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.
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.
Security
Safeguarding the financial future of you and your family
Certainty
Expert advice, presenting you with a solid financial plan
Clarity
Helping you find a clear path to reach your financial goals
Partnership
Working alongside you, for you and your unique needs
Honesty
Candid, honest advice, no sugar coating or speculation
Expertise
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 info@principalandprosper.co.uk or pick up the phone and tell us what you need. We’re looking forward to getting to know you.
Latest news
Principal & Prosper is a trading name of Principal & Prosper Limited. Principal & Prosper Ltd (944737) is an appointed representative of Chase de Vere Independent Financial Advisers Limited (registered in England Number 2090838), which is authorised and regulated by the Financial Conduct Authority. A member of Swiss Life Group. Registered Office 60 New Broad Street, London EC2M 1JJ.
Principal & Prosper Limited is a wholly owned subsidiary of Chase de Vere Independent Financial Advisers. Principal & Prosper Limited is registered in England No 13084116, Registered office 60 New Broad Street, London EC2M 1JJ. The value of investments can fall as well as rise. You may not get back what you invested.
Principal & Prosper Limited is a wholly owned subsidiary of Chase de Vere Independent Financial Advisers. Principal & Prosper Limited is registered in England No 13084116, Registered office 60 New Broad Street, London EC2M 1JJ. The value of investments can fall as well as rise. You may not get back what you invested.