Prosperity Wealth
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Prosperity Wealth
At Prosperity Wealth, we can help guide you towards a brighter financial future. Whether you're investing for growth, thinking about retirement or setting up a home we are here to help you on your journey. Wherever you are on your homeownership journey, we can help you to find the most appropriate products for you. Prosperity's Commercial Finance team are specialists in sourcing funding for businesses with many years' combined experience in the finance and banking sectors.

We can advise in any of the areas detailed here individually or as part of a broader Benefit Business plan for your organisation designed to help you recruit, engage, reward and retain the best quality people. Prosperity Wealth was established in order to help our clients build and retain wealth, in all locations across the UK. Our aim is to provide clients with independent financial advice that's tailored to your needs.
Services
This means that advisers no longer require approval by the Financial Conduct Authority.
This is because, under the SM&CR regime, Financial Advisers will need to be certified directly by their firms.
Prosperity Wealth has approved and certified the advisers named on this website.
Should you have any concerns please do not hesitate to contact us directly to confirm the details and certification of an adviser.
Prosperity Wealth was established in order to help our clients build and retain wealth.
Our aim is to provide clients with independent financial advice that's tailored to your needs.
Whether you're an individual thinking about the future, or an employer branching out into employee benefits, we work with both private and commercial clients to find financial solutions that work for you.
If you're starting to think about your financial future, or the needs of your business, it's natural to have a few queries.
Throughout your working life, many people will accumulate a number of pensions from their workplace or from a private pension.
Our advisers are available across the UK and can help to review your pension(s), the value of your fund and what you can expect to receive when the time comes.
This can include pension transfers, should your adviser believe that your prospects could be improved by moving elsewhere.
At Prosperity Wealth, our advisers can work with you to put together an investment strategy that fits your goals.
Throughout your working life, you may accumulate a number of pensions from your employers or from a private pension.
Our pension advisers can help to review your pension(s), find out how the current values and what you can expect to receive when you access them.
This can include pension transfers, should your adviser believe that your prospects could be improved by moving elsewhere.
Following on from our initial meeting, we will liaise with your existing product providers to build a picture of your current investments.
At Prosperity Wealth, our independent financial advisers can work with you to put together an investment strategy that fits your goals.
Whether you're looking to generate income or invest for growth, we can help you on your way.
Open Ended Investment Companies are professionally managed collective investment funds.
Managers pool money from many investors and buy shares, bonds, property or cash assets and other investments.
An investment bond is a life insurance policy where you invest a lump sum in a variety of available assets.
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