About Us
Contact UsWelcome 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
Laura Barton
Support Services Officer
Mike Goldsmith
Paraplanner