Prosperity Financial Planning

Independent Financial Adviser 27 Tarn Moor Crescent, Skipton, BD23 1LT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions. Tel:
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Lee Windle MBA APFS
Chartered Financial Planner / Independent Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

27 Tarn Moor Crescent, Skipton, BD23 1LT

Make an enquiry
About us

Prosperity Financial Planning is headed up by Lee Windle. Lee has been awarded Chartered Financial Planner status in 2013, He is one of only a small number of IFAs regarded as having reached the industry's "Gold standard". Providing financial advice since 1996, he has a wealth of experience in helping clients to achieve their financial goals. Before establishing Prosperity Financial Planning, he worked as an adviser for six years at Armstrong Watson and prior to that, HSBC.

Our services

Focusing on building long term relationships founded on trust, we help to increase, manage and protect your wealth by providing bespoke quality financial advice. ‘Independent’ means just that, we are not tied to any one provider in recommending investments, policies or plans

By getting to know your values, aspirations and what makes you tick, we can then help you to achieve your financial goals. We guarantee:

• Chartered level financial expertise
• Face to face advice and personal reviews
• Recommendations tailored to your personal circumstances
• Regular investment/pension updates and communications
• Costs and fees laid out in advance

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Prosperity Financial Planning is a trading name of 2Plan Wealth Management Ltd. 2Plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA Register (www.fca.org.uk) under reference 461598. Registered office: 2Plan wealth management Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. .

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