Founded in 2004, Principal & Prosper is a prominent firm of independent financial advisers with Chartered Financial Planner status. The company is employee-owned, which underpins its commitment to long-term client relationships and service excellence. They provide a comprehensive range of financial planning and wealth management services to private clients, businesses, and charities, covering areas such as pensions, investments, inheritance tax planning, and financial protection. Their core mission is to help clients achieve their financial goals through impartial, high-quality, and tailored advice.

Founded in

United Kingdom