Prosperitas Wealth Planning Limited
Initial consultation free
Restricted
The service we offer provides a winning combination of professional advice, choice and value.
We can advise you on
Clients
helped
130helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Miss Natalie Dobson DipPFS
Financial Planner
Mrs Anna Kilby APFS
Director
Mrs Claire Davidson APFS
Director
Mrs Ceylan Foster DipPFS
Financial Planner
What our clients say
k
Keith
Ceylan and her team have been absolutely amazing to work with. They have helped me expand my portfolio over the last two years with fantastic knowledge and excellent service. I had never worked with...
jr
Janice & Roger
Anna always deals with any questions quickly and efficiently and gives good, honest advice in a pleasant, helpful manner. We would highly recommend her services.
m
Mae
Natalie was amazing from the start, really helpful, knowledgeable and made the whole process of setting a pension up simple and worry free. Would highly recommend.
g
Gillian
Claire provided me with financial advice after I sold my business. Although the advice was complex, she explained the advice comprehensively and made sure I understood all aspects.
The advice Claire...
a
Amy
Natalie from Prosperitas Wealth Planning Ltd is such a friendly and knowledgeable person.
Nothing is too much trouble for her and she will go out of her way to help you.
I would definitely recommend...
m
Mae
Natalie was amazing from the start, really helpful, knowledgeable and made the whole process of setting a pension up simple and worry free. Would highly recommend.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited, 07/07/2023.
Legal information
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