Welcome to Brian Pratt & Co

Since outset in 1978, we have always recognised the importance of maintaining financial health, in the same way as physical health, within an individual lifestyle. To this end, we aim to build relationships with clients based firmly on trust and personal care.

We advise on specialist areas, including most aspects of pension and investment planning, but by no means are we restricted to these and we are keen to assist clients in other areas, such as protection advice.

We aim to embrace the most up-to-date approaches in each area and, for example, can offer an investment ‘Platform’ which is a wealth management service through which you can invest in a range of assets cost and tax efficiently, with your own online access.

By exploring your goals and objectives we can tailor a financial strategy specific to your needs. Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and, for example, the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations, we will help you complete the relevant paperwork and put your financial plan in place. As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose to do so.

Our offices are located conveniently in Droitwich High Street from where we undertake to offer you the very best advice we can whatever your particular needs.