Prosperity Financial Advisors and Stockbrokers Limited

Independent Financial Adviser  Prosperity, Fareham, Hampshire, PO16 7JH
First meeting at adviser's own cost
"I can't predict the future... but I can prepare for it"
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Jonathan Buller Dip PFS
Independent Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ken Bannister Dip PFS, Dip PFA
Independent Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Gary Noot Dip PFS
Independent Financial Advisor and Pension Transfer Specialist

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Neil Jacobs Dip FA
Independent Financial Advisor

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Martin Dore

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Stuart Barrett

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Phil Mason

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mark Newman Dip FA
Managing Director and Stockbroker

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Great value, great service, wonderful people - I love them all! Prosperity have helped me with my financial plans and I can't thank them enough for their support especially after my husband sadly passed away. Thank you x
Mrs Jenny Caplin, Totton
About us

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.

Our services

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.

Where to find us
Head office address: Prosperity, Bramble House, 112 Wickham Road, Hampshire, Fareham, PO16 7JH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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