Prospect Tree Financial Services

As independent financial advisers (IFAs), we can access every financial product available, in order to make the right recommendation for you. Note that many other advisers are restricted to a limited panel of providers, even those who are called 'whole of market' advisers. Yes, we know it's confusing, but that's the current industry jargon.

You have to choose an IFA you can trust with your finances. Our fully qualified team comprises former business advisers from national banks, but we didn't like their hard-sell approach so we set up Prospect Tree to offer more authentic guidance and advice. The team may not be blood relations, but we have worked together for years and operate with the ethos of a small, family business. If you like the sound of that, we look forward to meeting you.

We meet at your home or in our offices to uncover your current situation and find out what you want to achieve.