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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:
Wealth Planning
Private Planning
Corporate Planning
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.
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.
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.
Prospectus Financial Management Ltd have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.
Deciding on the best benefit strategy for our clients' businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.
It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Prospectus Financial Management Ltd means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
When advising companies and sole-traders, there are certain aspects of the business that we take into consideration: