Delivering you and your clients more value.

We work very differently from the majority of financial advisers, and have a range of core services aimed at typical clients of professionals such as accountants, solicitors and business coaches. We can work closely together with you, even in joint meetings to reinforce your professionalism, and to maintain your client relationships.


What we offer you

High level of qualifications and experience

Clear award-winning client service standards based around repeatable processes.

Transparent fixed fees

Independent and directly authorised

Specialise in Financial Planning and Investment Management

Professional offices and facilities

Comprehensive research capability

Community focussed

Educational resources
Including testimonials, case studies, articles, checklists, blog, guides

Team approach

Professionals we work with

Click on the relevant link to find out more.


Tax advisers

Business coaches

Family solicitors

Private client solicitors

Personal injury solicitors

Commercial and corporate solicitors

See what sets us apart from other advisers...

Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR


We focus on so much more than just your finances. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.

Click below and discover our Prosper service.