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
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
Jasper de Zoeten
Corporate Pension &
Pension Transfer Specialist
Head of Paraplanning &
Pension Transfer Specialist
New Business Analyst