Prosperitas Wealth Planning Limited
The service we offer provides a winning combination of professional advice, choice and value.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long Term Care
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Last authorised 8th August 2022
Meet our advisers
Miss Natalie Dobson DipPFS
Financial Planner
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
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This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF8 - Certificate in Long-Term Care Insurance (CII)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Mrs Anna Kilby APFS
Director
Qualifications & Accreditations
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APFS - Associate, Personal Finance Society (PFS)
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To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Mrs Claire Davidson APFS
Director
Qualifications & Accreditations
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APFS - Associate, Personal Finance Society (PFS)
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To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Mrs Ceylan Foster DipPFS
Financial Planner
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Miss Laura Mitchell CeMAP
Mortgage & Protection Advisor
Qualifications & Accreditations
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CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Mrs Laura Dawson CertCII (MP)
Mortgage & Protection Advisor
What our clients say
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 people who follow up on every promise they made until I started working with Prosperitas Wealth Planning. Every email is answered and every call returned. I cannot speak highly enough of Ceylan and her Team.
Keith, Hessle
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 provided has given me the financial freedom and ability to meet my goals. I continue to be kept up to date and have peace of mind that I can contact Claire with any queries I may have.
Gillian, Sheffield
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.
Janice & Roger, Donnington
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 Prosperitas Wealth Planning Ltd to anyone who requires financial advice and in particular Natalie.
Amy, York
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.
Mae, York
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.
Mae, York
Anna has been looking after our families finances for almost 10 years now. We were first introduced to Anna through my Grandparents, then my parents, then my sister and myself.
I love working with Anna because she understands my individual needs, my levels of risk that I am willing to take and my long term and short term goals. I particularly like the honest advice she gives to me.
We have regular zoom meetings which I find very helpful because this keeps me on track of what I need to do, planning mortgage renewal, increasing pension contributions etc.
The peace of mind I get from knowing and understanding what my investments are doing enables me to actually enjoy what I am working for right now knowing my long term future is being looked after.
I always come away from speaking with Anna feeling excited and happy.
I would 100% recommend Anna and Prosperitas for any financial matters.
Louisa, Driffield
About us
Managing your finances effectively can be a confusing business. The financial world is complex and making the right decisions for your future can seem a daunting process. At Prosperitas Wealth Planning Ltd, we take pride in offering a personal service that considers your individual circumstances. Your financial situation is unique, so we work hard to understand your goals and aspirations and make financial recommendations based on a comprehensive and detailed analysis of your needs.
Residing at Hesslewood Country Office Park in Hessle, Prosperitas Wealth Planning Ltd aspires to be recognised as one of the very best advisory businesses in the Yorkshire and Humber region, proudly offering a team of experienced, knowledgeable and friendly advisors.
Our services
We are devoted to assisting both individuals and corporations with their financial planning requirements and pride ourselves on our professional service. We are dedicated to building long term client relationships and to ensuring their needs are met and reviewed with confidence.
Through our comprehensive offer, our advisors are able to assist with your financial planning needs in the following areas:
- Saving & Investing for the Future
- Planning for Your Retirement
- Trust & Estate Planning
- Owning Your Own Home
- Protecting Your Life & Other Assets
- Wealth Planning
Where to find us
Head office address: Parkgate House, Hesslewood Country Office Park, Ferriby Road, Ferriby Road, Hessle, Hessle, HU13 0QF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
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.
