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Prospectus Financial Wealth Management Solution


With Prospectus Financial Management Ltd's Wealth Management Solution*, we can provide a truly consolidated facility for managing your whole financial portfolio in one place by utilising the latest technology. We will work closely with you to help you understand and organise your financial arrangements, which will enable us to create, buildĀ and protect capital, and ensure you stay on track to achieve your goals.

Our Wealth Management Solution has been designed to help our clients maximise their tax saving and investment potential with a consistent and logical approach. By utilising a proactive, relationship-based service, we can help give you more control and greater accessibility to your entire portfolio of assets.

What does the Wealth Management Solution offer you?

A personalised service

A proactive financial planning and wealth management service addressing your investment, retirement and estate planning needs.

Valuations

Secure online access to your own portfolio at any time.

Simplicity

Paper-free electronic transactions and a single view of all of your assets.

Money saving

All movement of funds within the Wealth Management Solution are conducted free of charge.

Regular communication

Keeping you updated on financial issues that are relevant to you, and conducting annual face-to-face reviews.


*The Prospectus Financial Wealth Management Solution is not available to or suitable for all of our clients. Please contact us to find out more.

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