Director
CurrentI have in excess of 20 years experience in Financial services and as well as being a Chartered Financial Planner with the Chartered Insurance Institute(CII) I am also a Fellow of the Personal Finance Society (PFS). I am responsible for a portfolio of High Net Worth clients providing quality full financial planning solutions with the clients needs at the centre of everything we do.Having established our new offices in Glasgow City Centre we are keen to build on relationships with established and new professional connections across the country.We work mainly with High Net Worth individuals, owner managed and family run businesses. Experience, knowledge and a Client Centric approach helps us to build a financial plan around our clients goals and ambitions.Principal & Prosper is a firm of experienced Chartered Financial Advisers with offices in Edinburgh and Glasgow.As we are independent, we are able to research the whole market for the right solution to your individual needs. The professional network of experts that we deal with means we can always provide you with the advice you needProfessional and ProactiveWe have a great team of advisers with over 200 years of experience in providing financial advice, backed up by a strong team of technical support staff and administrators whose focus is entirely on keeping you up to date and providing you with the information you need about your plan.With currently over £350 million in assets under management we are driven to ensure that we consistently provide all of our clients with the best solutions to meet their needs. Whether that is helping you prepare for the future, providing security for your family or maximising your income in retirement, we will create the right financial plan to fit with your personal objectives.To find out more about Principal & Prosper please visit our website www.principalandprosper.co.uk
