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

7.0/10

22nd July 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 review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- Rest of world
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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

Meet our advisers

Mary Hemingway DipFA

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

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

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.

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 2 contacts Jasper and Mary

Roy Ellison, Keyleigh

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 review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- Rest of world
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension 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

Similar advisers near you

Flying Colours & Partners

Independent Financial Adviser 0.91 mi

See profile

Eildon Financial Ltd

Independent Financial Adviser 2.68 mi

Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.

See profile

David Nichol Financial Planning

Independent Financial Adviser 4.17 mi

Providing quality, Independent, Whole Of Market Advice. 21 Years as a Financial Adviser.

See profile

Keith Roseburgh Financial

Independent Financial Adviser 24.52 mi

Financial planning for people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, 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.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.