Prosperity Financial Advisors & Stockbrokers

Independent Financial Adviser  Eildon House, Scottish Borders, Melrose, TD6 9QY
First meeting at adviser's own cost
We believe no one can predict the future... but we can certainly help you prepare for it financially!
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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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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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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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Jasper De Zoeten MIFS DipFA
Financial Adviser and Commercial Director of Prosperity
What our clients say
After struggling with a local Financial Advisor for many years I am extremely pleased I found Prosperity who have and are giving me an “Excellent Service” I would struggle with my financial and pension planning without the professional and superb help of my contact, Jasper.
Roy Ellison, Keyleigh
I needed advise on two maturing pension plans, Prosperity helped by explaining (in layman's terms) all options available for said plans. In what is 9 months into the first investment year, I'm very happy with the projected outcome. Personally i cant think of anything that could have been done better
Anon, Hawick
Prosperity looked into investments made while living abroad and how they would be affected in the UK. They reviewed requirements for pensions and potential shorter term university fee plan. While we initially had some concerns with the overseas investments, Prosperity helped us sort these out and we are now seeing fairly good growth in the new investments.
Anon, Melrose
About us

Prosperity is a trusted national financial planning firm with a regional office in Eildon House, Melrose which covers the whole Scottish Borders including Galashiels, Hawick, Selkirk and Kelso. We deliver professional advice on pensions, invstments and protection using our core principles of integrity, fairness and respect.

Our services

We specialise in independent financial advice and wealth management to individuals, businesses and trustees and pride ourselves on building trusted relationships that can be relied upon.

We can also offer stockbroking services as well as offering many other bespoke solutions from our in-house specialists such as defined benefit pensions transfers.

Where to find us
Head office address: Eildon House, Dingleton Road, Scottish Borders, Melrose, TD6 9QY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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