Planning for retirement?
To enjoy a comfortable future, you have to address your pension today
Money to invest?
Where you invest your savings makes all the difference to the returns you achieve
Pension freedoms
Our friendly experts can help with all your pension arrangements
Unbiased. Fair. Unrestricted.
If you’re looking for a local IFA in London, Surrey, Kent or Sussex, you’re in the right place. As Independent Financial Advisers, we provide all the financial services you’d expect for individuals and businesses. And we do it in our own unique, friendly and helpful way. Find out more.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
The information provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.
This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Prospect Tree Financial Services Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. Prospect Tree Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 500317.Prospect Tree Financial Services Ltd is Registered in England and Wales under reference 06755965.
Registered address : 10 Chestnut Ave, West Wickham, Kent, BR4 9ES