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Our History

Passionate & Personable.

Since 2003 we’ve prided ourselves on our dependable, fee-based financial planning and investment advice. This high standard of service was, and still is, at the heart of everything we do and the antithesis of the transactional, commission-driven advice common in our industry.

Our goal then was to buck the trend and set the highest possible standard for client service. We wanted to treat our clients as individuals, tailoring our advice to each person’s unique goals and aspirations. Decades have past, but our core values and objectives remain unchanged.

Who we are

We’re a team of financial experts, here to provide you with solid, professional financial advice with outstanding levels of customer service. Our speciality is in getting to know you and your exact needs and delivering advice and services that are unique to you, exceeding your expectations. Our aim is to build relationships that last, expanding our network for the good of everyone we form partnerships with.

We pride ourselves on providing excellent Financial Planning and Investment advice, and maintaining service at the heart of everything we do.

Chris Purves, Managing Director

We pride ourselves on providing excellent Financial Planning and Investment advice, and maintaining service at the heart of everything we do.

Chris Purves, Managing Director

What we do

We build a bespoke financial plan for each and every one of our clients based on a solid understanding of what you need and extensive experience and expertise in the financial industry. This is held together by a clear vision and strong values that drive us every day. It’s our aim to deliver financial plans that work for you today and look out for your tomorrow.

Vision and values

Our mission is to help you achieve what you want in life. Through years of experience, specialist knowledge and a network of financial experts, our vision is to provide the best individual financial advice to our clients with outstanding service and support.


Safeguarding the financial future of you and your family


Expert advice, presenting you with a solid financial plan


Helping you find a clear path to reach your financial goals


Working alongside you, for you and your unique needs


Candid, honest advice, no sugar coating or speculation


250 collective years of experience and expertise in our firm

We’re here to help you get what you need

It starts with a conversation and grows into a partnership. At Principal and 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.

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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