Professional and proactive.
Principal & Prosper feels like family. For over a decade we’ve been providing our clients with dependable advice and solutions by being clear, open and honest with them. Just like a family should do. We offer financial advice to thousands of people. Whether you’re investing in your family’s future, protecting your business or planning for your retirement, with over £1.9 billion in assets under management you can rest assured that you’re in safe hands with Principal & Prosper.
£1.9 bn
in asset management for 2,800 clients – June 2023
20 yrs
Investment experience
250 yrs
Experience in financial advice
How can we help you?
Our experience
We have over 250 years’ experience in our team. We combine this with skill, expertise and knowledge to deliver boutique-level financial services with the reach and impact of a much larger firm. Our advisors are backed up by our technical support and administration team, keeping you fully informed, updated and in the know. We bring you a financial service that’s suited exactly to your needs, with service that feels like family.
Why choose us?
We build long term partnerships with our clients based on strong values that are part of who we are and what we do. We get to know you, find out what you need and research the whole market for the right solutions. Our ever-growing network of financial experts means you get access to the advice you need from advisors who know their stuff.
Proactivity
We know the markets. We help you stay ahead.
Pragmatism
We work logically and systematically.
Personal
We make sure our service centred around your needs.
Plain and simple
No jargon. No nonsense. We tell it like it is.
Perspective
A unique viewpoint, with decades of experience.
Peace of mind
Your financial security is our ultimate goal.
We’re here to help you get what you need
It starts with a conversation and grows into a partnership. At Principal & Prosper we’re here to help whatever your financial challenges. Fill out our form, email us on info@principalandprosper.co.uk or pick up the phone and tell us what you need. We’re looking forward to getting to know you.
