Prospect Tree Financial Services Ltd

Independent 10 Chestnut Avenue, West Wickham, Bromley, Kent, BR4 9ES
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
14th October 2019
Protecting Your Future's. We are Independent in the truest sense and put you at the heart of the advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Estate planning
Meet our advisers
Nick Green
Mortgage Adviser
Ian Butt
Mortgage Adviser
Dean Barham
Independent Financial Adviser
Michael Read
Independent Financial Adviser
What our clients say
I would like to thank him [Dean Barham] and his professional approach, putting us at ease giving us good advice on how to invest our savings. The service provided was quick and pain free clear and precise on all details including the payment structure, this is quite refreshing as our last IFA all the costs were hidden, so we never knew how much of an affect his costing was making to our long term investment plan.
A M Russell, Croydon
We have used Dean Barham of The Prospect Tree to access and plan our mortgage, life insurance and pension provisions. I am delighted to say that Dean accepted at all times that we needed to work to slightly constrained budgets and helped us to place all our requirements accordingly. All products were explained and paper work was efficiently processed.
L & M Nelligan, Surrey
I was looking into starting a stock and share ISA account but didn't know enough about them, and after talking to Dean about the matter he researched a perfect account for what I was looking for.
J Rostant, Beckenham
Michael is very responsive to queries and follows through with suggestions of available options. If need be he is always prepared to meet and discuss to ensure that there is no misunderstanding. A reliable chap!
Jo Attard, Richmond
Michael Read has responded to any queries,requests for information in an efficient, informed and timely way. He has a natural humility and empathy with me which keeps me at ease in our meetings together.
D Beales, West Wickham
Where to find us

10 Chestnut Avenue, West Wickham, Bromley, Kent, BR4 9ES

Make an enquiry
About us

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

Our services

We excel at providing a tailored service to individuals and have suitable expertise in every field including Investments, Pensions and Protection.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value