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About Us

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Welcome to Prosperity

At Prosperity we deliver professional independent advice to our clients. Using our core principles of integrity, fairness & respect, we build long-term relationships that are based on trust with the aim of enhancing our client’s assets, and supporting them step-by-step in achieving their financial goals.“

– Mark Newman, Founder and Managing Director of Prosperity

Prosperity is a national financial planning business. We specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees.

At Prosperity we believe that wealth management is more than just offering investment advice. It is about building a trusted relationship that you can rely on. We understand that the real value for you as a client comes when your adviser understands your circumstances, financial needs and goals and can make plans to assist you with achieving these. This means having access to good quality independent financial planning advice at a time when it is needed and regular reviews of your ongoing situation to ensure that your plans remain on track.

The following pages will tell you more about what it means to be a client of Prosperity and the benefits to you as an individual. If you would like to know more about Prosperity, please contact us.

For example, our Independent Financial planners can help you with:

Investing A Lump Sum

Deciding How Much To Save To Retire Comfortably

Estate Planning & Saving Inheritance Tax

Dividing Pension Entitlements On A Divorce Or Separation

Getting The Right Type & Amount Of Life & Health Insurance

Planning To Pay School Or University Fees

Deciding On How Much To Borrow

Providing A General Financial Health Check

Accreditations

The Gold Standard is a code of good practice for safeguarded and defined benefit pension transfer advice, awarded by the Personal Finance Society.

VouchedFor check every adviser is authorised by the appropriate governing body, and confirm key details such as their fees and qualifications. We verify the identity of all reviewers, and never remove or edit negative reviews

The Financial Ombudsman Service settles individual disputes between consumers and businesses that provide financial services. We resolve disputes fairly and impartially, and have the power to put things right.

We are authorised and regulated by the Financial Conduct Authority and are entered in the Financial Services Register under number 507580

Our Advisors hold a minimum level 4 qualification in financial advice recognised by the Financial Conduct Authority such as the Diploma for Financial Advisers (DipFA) awarded by The London Institute of Banking & Finance.

The Personal Finance Society (PFS) is a professional body dedicated to building trust in the financial planning profession. Our Advisors are members of the PFS.

The Chartered Insurance Institute (CII) is a professional body dedicated to building trust in the insurance and financial planning profession. Prosperity is CII accredited.

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.

Meet The Team

Financial Advisers

Mark Newman

Managing Director
& Financial Adviser

Jasper de Zoeten

Commercial Director
& Financial Adviser

Phil Mason

Financial
Adviser

Stuart Barrett

Financial
Adviser

Jonathan Buller

Financial
Adviser

Martin Dore

Financial
Adviser

Neil Jacobs

Financial
Adviser

Robin Lawrie

Corporate Pension &
Pension Transfer Specialist

Jack Wraithmell

Financial
Adviser

Rob Gibbens

Financial
Adviser

Martin Hughes

Financial
Adviser

Mike Smith

Financial
Adviser

Paul Brown

Financial
Adviser

Support Team

Sasha Sherman

Head of Paraplanning &
Pension Transfer Specialist

Julie Morris

Practice
Manager

Micky Pavey

Paraplanner
 

Peter Markham

New Business
Analyst

Lisa Grange

Receptionist &
New Business Analyst

Michaela Hopwood

Client
Administrator

Naomi Byford

Client
Administrator

Laura Barton

Client
Administrator

Micky Church

Client
Administrator

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