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Prospect Tree aims to be able to provide advice in all areas of financial planning but mainly specialize in helping clients utilise their pension freedoms and investment advice.
The changes of April 2015 represented a complete shake-up of the UK’s pensions system, giving people much more control over their pension savings than before. We specialise in helping people with their pensions and have advised numerous clients on transferring their pensions to more flexible arrangements from both personal pensions and defined benefit schemes.
There are a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk.
Wealth creation and management is an ongoing process and we recommend that you review your financial circumstances on a regular basis, typically annually, to ensure the best chance of your objectives being met.
We have advisers based in London, Surrey & Kent and offer a transparent & flexible fee structure to suit all clients. We have close links with other industry professionals
We excel at providing a tailored service to individuals and have suitable expertise in every field including Investments, Pensions and Protection.
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