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About Us

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Welcome to 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

Meet The Team

Financial Advisers

Jasper de Zoeten

Financial
Adviser

Martin Dore

Financial
Adviser

Martin Hughes

Financial
Adviser

Neil Jacobs

Financial
Adviser

Jonathan Buller

Financial
Adviser

Mike Smith

Financial
Adviser

Support Team

Sasha Sherman

Head of Paraplanning &
Pension Transfer Specialist

Micky Pavey

Paraplanner
 

Michaela Hopwood

Paraplanner

Lisa Grange

Receptionist &
Client Services Officer

Peter Markham

Support Services Officer

Emma Berrow

Support Services Officer

Micky Church

Client Services Officer

Laura Barton

Support Services Officer

Mike Goldsmith

Paraplanner