Prolific has an ever growing client base, boosted in part by joint ventures and business introduction arrangements with some of the most respected accountancy and legal firms in the North West.
Simon and I both hail from National IFA backgrounds where 20 years ago, commission based “sales” targets were the driving factor.
Although we always relished a challenge, trying to deliver a client focused financial advice service in a commission based environment felt like banging our heads against a brick wall.
Delivering the well-rounded service which our existing clients deserved became increasingly difficult due to the consistent drive for new clients.
Simon and I were both committed to over-delivering to our valued clients, but circumstances made this difficult. We found ourselves talking about these frustrations and with almost perfect synchronicity we came to the same conclusion.
We wanted and indeed needed to establish an advisory business which would truly put our Clients’needs at the centre of everything we did.
Our company would be staffed by a highly qualified team, people who shared our values.
A team who would embrace the latest technology, which would keep our costs low, whilst at the same time provide our clients with an outstanding service at a competitive price.
Thus, achieving our aim of providing a first class fee-based service, designed to build long-term relationships with each of our clients.
Without exception, we can give the best advice and fulfil our commitment of over-delivering every time.
At that time we both had young families, so giving up safe employment was a daunting step, but we truly believed in our ideas and Prolific was launched in 2001.
That was 17 years ago, and looking back it is evident that our aims and objectives have been achieved and this success is reflected in our valued client base.
In 2006 our success was recognised and we were seconded onto the IFA development panel for Standard Life’s WRAP service. We were incredibly proud to be the first in the UK to go live, thereby offering our clients a platform-based service before many had even heard of it.
We continually strive to be ahead of our competitors with new technology to improve our clients’ experience.
Embracing the qualification culture which we have adopted, the Prolific team are now all Chartered Insurance Institute (CII) registered with a wide range of qualifications to their names. In 2009 Prolific became one of the first in the North West to be granted the highly regarded Chartered Financial Planner Status.
Always at the forefront of giving best client service, more than ten years after Prolific was launched, the Retail Distribution Review finally came into force on 31st December 2012.
No more commission based culture, exactly as we had decided was the way forward for our clients, all those years ago!
Prolific now has an ever growing client base, boosted in part by joint ventures and business introduction arrangements with some of the most respected Accountancy and Legal firms in the North West.
To date, we are justifiably proud that we still have a 99.9 % client retention rate and are still over-delivering every time.
We look forward to welcoming you into the Prolific family.
Phil and Simon
Phil has spent his entire career in Financial Services, initially working for a Life Office then latterly as an Assistant Director for a National Wealth Management Consultancy, before co-founding Prolific Financial Services in 2001. He was awarded his Chartered Financial Planner status in 2009.
Away from the office Phil enjoys Karate, Horse riding and socialising with friends and family.
Favourite City – Venice
Before co-founding Prolific Financial Services in 2001, Simon was a Divisional Director for a National Employee Benefits/Wealth Management Consultancy for over 15 years.
Away from the office Simon is a keen skier, tennis player and cyclist. Last year he completed the Prudential RideLondon-Surrey 100, cycle ride, completing it in just under 6 hours.
Favourite City – Vancouver
Karen joined Prolific in January 2010 as a Principal Consultant. Karen has worked in the Employee Benefits advisory sector for over 30 years. As a practitioner, she has worked with various types of companies in accessing and setting up their employee benefits.
Charlotte joined Prolific Financial Services in 2017 as an administrator in the Wealth Management Team. She is a member of the Personal Finance Society and is currently working towards her Diploma in Regulated Financial Planning.
Away from the office Charlotte enjoys Horse riding, going to the Gym and socialising.
Favourite City – New York (especially the shopping)
Will joined Prolific Financial Services in 2010 after graduating from Keele University with a Degree in Accounting & Finance. Will joined as an Administrator but following the award of his Diploma in Regulated Financial Planning he was appointed as a Consultant within Wealth Management team. He is currently working towards his Chartered Financial Planner status.
Away from the office Will enjoys cooking; running and supports Manchester United, creating great rivalry in the office.
Favourite City – Barcelona