About Us


Profecto Financial Services advises clients on all aspects of wealth management and mortgages. We also advise on equity release and client’s receiving long term care. We focus our client’s attention on their long-term goals and aim to break down industry jargon so that they understand what we are recommending and why it will benefit them. We are friendly and approachable. Our fees are competitive and we provide real value to our clients. Financial advice does not need to be complicated. We aim to keep things simple and provide clear guidance to help our clients prosper financially throughout their lives from buying their first home to retirement and beyond.

We are a limited company and choose to belong to the Quilter Financial Planning network. We have chosen the Quilter network carefully. We want to partner with a financially strong FTSE 250 financial services company who can support our firm. Quilter Financial Planning also provides a second pair of eyes for the advice we provide to our clients. Not only do clients have the knowledge that we are working on their behalf they also know that all of our advice is being separately checked and verified.


Our Areas of Expertise

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