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Our Services

Contact Us

Local financial advisors you can trust.

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. As trusted local financial advisors we offer a range of different services, including:

Pensions

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.

Business Solutions

Your Prosperity advisor will work with you to implement a straightforward and well-organised corporate package ranging from employee benefits, group pension scheme, corporate financial planning and business protection.

Protection

A professional adviser can help you see what level of cover you need in order to ensure both you and your loved ones are covered in the event of death, critical illness or being unable to work.

Stockbroking

We offer a broad range of services and products for our clients, including Advisory Stockbroking to Investment Management for SIPPs, Estates and Trusts.

Investments

People invest for different reasons and there are many different investment options available, your Prosperity adviser will advise you on which is the best and most tax efficient option to meet your requirements.

Mortgages

Whether you are a first time buyer, remortgaging considering equity release or looking at a buy-to-let property, Prosperity can help you with your mortgage needs.

Estate Planning & Inheritance Tax

Prudent estate planning can often save a significant amount of tax, meaning that your beneficiaries stand to inherit more of your wealth.

Environmental, Social & Governance (ESG)

The term “ESG” usually brings to mind environmental issues like climate change and pollution, but the term means much more. If you have ethical beliefs or are just interested in investing in assets that have a positive impact, we can advise you on a suitable portfolio.

Non Advised

Financial advice is not right for everybody. It could be that you don’t need advice or that you wish to set up and manage your own portfolio but are unsure where to start. Prosperity offer a managed direct service which you can access here

03300 585 377

info@prosperityifas.com

The content of this website should not be considered as advice. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Although the Prosperity Independent Financial Advisors & Stockbrokers Ltd. website has been checked for viruses and malware prior to uploading, it is advised that you run your own software regularly due to the content of the Internet. We accept no responsibility for the accuracy or content of external websites. The firm is not responsible for the content of external links.

Prosperity Independent Financial Advisors and Stockbrokers Limited is authorised and regulated by the Financial Conduct Authority. FCA number 507580.The FCA does not regulate some aspects of Trust or Inheritance Tax Planning. Registered in England No. 06992522. Registered Office: Bramble House, Wickham Road, Fareham. PO16 7JH.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk