Jaz - I have enjoyed 10 years of professional service from PPM

Jaz - I have enjoyed 10 years of professional service from PPM

Jonathan and Charlotte - We believe every young family should have an IFA

Jonathan and Charlotte - We believe every young family should have an IFA

Brendan and Liz - We are able to relax knowing our finances are in safe hands

Brendan and Liz - We are able to relax knowing our finances are in safe hands

Bob and Terry - PPM have been essential in helping us to retire and make the most of our investments

Bob and Terry - PPM have been essential in helping us to retire and make the most of our investments

The Hollands - PPM cut through financial jargon to provide sound advice in simple language

The Hollands - PPM cut through financial jargon to provide sound advice in simple language

The Chauhans - PPM are a family business and have helped us understand the importance of setting financial goals

The Chauhans - PPM are a family business and have helped us understand the importance of setting financial goals

Conrad - having a financial adviser means i have one less plate to spin which is extremely valuable when you are self employed

Conrad - having a financial adviser means i have one less plate to spin which is extremely valuable when you are self employed

Hayley - Martin and the PPM team were key to my understanding of how the house purchasing process works

Hayley - Martin and the PPM team were key to my understanding of how the house purchasing process works

The Reads - PPM have helped us to link our business to our retirement plans

The Reads - PPM have helped us to link our business to our retirement plans

Iain & Ellie - PPM’s range of investment portfolios where you can choose the amount of risk you would like to take on your plan was great

Iain & Ellie - PPM’s range of investment portfolios where you can choose the amount of risk you would like to take on your plan was great

Geoff - Since joining PPM, I have a clear understanding of my financial goals for the future

Geoff - Since joining PPM, I have a clear understanding of my financial goals for the future

Pete - PPM have provided my family with an umbrella, not only to shelter us from the sun but also from the rain

Pete - PPM have provided my family with an umbrella, not only to shelter us from the sun but also from the rain

  • welcome to our website

    Pryor Portfolio Management are an independent financial services company who provide an holistic approach to personal and corporate finances.

    Pryor Portfolio Management pride themselves on building and maintaining relationships which is why we offer a core service via our “my ifa” brand which sets out a clear understanding of what you will get by being a client of our company.

    A family-run business, we take the time to get to know you – your lifestyle as well as your hopes and aspirations for yourself and those closest to you.

    Then, before we do anything else, we map your current financial status so you can clearly see the impact of your priorities on the future of your finances.

    We are equally in tune with our corporate clients as we share a common goal of growing a business for the future.

    We also look at the impact of a range of different scenarios to demonstrate the impact of loss of income through a range of causes.

    Once we have understood your objectives, we develop a comprehensive Lifetime Financial Management Plan designed to achieve your goals, and set in place all the arrangements you need to turn your financial plan into a reality, which may include:

    • Family protection
    • Investments
    • Retirement planning
    • Inheritance tax planning

    If we should need to recommend any specific product, our independent status means we are not tied to any particular provider or limited product range. This means the advice you receive from Pryor Portfolio Management gives you the most unbiased options available.