At Prosperity we deliver professional independent advice to our clients, using our core principles of integrity, fairness & respect.
As a national client-facing service business, nothing is more important to us than ensuring you are at the core of everything we do. This commitment means offering advice and managing your portfolio in a way that is reflective of your personal circumstances.
We will provide you with 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.
We can also offer stockbroking services as well as offering many other bespoke solutions from our in-house specialists such as defined benefit pension transfers and workplace pension auto enrolment.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
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