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Relationship Management

Building Relationships with our Clients

We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.

We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.

It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:

enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
increased value to our existing customers
increased overall efficiency

Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.

Prosper Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority.

We are entered on the FSA Register No 429940 at www.fsa.gov.uk/register/

The Financial Services Authority does not regulate National Savings products Taxation and trust advice, will writing and some aspects of off shore investments.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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