Business owners

Preparation & Potential.

As a business owner, it’s important that you look after your employees as well as your business’ future. Principal & Prosper offer a range of services specifically for businesses to plan for their future and prepare for any eventualities that could impact your company’s potential.

How we can help …

Step 1: Understanding your business

We work with you to understand your business, auditing your current financial protection and providing advice as to how to help make sure you have financial protection in place should any illness or injury prevent any of your key employees from working.

Step 2: Develop your protection plan

We have extensive knowledge, experience and expertise in helping business owners build and implement robust financial protection plans. Taking our understanding of your business and your team, we research the market, providing bespoke recommendations for your business.

Step 3: Implementation and regular review

Working closely with you, we make sure your recommendations fit perfectly with your business objectives, making sure you are fully prepared to protect your business and the people who work in it. We understand that businesses never stand still, what’s right today might need to evolve tomorrow. We put in place regular reviews to ensure your protection is always fit for purpose as your business grows.

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

What you get…

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.

Get in touch