Welcome to Prosperity Financial Advisors and Stockbrokers

We offer a relationship-based independent financial advice service. Being client-focused means that nothing is more important to us than ensuring that our clients are at the core of everything we do. This commitment means offering high quality impartial advice and looking after our clients in a way that is reflective of their individual circumstances and goals.

At Prosperity our aim is to help you prepare for the future

  • We offer exceptional levels of service
  • We create a personal solution tailored to your needs
  • We add creative and innovative solutions to your financial planning and wealth management

Meet the Prosperity Team

  • Mark Newman

    Managing Director & Financial Adviser

    I founded Prosperity along with my business partner Jasper de Zoeten In March 2009, with a vision to provide the very best … Continued

  • Jasper de Zoeten

    Commercial Director & Financial Adviser

    Having started my career in the financial industry as a sales broker in Germany I moved into International Business Development … Continued

  • Paul Allan

    Financial Adviser

    I have worked in Financial Services for 27 years beginning my career with Britannic Assurance in 1990. Since then I … Continued

  • Chris Brown

    Financial Administrator

    I began working for Prosperity in November 2016 after completing a Master’s degree in Investment Analysis at the University of Stirling. … Continued

  • John Webber

    Financial Adviser

    John was delighted to join Prosperity in 2016, as the company’s first adviser in his home town of Exeter. As … Continued

  • Gary Noot

    Financial Adviser

    I am a fully qualified Independent Financial Adviser and pension transfer specialist and a member of the Chartered Insurance Institute. I … Continued

  • Karen Barrett

    Trainee Paraplanner

    I joined the Prosperity team at the Fareham Head Office in April 2016 after 8 years at a large pensions … Continued

  • Neil Jacobs

    Financial Adviser

    Neil was delighted to join the Prosperity team as an adviser in 2016. He has over 20 years experience in … Continued

  • Steve Taylor

    Financial Adviser

    I have worked in Financial Services for over 20 years, initially with AXA Sun Life before founding my own IFA … Continued

  • Lisa Nicholson

    Compliance Director

    Having joined Prosperity in 2014, I am delighted to be part of an organisation committed to providing the very best standards … Continued

  • Sophia Higgins

    Senior Resource Manager

    I began my career with Prosperity in September 2015 as the Senior Resource Manager at our head office in Fareham. … Continued

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    Emm Lawlor

    Senior Paraplanner

    I began my career with Prosperity in December 2015 as Senior Para-planner, based at our head office in Fareham. I … Continued

  • Sasha Byrne

    Business Analyst

    This is my first job in Financial Services having graduated in 2013 from Portsmouth University with a First Class degree … Continued

  • Mary Hemingway

    Financial Adviser

    Since joining Prosperity in April 2015 I have had the opportunity to learn about the business and experience all aspects of … Continued

  • Julie Morris

    Client Relationship Administrator

    My name is Julie, I joined Prosperity in January 2016. I previously worked within Financial Services in an administration-based role. … Continued

  • Ken Bannister

    Financial Adviser

    Ken has been in the financial services industry for over 30 years, bringing a wealth of experience and knowledge to … Continued

  • Jonathan Buller

    Financial Adviser

    I started my career as a financial adviser in 1992, and have worked within major corporate organisations of the financial … Continued

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