Working together, in partnership
We work closely at a strategic level with like-minded professional firms such as solicitors and accountants to deliver an integrated advice service. This partnership means that we are all able to offer our clients a complete solution, helping them to meet their financial and lifestyle objectives.
Our expertise covers all areas of financial planning, but particularly pensions, investments and portfolio management. Specific areas where we have supported our professional connections and achieved a quantifiable benefit for their clients include.
- Pension sharing upon divorce
- Investment advice associated with probate cases
- Portfolio management services for trustees
- Investment of lump sums from employment tribunal awards
- Company pensions – scheme establishment and ongoing management
If you would be interested in creating an alliance with a Prosperity advisor then please visit the contact an advisor section of our website or call us on 01329 821950.