Prospectus Financial Management Ltd has been helping clients navigate complex financial markets for over 20 years, and from those very early days our business has evolved primarily through client recommendations.
Now based in the heart of Northampton, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.
As independent advisers we cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, we have the expertise to provide the answer.
At Prospectus Financial Management Ltd, we are set up to use state-of-the-art technology, which enables us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else's.
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.
We have been helping clients navigate complex financial markets since 1984
Here are some of the nice things people have said about us
We provide financial advice in a friendly and understandable manner
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