Initial appointment without charge or obligation - Independent Financial Advice in Bromsgrove
At Pryor Portfolio Management in Bromsgrove we provide a holistic approach to corporate and personal finances. We are an independent financial services company that is proud of building and maintaining relationships and we give our customers a clear understanding as to what they receive as a client. We are not tied to any particular provider or product range enabling us to give you the most unbiased options available.
We understand that it is a big commitment choosing a financial planner. With this in mind we offer a free initial appointment with no obligation. During this meeting we will look at your aims and objectives, priorities, income and expenditure and existing plans and investments you may have in place.
We enjoy taking the time to get to know our customers to find out more about their personal and business aspirations and their lifestyle, we are also very much in tune with our business clients as we share a common goal of growing a business for the future.
We will help you to develop a comprehensive Lifetime Financial Management Plan once we have understood your objectives. The plan will be designed to help you achieve your goals and set out everything that needs to be done to turn your financial plan into reality.
The areas of independent financial advice we offer our clients includes:
• Advice to self employed
• Family Protection
• Inheritance Tax Planning
• Long Term Care
• Retirement Planning
• Investment Advice
We are a family business and client service is at the core of our business ethic. We have been trading since 2006 and the experience of advice offered exceeds 15 years. Our friendly team consists of Principle Adviser Martin Pryor who is supported by Nicky, Sarah, Chris and Laura.
Please mention thebestof Bromsgrove when contacting Pryor Portfolio Management for Independent Financial Advice.