Welcome to Prosperity Financial Advisors & Stockbrokers
“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.“ Mark Newman, Founder and Managing Director of 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 on 01329 821950.