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. By contrast, you can be sure that we’re truly independent, as shown by the IFA logo below.
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. We then assess your priorities, shop around the whole market (remember, we’re totally independent) and present you with a report showing our recommendations. In general, we first act to help protect what you’ve got, then we look to plan for your future.
To save you time and reduce the risk of making expensive mistakes, you can depend on our financial expertise and advice about what to do with your money. Paying us is simple. We’ll quote a clear fee upfront, with no hidden charges, so you always know where you stand. We’ve chosen to work this way since 2009 (because we think it’s fairer), and it became industry standard at the end of 2012.
Our clients comprise individuals and businesses, based throughout London, Kent and the southeast. We have advisers in South London, Beckenham and Ashford.
Regulated by the FCA
For compliance purposes, we are an appointed representative of TenetConnect Services Limited. That means we follow the ‘Treating Customers Fairly’ rules and regulations set out by the Financial Conduct Authority (FCA) – formerly known as the Financial Services Authority (FSA) – to give you the best possible service and advice. To be honest, we always exceeded those minimum guidelines anyway, and always will!
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 TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.
Prospect Tree Financial Services Ltd is Registered in England and Wales under reference 06755965.
Registered address : 10 Chestnut Ave, West Wickham, Kent, BR4 9ES