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Our approach

Pragmatic & Proactive.

Intelligent financial plans for today and tomorrow.

Helping you achieve what you want in life.

We’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.

Advice and services as unique as you.

  • Investment products and services from the whole of the financial market
  • Non-investment products from a range of insurers
  • Mortgage services and advice
  • Financial services for businesses, such as key person insurance

Our customer-centric approach.

We pride ourselves on providing quality, independent, impartial advice by putting you at the heart of everything we do. We get to know who you are, what you need and what you aspire to, then deliver dependable advice and services that work for you today and in the future.

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

Get in touch today.

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.

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