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
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
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
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.
I am an independent financial adviser who can advise using the whole of the market and am restricted to the products of any one company.
I have a particular interest in pensions accrued under corporate schemes having worked in this arena for many years.
Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond.
I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
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