Our Story
Probert Financial was started in 2020 and built on the need to be able to give clients high calibre, impartial and clear advice backed up with superior levels of service.
Finding the right adviser is about trust as well as the right skills to do the job and we take the trust placed in us very seriously.
We feel that there should be no restrictions or barriers when providing advice to our clients.
Our Mantra
We believe everyone should have access to advice which is why we run free advice clinics for employees of many South West based businesses as well as free seminars to help broaden people's understanding of complex topics. If you would like to find out more about these services please get in touch.
What We Offer
We are based in the South West of England and provide advice to personal and corporate clients across the UK, ranging from individuals and small one-man bands to SMEs and multinational corporations.
While you might feel like just a number in larger financial advice firms, we offer a very personal, professional and friendly service where you are at the heart of everything that we do.
A Fair Approach
There is no charge to you while we explore how we can help build on your financial future and security.
We want to help make your goals and dreams a reality and will work closely with you paying attention to every detail.
Peace Of Mind
All our clients have access to their own client portal where they can contact their adviser, check up on their valuations or access their documents all in a secure, end to end encrypted environment, essential for peace of mind in the 21st century.
Our Network
We believe that great client outcomes come from having a great team around you and that is why we are an appointed representative of 2plan wealth management Ltd, a leading national network.
Our Story
Probert Financial was started in 2020 and built on the need to be able to give clients high calibre, impartial and clear advice backed up with superior levels of service.
Finding the right adviser is about trust as well as the right skills to do the job and we take the trust placed in us very seriously.
We feel that there should be no restrictions or barriers when providing advice to our clients.
Our Mantra
We believe everyone should have access to advice which is why we run free advice clinics for employees of many South West based businesses as well as free seminars to help broaden people's understanding of complex topics. If you would like to find out more about these services please get in touch.
What We Offer
We are based in the South West of England and provide advice to personal and corporate clients across the UK, ranging from individuals and small one-man bands to SMEs and multinational corporations.
While you might feel like just a number in larger financial advice firms, we offer a very personal, professional and friendly service where you are at the heart of everything that we do.
A Fair Approach
There is no charge to you while we explore how we can help build on your financial future and security.
We want to help make your goals and dreams a reality and will work closely with you paying attention to every detail.
Peace Of Mind
All our clients have access to their own client portal where they can contact their adviser, check up on their valuations or access their documents all in a secure, end to end encrypted environment, essential for peace of mind in the 21st century.
Our Network
We believe that great client outcomes come from having a great team around you and that is why we are an appointed representative of 2plan wealth management Ltd, a leading national network.
Read less
