uprosper®

Independent Financial Adviser  17 Hanover Square, London, W1S 1BN
First meeting at adviser's own cost
Online financial advice service covering investments, pensions, protection mortgages. Communicate online 24/7. Low-cost fixed fee option, and pay monthly options available. Among the cheapest advisory services in the country.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible investments
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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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Critical illness
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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
Response rating
7.8/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Pritesh Desai
Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Chartered financial planner - individual adviser accreditation
Anisha Desai
Adviser
Cert CII (MP)

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

About us

uprosper® is an online financial advice service. Our plans provide advice across pensions, investments, protection and mortgages. We encourage more frequent communication which is more convenient for our clients and allows us more opportunity to get to know them.

Our mission is to make financial advice more affordable and accessible to everyone. You don't have to be wealthy to use our service. We also understand that while advice is desirable, it is not always possible for people to afford large upfront fees. Our low fees are fixed no matter how much or little you have to invest.

Our lead adviser is a Chartered Wealth Manager, Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered Fellow of the Chartered Institute for Securities & Investment. He was awarded the Applied Wealth Management award by the CISI in 2017.

Our services

We provide a range of services across investments, pensions, protection/insurance and mortgages (BTL, equity release included).

We can focus on a specific task, or conduct a full financial review of your circumstances, objectives and goals. We will always endeavour to understand your needs fully and explain our advice in clear terms to ensure you have a complete understanding.

Please note we do not advise on defined benefit pension transfers.

Where to find us
Head office address: 17 Hanover Square, London, W1S 1BN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • mouse
    Online (Live chat, video, email)
Response rating
7.8/10
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FCA authorised
Last authorised 20th June 2022

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