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Private Client Services

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.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Prospectus Financial Management Ltd has a wealth of experience in the areas of financial planning and wealth management, and we provide clients with a comprehensive service that's designed to create a bespoke financial planning strategy.

Private Client Advice

• Investment strategies
• Pension planning (including income drawdown)
• Tax planning strategies
• Life and health insurance
• School fees planning
• Estate planning

Wealth Planning

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

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.

About Us

We have been helping clients navigate complex financial markets since 1984


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Our Services

We provide financial advice in a friendly and understandable manner

Contact Us

There are many ways to get in touch. Find out more on ways to contact us