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Corporate Financial Planning


Prospectus Financial Management Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.

Prospectus Financial Management Ltd have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients' businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Prospectus Financial Management Ltd means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole-traders, there are certain aspects of the business that we take into consideration:

Corporate Financial Planning Advice

• Group pensions
• Corporate insurance
• Corporate financial planning
• Employee benefits arrangements

Wealth Planning


With Prospectus Financial Management Ltd's Wealth Management Solution*, we can provide a truly consolidated facility for managing your whole financial portfolio.
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Private Financial Planning


The foundation of the service Prospectus Financial Management Ltd provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
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About Us

We have been helping clients navigate complex financial markets since 1984

Testimonials

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Our Services

We provide financial advice in a friendly and understandable manner

Contact Us

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