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