Prosperity Financial Advisors and Stockbrokers Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Financial planning
- Wealth management
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Long term care
- Long term care
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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