Local financial advisors you can trust.
Our years of experience and expertise in strategic financial advice can help you achieve your financial goals. Contact us if you would like us to help advise you in any of the areas below. As trusted local financial advisors we offer a range of different services, including:
With a full assessment of your current and future retirement goals, your Prosperity adviser can make sure you have the right retirement strategy aligned to your needs.
Defined Benefit Pension Transfers
Defined benefit/final salary pension transfers are not to be taken lightly, at Prosperity we conduct a thorough assessment of your current and future retirement needs and advise you if a transfer is the right thing to do or not.
Your Prosperity advisor will work with you to implement a straightforward and well-organised corporate package ranging from employee benefits, group pension scheme, corporate financial planning and business protection.
A professional adviser can help you see what level of cover you need in order to ensure both you and your loved ones are covered in the event of death, critical illness or being unable to work.
We offer a broad range of services and products for our clients, including Advisory Stockbroking to Investment Management for SIPPs, Estates and Trusts.
People invest for different reasons and there are many different investment options available, your Prosperity adviser will advise you on which is the best and most tax efficient option to meet your requirements.
Whether you are a first time buyer, remortgaging considering equity release or looking at a buy-to-let property, Prosperity can help you with your mortgage needs.
Estate Planning & Inheritance Tax
Prudent estate planning can often save a significant amount of tax, meaning that your beneficiaries stand to inherit more of your wealth.
Environmental, Social & Governance (ESG)
The term “ESG” usually brings to mind environmental issues like climate change and pollution, but the term means much more. If you have ethical beliefs or are just interested in investing in assets that have a positive impact, we can advise you on a suitable portfolio.
Financial advice is not right for everybody. It could be that you don’t need advice or that you wish to set up and manage your own portfolio but are unsure where to start. Prosperity offer a managed direct service which you can access here