Prosperity Financial Advisors & Stockbrokers

Independent Financial Adviser Eildon House, Dingleton Road, Scottish Borders, Melrose, TD6 9QY

First meeting at adviser's own cost

Response rating

9.3 /10

9th December 2019

We believe no one can predict the future... but we can certainly help you prepare for it financially!

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
Stockbroking services
- Stockbroking services
Long Term Care
- Long term care

Make an enquiry Request a call back 01896 318971 Recommend to a friend

Meet our advisers

Jasper De Zoeten MIFS DipFA

Financial Adviser and Commercial Director of Prosperity

Mary Hemingway DipFA

Independent Financial Adviser & Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

FSRE - Financial Services, Regulation and Ethics (LIBF)

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

DipFA - Diploma for Financial Advisers (LIBF)

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

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

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 2 contacts Jasper and Mary

Roy Ellison, Keyleigh

I needed advise on two maturing pension plans, Mary 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

Mary looked into investments made while living abroad and how they would be affected in the UK. She reviewed requirements for pensions and potential shorter term university fee plan. While we initially had some concerns with the overseas investments, Mary helped us sort these out and we are now seeing fairly good growth in the new investments

Anon, Melrose

Where to find us

Eildon House, Dingleton Road, Scottish Borders, Melrose, TD6 9QY

Make an enquiry

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.

Make an enquiry Request a call back 01896 318971 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
Stockbroking services
- Stockbroking services
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Make an enquiry Request a call back 01896 318971 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01896 318971 Recommend to a friend

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