Best Independent Financial Advisory Firm 2018 – Yorkshire and Humber

We are delighted to announce Prosperis Ltd has won the “Yorkshire & Humberside Enterprise Award for Best Independent Financial Advisory Firm 2018”. Below we offer a glimpse into the work we have been doing along with the secrets behind our success.

Holistic & flexible approach

Prosperis provides holistic financial advice to individuals and businesses throughout the UK. The company supports a vast array of clients from all sectors of business. What links them is the exceptional, proactive service they receive whilst working in partnership with our Harrogate based team.

The majority of our clients come to us for help with retirement planning and general investment needs. Our flexible approach, delivered by our skilled advisers, enables us to provide support with any financial or employment related benefit.

Commitment to our clients

Through our approach, Prosperis works hard to offer a client centric service. We focus on designing wealth accumulation and protection plans that meets individual needs. This means our solutions are bespoke to the individual and not ‘off the shelf’.

Keeping it simple

When a new client comes to us to seek support, the team aim to provide them with simple, practical advice they can understand. Pension and investment advice can appear daunting to many, particularly now when many people can take advantage of pension freedom. Our commitment is to engage with all our clients at a level from which they can gain the most.

We aim to not over complicate the solution. By minimising jargon and providing as much or as little access to an adviser as required, Prosperis is able to provide the highest quality of support and service possible.

Innovative & forward looking

Within the ever-changing financial advice market, there are a lot of regulations impacting on us and our clients. Prosperis continues to invest to remain at the forefront of the latest industry developments both now and in the future. As part of this focus, we have developed our own Wealth Platform which provides clients with real time, live access to the company’s back office system. This enables our clients to access valuations, store important documents and update their data online.

Corporate clients

Prosperis provides specialist advice to corporate clients on auto enrolment and ongoing pension scheme governance as well as other employee benefits. We offer member surgeries and seminars for members of company schemes. We also have expertise covering services including private medical insurance, critical illness and group life assurance arrangements.

Our approach has served our clients well and we are honoured to receive recognition through this award. In Yorkshire & Harrogate especially, there is a high demand for the services we provide. What sets us apart is our exceptional level of client service. By working with our clients to understand their long-term goals, we are able to help them achieve and in some cases exceed expectations.