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

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

  • Lisa Nicholson

    Compliance Director

    Having joined Prosperity in 2014, I am delighted to be part of an organisation committed to providing the very best standards … Continued

  • Mary Hemingway

    Financial Adviser

    Since joining Prosperity in April 2015 I have had the opportunity to learn about the business and experience all aspects of … Continued

  • Gary Noot

    Financial Adviser

    I am a fully qualified Independent Financial Adviser and pension transfer specialist and a member of the Chartered Insurance Institute. I … Continued

  • Ken Bannister

    Financial Adviser

    Ken has been in the financial services industry for over 30 years, bringing a wealth of experience and knowledge to … Continued

  • Neil Jacobs

    Financial Adviser

    Neil was delighted to join the Prosperity team as an adviser in 2016. He has 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

  • Steven Taylor

    Financial Adviser

    I have worked in Financial Services for over 20 years, initially with AXA Sun Life before founding my own IFA … Continued

  • Martin Dore

    Financial Adviser

    Martin joined the Prosperity team in August 2017. Having worked in Financial Services for 30 years he has a wealth of … Continued

  • Phil Mason

    Trainee Financial Adviser

    I joined Prosperity in 2018 to achieve my goal of becoming a Financial Adviser. I have worked in the financial … 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 Byrne

    Paraplanner

    My career in Financial Services began after I graduated in 2013 from Portsmouth University with a First Class degree in … Continued

  • Karen Barrett

    Paraplanner

    I joined the Prosperity team at the Fareham Head Office in April 2016 after 8 years at a large pensions … Continued

  • Chris Brown

    Financial Administrator

    I began working for Prosperity in November 2016 after completing a Master’s degree in Investment Analysis at the University of Stirling. … Continued

  • Christie Harrison

    New Business Analyst

    I joined the team at Prosperity in 2018 as a New Business Analyst at the Head Office in Fareham. I … Continued

  • Karen Hannaby

    Receptionist and Client Administrator

    I joined Prosperity in January 2018 as Receptionist and Client Administrator. I have 20 years’ experience working across both public … Continued

  • Peter Markham

    Apprentice

    I joined the Prosperity team at the Fareham Head Office in January 2018 having graduated from the University of Brighton … Continued

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