Principal & Prosper Holdings Limited

Independent Financial Adviser 55 Melville Street, Edinburgh, EH3 7HL
Response rating
7.0/10
FCA verified
17th June 2019
We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
Stephen Burt DipPFS
Senior Financial Planner
Jenni Bainbridge FPFS
Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner
Nigel Cannon APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jayne Prins B.Soc.Sci DipPFS
Senior Financial Planner
Ryan Brown APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gail Donaldson BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Stewart Siegel FPFS
Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Purves Cert PFS
Managing Director
Brian Knox FPFS
Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
“ When I sold my business I needed someone to help me decide how to invest the proceeds. Principal & Prosper provided me with great advice and continue to provide the ongoing advice I need.”
W D (Client), Edinburgh
" I’ve trusted Principal & Prosper with managing my finances for many years and have been delighted with the advice that they have provided.”
R S (Client), Edinburgh
" Planning for retirement sounds daunting, but Principal & Prosper helped to guide me through the whole process, helped me put a structured plan in place and just as importantly, reviewed all legislative changes and the plan on an ongoing basis, with my best interests at heart.”
R M (Client), Edinburgh
Where to find us

55 Melville Street, Edinburgh, EH3 7HL

Make an enquiry
About us

We are a Chartered Firm with a great team of advisers with over 200 years experience providing financial advice, backed by a strong team of technical support staff and administrators whose focus is entirely on service and keeping you informed. With currently over £350 million assets under management we are driven to ensure we consistently provide all our clients with the best solutions to meet their needs. Whether, helping you prepare for the future, providing security for your family, passing on your inheritance or maximising your retirement income, we will create the right financial plan to fit your personal objectives.

Our services

We offer complete financial planning and advice, covering all your needs whether you are an individual, a business or a trust, taking into account your individual objectives and priorities. Any advice or recommendation that we offer will only be given after we have fully assessed your needs and considered your financial objectives. We will also make sure that we understand your attitude to risk and ensure that our recommendations are
built on this solid understanding. At Principal & Prosper we believe our approach to
investment is about managing risk and embracing opportunity.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Principal & Prosper is a trading name of Principal & Prosper Holdings Limited. Registered in Scotland No SC 325344. Registered office: 55 Melville Street, Edinburgh EH3 7HL.
Principal & Prosper Holdings Limited is Authorised and Regulated by the Financial Conduct Authority, number 471469.

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