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. 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.
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.
Services
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.
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/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.
Contact us if you would like us to help advise you in any of the areas below.
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/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.
This depends on the advice required.
We charge fees based on a percentage of the initial amount invested, but if you purely want advice, we can charge you an hourly rate.
This will all be discussed and wholly clarified at your appointment with us.
Every client is different.
We can be paid in various ways.
The most common is by deduction from your investment.
However, we can take separate payments from you (cheque or bank transfer only), and we sometimes take a commission for life provider products instead of a fee.
We charge fees based on a percentage of the initial amount invested, but if you purely want advice, we can charge you an hourly rate.
This will all be discussed and wholly clarified at your appointment with us.
Every client is different.
We can be paid in various ways.
The most common is by deduction from your investment.
However, we can take separate payments from you (cheque or bank transfer only), and we sometimes take a commission for life provider products instead of a fee.
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