Our Values

Our values help to set us apart as a financial planning firm that puts its clients first.

Every member of the team at Prosser Knowles keeps the following values at the centre of the work they do. These values form the basis of all the relationships we build with our clients.

1. We respect our clients’ individual needs

We don’t group clients together with “off the peg” financial solutions. We never have and we never will. We respect the diversity and individuality of our clients’ circumstances and the challenges they face. And we keep each client’s particular needs and goals central to our work.

2. We deliver quality

We are a knowledgeable partner, delivering high-quality financial planning and wealth management. We believe that we are never done learning and continually push ourselves to expand and deepen our professional knowledge so that we can better understand and serve our clients’ needs.

3. We are innovative

We respond quickly to new initiatives and regulation changes within our industry. We keenly monitor the marketplace and take advantage of market opportunities as soon as they arise so that we can continue to offer the best new investment opportunities to our clients.

4. We provide value

We are trusted by our clients and professional partners to provide a valuable service. We know that “value” can mean different things to different people, so we take the time to understand what it means to you. Whether it is peace of mind, security or building your wealth, we focus on the things that matter to you.

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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