PRG Financial Planners Ltd

Initial consultation free
Are you overwhelmed by all the financial options and the confusing financial jargon? Are you unsure which option suits you? We can change that feeling by explaining what it all means so you make informed decisions that are right for you.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Ms Jo-Ann Westlake-Ball
Financial Planner

Contact us



Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited  23/04/2024.
The PRG Partnership is a trading style of PRG Financial Planners Limited which is an appointed representative of Quilter Financial Services Limited & Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. PRG Financial Planners Ltd is Registered in England and Wales no 8286446. Registered office: Grosvenor House 11 St Pauls Square,Birmingham B3 1RB.  

Inheritance Tax Planning, Estate Planning, Trusts, Tax Planning, Employee Benefits & Some Buy to let Mortgages are not regulated by the Financial Conduct Authority. 

Commercial Mortgages are by referral only.

Legal information

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Any decision to transact business is made by you on the basis of your own enquiries.

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