Why choose us?
You’ll benefit from our expertise, our independence and our commitment to long-lasting, trusted relationships. Find out why Prosser Knowles clients become clients – and stay clients.
We provide financial planning for life
We’re there for the whole journey, working with clients at all stages of life and often with two or even three generations of the same family. We know our clients value the long-term relationships they are able to build with the same, trusted adviser.
We create relationships built to last
The majority of our new business comes from recommendations from existing clients – something we’re very proud of. Although our team are based in the West of England, we’re delighted to say our happy clients are situated all across the UK and that our focus on “financial planning for life” means that our clients often remain clients for life.
We believe that financial planning should be accessible to everyone
We’re proud to say that unlike most other financial advisers and planners, we don’t insist on our clients having a minimum amount in assets before we embark on the financial planning journey. We’re interested in how much value we can add to your life, not how much you have in your bank account.
We will only ever act in your best interests. As independent financial planners, we have unrestricted access to the whole of the market. That means you know if we recommend something to you, it’s solely because we think it is right for you and your circumstances.
We treat you as an individual
We don’t use off-the-shelf solutions. We recognise the differences in circumstances and challenges that each one of our clients brings, and celebrate the unique ambitions we help you achieve.
We strive to provide the very best advice, care and value
Our experienced team of advisers continually monitors the marketplace. By doing so, we can ensure that we are always offering the very best advice, products and solutions to our clients. Our team is highly responsive to change and takes advantage of market opportunities as soon as they arise.
We have a wealth of experience but are always looking to the future
Although the world of financial services is constantly evolving, our collective knowledge, skill and experience ensures we stay one step ahead and seize the opportunity to create an ever-better service for our clients when changes occur. We’re a young company – we just happen to have 30 years of expertise behind us.