Our personal client path helps you make sense of your future.
It’s a 3 step process...
FREE Initial Meeting
We start with a FREE Initial Meeting to understand the compatibility of both the client and us.
Fact Find
We assess financial details including a detailed breakdown of income/expenditure and assets/liabilities as well as details of health and a measurement of risk
Suitability Check/ Pension Review
The final part of the process to assess whether this will be a mutually rewarding relationship we carry out a suitability check.
What Services do we provide?
At Prosperis, our aim is to create innovative solutions to solve our clients’ financial issues. Our advice will take into account a range of issues culminating in the creation of a financial plan based on your financial goals & values. Our areas of expertise are:
Investment management
Tax & estate planning
Retirement planning
Managing retirement income
Financial education
Business ownership & protection
Does it Stop There?
We will agree a process for regular reviews with you. The purpose of these meetings being to review the performance of our advice against your changing circumstances to ensure we optimise the opportunities that exist. Our Service Proposition shows what we can do in more detail.
How can we help?
If you would to find out more, please give us a call on 01423 223 640 or contact us via the below link and we will be happy to discuss your requirements further.