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, build 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.
A personalised service
A proactive financial planning and wealth management service addressing your investment, retirement and estate planning needs.
Secure online access to your own portfolio at any time.
Paper-free electronic transactions and a single view of all of your assets.
All movement of funds within the Wealth Management Solution are conducted free of charge.
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.
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
There are many ways to get in touch. Find out more on ways to contact us