Services for individuals
We offer a range of specialist services for individuals, whatever stage of life you’re at or financial aspirations you might have. All our services are underpinned by our mission to help you achieve what you want in life and our values that guide us every day.
Retirement planning
It’s important to start planning for your retirement as early as possible to give yourself the best chance both enjoying your life after work and safeguarding the future financially for you and your family. For most of us, our pensions are the best way to plan financially for retirement. At Principal & Prosper, we can help you get the best out of your savings for the future.
Find out moreInvestments
Whether you are planning for a specific future event – like education expenses or weddings – or you just want to make sure you have a nest egg for the future, it is important to carefully consider your future goals and plan accordingly. If you’re considering investing your capital, whatever the reason, Principal & Prosper can help you make the most of your it.
Find out moreProtecting my family
There are many ways you can prepare financially for your family. At Principal & Prosper, we have extensive experience in helping our clients ensure their capital is working hard, generating a good income for them and their families.
Find out moreTax planning
Tax Planning has an important role to play when considering your financial future. By carefully considering the tax implications of your financial plans we can reduce the amount of tax you have to pay, thereby increasing your disposable income.
Find out moreMortgages
Interest rates are always changing. This will undoubtedly have an impact on your mortgage, whether you’re a first-time buyer or owner of multiple different properties. Principal & Prosper are here to make sure you’re getting the best possible mortgage deal you can.
Find out moreService level & fee structure
The cost of your tailored report and recommendations, as well as the administration, clerical support and technical expertise required to create it, will be agreed with you on an individual basis.
Find out moreWe’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.