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Our Services


There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Prospectus Financial Management Ltd has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 20 years, and throughout this period we've developed many good friendships.

Prospectus Financial Management Ltd offer both personal and corporate advice on a whole range of financial services including the following:

Personal

• Retirement and pension planning
• Investing for capital growth or income
• School fees planning
• Tax planning and mitigation*
• Protection against critical illness
• Income protection
• Inheritance and succession planning
• Long-term care
• Private medical insurance
• Family protection life assurance


Corporate

• Employee benefits implementation and management
• Flexible employee benefits menu systems
• Group and executive
• Pension schemes
• Group income protection
• Group Private Medical Insurance
• Group death-in-service and dependants benefit schemes
• Partnership and directors share protection
• Key person business protection
• Advice for your employees if required


*The Financial Conduct Authority (FCA) does not regulate all of these products and services

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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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.
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About Us

We have been helping clients navigate complex financial markets since 1984

Testimonials

Here are some of the nice things people have said about us

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