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

    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

    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

  • john

    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

  • karen

    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

    Neil Jacobs

    Financial Adviser

    Biography coming soon…

  • steve

    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

    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-website

    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

  • Blank Team Member Image

    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

    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

    Mary Hemingway

    Trainee Financial Adviser

    I began working for Prosperity in April 2015 having previously worked as a Financial Consultant for a high street bank … Continued

  • julie

    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

    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

  • new-jonathan

    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

  • yvonne

    Yvonne Young

    Financial Adviser

    Yvonne has worked in financial services for 30 years. She qualified as a Financial Advisor 10 years ago working in … Continued

Latest News

Budget 2016

Whilst only minor changes affecting the financial services industry were announced in the budget, the key changes for 2016/2017 set … Continued

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