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
• 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.