Prosser Knowles Associates Ltd
Unit 69
Hartlebury Trading Estate
Kidderminster
Worcestershire
DY10 4JB
TAILORED FINANCIAL PLANNING AND WEALTH MANAGEMENT Established since 1987, Prosser Knowles Associates Limited are a firm of financial and wealth planners based in Worcestershire and Gloucestershire. We have a team of highly experienced and highly qualified financial planners located in and around Worcestershire, Herefordshire, Gloucestershire, Shropshire and the West Midlands. Each of them have their own specialisms and particular areas of expertise. We provide financial advice to both individuals and companies throughout these regions on all aspects of financial planning, through a long term approach of fully understanding our clients' financial needs, financial wants and financial aspirations and then prioritising objectives. Our meetings with clients can take place via video meeting, our offices or at their home or place of work. We will also work with our clients accountants and solicitors to provide a joined up approach to their financial planning and meetings.
Directly authorised and regulated by the Finacial Conduct Authority (FCA).
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.