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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

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.


We know the markets. We help you stay ahead.


We work logically and systematically.


We make sure our service centred around your needs.

Plain and simple

No jargon. No nonsense. We tell it like it is.


A unique viewpoint, with decades of experience.

Peace of mind

Your financial security is our ultimate goal.

What our customers say…

It is always a pleasure to visit P&P and I feel like I am part of a great family of lovely people.

I just want to complement you and say thank you for having such a warm, well informed, friendly team of people ready to help us as customers.

An Investment Client

My Adviser was excellent to deal with!

He supplied a plan that has me pretty much secure with maintaining my lifestyle as it is. Obviously it’s an ongoing process, however it was a good start for me.

An Investment Client

I just wanted to say a heartfelt thank you for all your expert advice , professionalism and support over many years.

Whenever I have been unsure about anything, you always explained complicated matters in simple, understandable terms and ensured that I have had all the information needed to make the right, informed decision.

An Investment Client

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 or pick up the phone and tell us what you need. We’re looking forward to getting to know you.

Talk to an expert