Get a consultation
Prosperity Wealth For Every Parent
Who is Prosperity Wealth?
Founded in 2010, Prosperity Wealth provides complete independent financial advice and planning. We help you can understand what you need to do with your money today to provide peace of mind for your family tomorrow.
We offer a personalised service – understanding that every parent’s financial situation and goals are different – listening and providing expert, jargon-free advice. There’s no upfront cost for the initial consultation, with clear information on fees before you proceed.
We’re also an award-winning provider with financial advisers that regularly feature on Top Rated Adviser lists in The Times and FT Times.
Where is Prosperity Wealth based?
Based in the Midlands, we help parents across the country. Regulated and authorised by the Financial Conduct Authority, you’ll find 80 qualified advisers that manage £1bn in funds for our clients – you’re in trained and family-friendly hands. You’ll get to know your financial adviser by name, as there are no call centres at Prosperity Wealth.
How can Prosperity Wealth help my family’s finances?
Whether you need help moving up the property ladder with a mortgage and insurance as your family grows or you’re saving for your future – we give you the confidence to move forward.
We offer a complete financial planning service, which means we can review every aspect of your family’s finances.
Prosperity Wealth can support your family at every stage:
🏠 A larger property for a growing family. Family life is busy, and moving house needs to be as stress-free as possible. Our qualified mortgage advisers can look at affordability, explain types of rates, discuss your circumstances, look at lenders, and walk you through the process. Advice is unbiased – so what’s best for your family’s circumstances takes priority.
🧒Planning for your children’s future. When little ones come along, you consider their financial security too. From setting up savings accounts for you and your children to life and critical illness cover should the unthinkable happen – we can help you plan your family’s financial future.
🏌️Planning for your retirement as your income changes. As your family grows, it is usual for your income to fluctuate up and down. Our qualified advisers can help you to continue to pay into a pension in a way that suits your family circumstances. You’ll receive a pension review and discuss your retirement goals. We can bring multiple pension plans together where suitable.
💷 Understanding taxation and inheritance. Planning for your family’s financial future also has tax implications, and we can explain how your choices impact your tax liability.
Benefits of working with Prosperity Wealth:
- Regulated and authorised by the Financial Conduct Authority.
- Qualified family-friendly advisers with no call centres.
- Complete financial planning so that you can review everything together.
- Jargon-free advice with no upfront fee for talking.
- Unbiased advice that places your family’s needs first.
- No pressure to proceed.
The not-so-small print
Prosperity Wealth Limited is authorised and regulated by the Financial Conduct Authority – Financial Services Register No 533004 at http://www.fca.org.uk. The Financial Conduct Authority does not regulate some aspects of buy-to-let mortgages and commercial finance. Your home may be repossessed if you do not keep up repayments on your mortgage.Get a consultation
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
- Long Term Care
If the mortgage is under £100,000 the broker fee will be discounted to £250