Pragmatic <br />& Proactive

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& Proactive

At Principal & Prosper we want to help you achieve what you want in life. For each of our clients we create a bespoke intelligent financial plan that both meets your current needs and aspirations and is flexible enough should your circumstances change.

What We Are

We are Independent Financial Advisers who are able to advise you on investments, non-investment insurance products and mortgages. We offer independent, impartial advice on a wide range of financial products and services such as: Investment products from the whole of the market, Non investment products from a range of insurers…

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"I’ve trusted P&P with my finances for many years now and I am delighted with the advice that they have provided me with."

W.D (client)

Our Advice Process

Our pursuit of creative thinking and perfection along with our responsible approach, combine to ensure that we provide you with a clear financial solution. This is achieved by having a full understanding of your current financial position, your objectives, and identified needs. Our aim is to maximise the opportunities to achieve your goals…

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Our Investment Philosophy

Effective investment management can be thought of in different ways. At Principal & Prosper we believe our approach to investment is about managing risk and embracing opportunity. In order to manage risk you need to decide how much risk you are willing to take; your risk appetite. Whilst we can take steps to mitigate the different types of risk…

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Discretionary Investment Management Service

This service is suited to clients who require tailor made investment management to match their risk profile. It allows…

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