Daniel Morris – Prosser Knowles Associates Ltd

Independent Financial Adviser  Unit 69, Hartlebury Trading Estate, Donnington and muxton, Shropshire, TF2 8TB
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Bad credit
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Building your home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.2/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Daniel Morris
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Daniel spent a long time listening to our needs and noting our current financial position. He then gave us options for us to consider. I'm not sure he could have done anything better.
Carole, Newport
Dan was very knowledgable and understanding about my needs, he was also patient when I changed my mind numerous times regarding the options he had given me. Also simplified his suggestions so I could understand them better.
Alex, Cheshire
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 17th February 2020

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