The more I understand my clients, the better the position I am in to help them. It’s all about building trust and developing relationships. There is nothing to compare with the satisfaction I get from helping a client reach – or even exceed – their financial goal.
— EMMA CRAIG, founder of PPW

Why choose PPW

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested

Each generation has its own set of challenges and opportunities and our aim is to help you achieve your financial goals. You may be an entrepreneur, a young professional, or just starting out on the investment journey. You may be more established and are exploring how to maximise the funds you have accrued over the years. Perhaps you need to set up a pension plan for your senior team, or make plans for retirement. Whatever your situation, we can work with you to ensure you understand all your options.

Financial advice has a reputation for being overly complex or even just a little dull. But we firmly believe that with a creative approach, even the most complex information can be delivered in an easy-to-understand format, using traditional methods, state-of-the-art software or a mixture of the two, depending on your preference. We aim to ensure that the experience is both enlightening and engaging. Our friendly team will provide reliable and honest advice and our charging structure is transparent so that you always understand what you are paying for, and how much it costs.

In addition to being able to provide you with personal and business financial advice we work closely with other local, independent business owners to provide our clients with an unparalleled level of financial experience.

Our advisors will:

  • Ensure that they clearly understand your goals

  • Help you develop the right strategy to achieve those goals

  • Minimise your taxation consequences

  • Minimise your risks

  • Provide you with education regarding your investments

  • Develop an appropriate investment strategy for you

  • Monitor progress toward meeting your objectives

  • Review and discuss the strategy with you regularly.

Prosperity Private Wealth Limited is registered in England & Wales no 9247359.

Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

©Prosperity Private Wealth 2016