Financial planning explained

Financial planning will help you grow, protect and maintain your wealth, so that you can achieve peace of mind and a good quality of life.

Financial planning is about more than just reviewing your pension provision, or setting up an investment portfolio – although it may include those things.

At Prosser Knowles, your long-term financial success is just as much our focus as your immediate concerns and challenges. Understanding you and what you want your future to look like helps us to find the solutions that work for you on every level and allows you to move ahead with your life, secure in the knowledge that someone is taking care of your future.

How we help

Financial security is important whatever stage of life you are at. From your first steps onto the housing ladder, to retirement and later life planning, we’ll deliver peace of mind and a plan for the future at every step.

Building wealth

Understand what you need to do to grow your wealth and maximise all investment and tax efficiency opportunities.

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Business owners

Create a comprehensive, tax-efficient plan for the future that combines all your business and personal financial goals.

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Senior executives & professionals

Build, maintain and preserve your wealth with made-to-measure support from highly qualified financial planning professionals.

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People planning retirement

Ensure your finances will support you in retirement. And make a plan to achieve your retirement ambitions.

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People already retired

Gain peace of mind that your finances can support your needs and enjoy retirement without the money worries.

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People looking for a mortgage

Make sense of your options and secure your dream property. We’ll help you access and select the right solution for you.

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Professional connections

Find out how we can help you to help your clients, with our joined-up approach to clients’ legal and financial challenges.

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What our clients say

I was advised by Age UK to try Prosser Knowles when looking for financial advice. Dale helped me to sort out all my finances and gave me excellent advice. When my annual review was due, I was introduced to Rachel Robb. I once again received excellent professional service and advice.
Mr B, Worcester, 13/01/2021

What our clients say

Dale Gough and Prosser Knowles gave me jargon free advice without pressure or prejudice. I have recommended them to family and friends alike. It’s refreshing to see a business ethic which works on good honest advice building long term relationships.
Mr G, Stourport-on-Severn

What our clients say

Aaron Dakin was very helpful in guiding me through my choice of personal pension. Aaron explained things in easily understandable terms and provided guidance in a way that demonstrated his understanding of my needs.
Mrs J, Bewdley, 18/08/2020

What our clients say

Prosser Knowles have looked after my financial affairs for many years and I wouldn’t dream of looking elsewhere. The pension that PK manage for me is massively outperforming another pension I hold elsewhere. I see my adviser every year, but I always know I can contact him at any time.
Mr R, Droitwich Spa, 11/01/2021

What our clients say

We have been under the financial care of Prosser Knowles for many years now and have benefitted from their advice and guidance. We value their support, expertise and experience and look forward to continuing our relationship for many years to come.
Mr B, Kidderminster, 18/01/2019

What our clients say

As a first time buyer, taking out my first mortgage during a global pandemic, I was feeling very apprehensive and unsure. Rachel at Prosser Knowles has been absolutely amazing at answering our questions, being reassuring, sorting complicated matters out and always being super responsive.
Miss G, Ringwood, 30/07/2020

What our clients say

A friend recommended Leighton Parkes to me and I am very glad that he did. Leighton is highly knowledgeable and extremely professional. He is very understanding and has given me good financial advice. I would highly recommended Leighton to others.
Mr G, Bishampton, 14/01/2021

What our clients say

Daniel Morris has kindly been helping my brother and I purchase my parents’ house in Dorset. He secured us a great mortgage. He was very patient in what proved to be a drawn-out exercise and responded to our queries constructively and timely.
Mr H, Surrey, 16/07/2020

What our clients say

We have had great professional service from Callum Pye at Prosser Knowles in arranging our mortgage. He was able to get a better rate than other brokers and it was all very straight forward and organised so seamlessly. We would strongly recommend Callum & Prosser Knowles.
Mr & Mrs T, Tenbury Wells, 17/06/2019

What our clients say

I have been a client of Nick Aston for several years and can highly recommend both him and Prosser Knowles for the excellent advice and service they provide. I receive feedback on investment performance regularly and in a friendly way which is especially important to me since becoming a widow
Mrs B, Worcester, 17/01/2019

What our clients say

I have dealt with Leighton Parkes for ten years or so and appreciate the fact he has taken the trouble to build up a full understanding of my pension needs. As a result, I have a pension that has served me well and achieved better than my expectations.
Mr J, Bewdley, 14/01/2021

What our clients say

I just wanted to say a huge thank you to Callum for all his efforts over the past few months. It’s been a very challenging start to the year but all your hard work has made it possible for me to complete the move without any COVID related delays.
Mr J, Droitwich, 30/04/2020

What our clients say

We have had financial advice from Anna for many years now. She is efficient, friendly, and always there at the end of the phone to give additional support and clarify queries when they occur. It is good to find that honest and trustworthy advice is still to be found.
Mr & Mrs S, Ross-on-Wye, 15/05/2019

What our clients say

My wife and I have been clients of Prosser Knowles for nearly 7 years. In that time, we have found the Directors, managers and staff to be extremely professional, knowledgeable, courteous and helpful. I would have no hesitation in recommending the company to anyone.
Mr K, Cheltenham, 17/01/2019

What our clients say

We took advice from Prosser Knowles five years ago regarding a pension. Rachel has been extremely helpful, friendly and professional, we are very happy to have followed her advice and would recommend Rachel and Prosser Knowles to anyone seeking financial advice.
Mrs H, Rock, 13/01/2021

What our clients say

A heart-felt thanks to Dale Gough for assisting my father with his finances. What I feel is different about Dale compared to many other financial advisers, is that I know and trust he is giving the best advice for the client, not himself or his company.
Ms O, Worcestershire, 30/01/2020

What our clients say

Nick Aston has steered our family finances through the last challenging few years with expertise and a sure hand. He is highly proactive, always ahead of the game and on top of what is happening in the market. His advice has saved us and made us a lot of money.
Mr N, Stourbridge, 30/01/2021

What our clients say

Retirement has been a life-changing experience. we're the happiest we've ever been.
Bruce and Catherine

What our clients say

Both myself and my wife are very impressed with how Laura has helped us with our financial planning for the future
Godfrey

What our clients say

Working with Prosser Knowles makes me feel very secure and confident about my financial future
Simon

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