Welcome to Prosperity Financial Advisors and Stockbrokers

We offer a relationship-based independent financial advice service. Being client-focused means that nothing is more important to us than ensuring that our clients are at the core of everything we do. This commitment means offering high quality impartial advice and looking after our clients in a way that is reflective of their individual circumstances and goals.

At Prosperity our aim is to help you prepare for the future

  • We offer exceptional levels of service
  • We create a personal solution tailored to your needs
  • We add creative and innovative solutions to your financial planning and wealth management

Get in Touch

Meet the Prosperity Team

  • Mark Newman

    Managing Director & Financial Adviser

    I founded Prosperity along with my business partner Jasper de Zoeten In March 2009, with a vision to provide the very best … Continued

  • Jasper de Zoeten

    Commercial Director & Financial Adviser

    Having started my career in the financial industry as a sales broker in Germany I moved into International Business Development … Continued

  • Phil Mason

    Financial Adviser

    I joined Prosperity in 2018, having worked in the financial services industry since 2005, where I have worked for a … Continued

  • Stuart Barrett

    Financial Adviser

    I have established a 30-year career in Financial Services having worked previously for a leading High Street Bank, a solicitor … Continued

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    Jack Wraithmell

    Financial Adviser

    I joined Prosperity in 2019, after searching for a firm that shared my passion for making Independent Financial Advice accessible … Continued

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    Rob Gibbens

    Financial Adviser

    I joined Prosperity in 2019 with 9 years experience in the financial services sector, working with companies including Lloyds, MetLife … Continued

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    Martin Hughes

    Financial Adviser

    I have worked in the financial services industry for over three decades. I started work in the City of London, … Continued

  • Neil Jacobs

    Financial Adviser

    I was delighted to join the Prosperity team as an adviser in 2016. I have over 20 years experience in … Continued

  • Jonathan Buller

    Financial Adviser

    I started my career as a financial adviser in 1992, and have worked within major corporate organisations of the financial … Continued

  • Martin Dore

    Financial Adviser

    I joined the Prosperity team in August 2017. Having worked in Financial Services for 30 years I have a wealth … Continued

  • Robin Lawrie

    Financial Adviser & Pension Transfer Specialist

    I joined Prosperity in November 2018 after working for many years with JLT Benefits Ltd, AEGON Benefit Solutions and Guardian … Continued

  • Julie Morris

    Practice Manager

    I joined Prosperity in January 2016 and have worked in Financial Services administration for several years. Before changing my career … Continued

  • Sasha Sherman

    Head of Paraplanning & Pension Transfer Specialist

    My career in Financial Services began after graduating in 2013 with a First Class Degree in Mathematics and starting with … Continued

  • Micky Pavey

    Paraplanner

    I joined Prosperity in September 2018 as a Paraplanner at the Head Office in Fareham. I have been working in … Continued

  • Peter Markham

    New Business Analyst

    I joined the Prosperity team as an Apprentice at the Fareham Head Office in January 2018 having graduated from the … Continued

  • Lisa Grange

    Receptionist and New Business Analyst

    I joined the Prosperity team in April 2019 as a Receptionist/ New Business Analyst. I have 16 Years history in … Continued

  • Michaela Hopwood

    Client Administrator

    I joined Prosperity in April 2019 as Client Administrator in the Fareham Head Office. The role allows me to further … Continued

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