Wealth Management

Financial strategies tailored to your needs

Whatever the stage of your financial journey, the team at Prescott Securities will work with you to develop, implement and maintain a comprehensive financial strategy aimed at meeting your personal or business needs.

We understand that wealth preservation and growth are only achieved by adopting a long-term, consistent approach that is focused on a clear set of objectives - and reviewed regularly - to ensure appropriate outcomes. It’s for this reason we will work with you to help achieve your wealth preservation goals.

A tailored Wealth Management solution

When it comes to providing professional advice for individuals and families, we understand the importance of personalised service. That’s why all advice provided by our advisers is based upon a careful analysis of our clients’ specific needs and objectives, ensuring each and every client is provided with a tailored Wealth Management solution.

Building and preserving your wealth

In addition to our team of highly experienced advisers, we work with our specialist investment team, in conjunction with external consultants, to provide clients with the best possible outcomes for their circumstances.

Our core business is combining excellence in investment portfolio
construction and maintenance with personalised financial advice and

At Prescott Securities, we will assist you in each stage of your financial journey by:

  • Clarifying your objectives
  • Developing comprehensive financial strategies
  • Employing long-term strategic modelling
  • Implemention of agreed outcomes
  • Providing ongoing reviews to ensure you remain on track
  • Taking into account your changing circumstances

Our professional promise

We are committed to helping our clients protect and grow their wealth, with the aim of achieving financial independence and the ability to build a legacy for future generations. Above all, we believe in close consultation and personalised advice, bringing together a delicate balance of technical skill and superior client service.