Daniel Morris – Prosser Knowles Associates Ltd

Independent Financial Adviser  Unit 69, Hartlebury Trading Estate, Kidderminster, Kidderminster, DY10 4JB
check
FCA authorised
Last authorised 10th May 2021
Our success lies in our stance of treating clients as individuals, not as a number. We believe that advice should be jargon free and tailored specifically to you and your unique situation.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
DipFa CeMAP CeRER Daniel Morris
Financial Adviser
About us

Prosser Knowles Associates Limited is a leading independent financial planning and wealth management company, with satisfied clients across the UK.

Founded in 1987, the company provides independent financial advice and support to private individuals, trustees and businesses from its offices located in Cheltenham, Worcester and Kidderminster. Our clients, whilst based around the UK, are in the main based in and around Gloucestershire, the Cotswolds, Worcestershire and the Midlands.

Our services

Your circumstances and situation will be taken into account when I consider my recommendations.

Whether you are looking to save for your children, protect your family, or plan for a retirement spent in the sun, I'm sure I will be able to help you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Unit 69, Hartlebury Trading Estate, Hartlebury, Kidderminster, Kidderminster, DY10 4JB

Similar advisers near you

Independent Financial Adviser 2.07 mi
Pension Expert: Helping you plan for sustainable wealth through retirement | Estate Planning | Auto Enrolment
 
Independent Financial Adviser 2.13 mi
We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
 
Independent Financial Adviser 2.42 mi
If you are currently concerned about the impact of coronavirus on your pensions and investments were here to help. We have the facility to provide advice remotely or just put your mind at rest. Independent Financial Advice provided by a Chartered Financial Planner explained in plain language.
 
Independent Financial Adviser 2.45 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*