We’re the experts at helping you prosper following an inheritance

You have recently inherited a significant sum and are looking for professional help to manage your new-found wealth. You may not have had experience in managing this amount of money previously and will be looking to maximise its potential and secure your financial future.

You could have plans to invest the money, pay off your existing mortgage, purchase a second home or help out a family member. Above all, one of your main priorities will be ensuring that you will have enough to accommodate your future lifestyle and make sure that the money is used in an important and meaningful way.

WE CAN HELP YOU MAXIMISE

THIS UNIQUE OPPORTUNITY

Our Prosper service will help you to get clarity on your long term goals and to focus on how to make the most of your new-found wealth.

YOU MAY HAVE MANY QUESTIONS AND WE CAN HELP YOU EVERY STEP OF THE WAY

MAXIMISING YOUR INHERITANCE?

It may be tempting to spend the money on something that will have no lasting impact, like a new car or a dream holiday. We can show you how investing the money in the right way can keep on making a positive and meaningful difference to youe life for many years to come.

 

 

WHAT MATTERS MOST

Our Prosper service provides you with clarity on your financial position which gives you a better perspective on what is of the most importance to you. Until you have this clearly defined it is difficult to start focussing on what goals you want to acheive and crafting a plan of how you are going to get there.

INVESTING TO BOOST YOUR INCOME

It may suit your current position to use this windfall as an opportunity to boost your existing income. We can help you to invest the money in the most appropriate way so that you can ensure that your financial future is secure and you have the confidence of knowing that you will always have enough no matter what happens.

 

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EXPLORING YOUR OPTIONS

Using our planning software we can explore the long-term effects of any number of different scenarios. This real-time view of the consequences of possible choices you may make is invaluable as a tool to help you understand how best to use your new found wealth.

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MAKING THE RIGHT DECISIONS

You may be faced with a number of different scenarios and would benefit greatly from the advice of proven experts who are experienced in dealing with the often complicated process of managing and distributing a persons estate. We can make sure you make the right decisions at the right time.

 

GROWING YOUR WEALTH

We will manage your investments so that you can sit back and watch your wealth grow, safe in the knowledge that your assets are generating your desired income and your money is being looked after by regulated experts with a proven track record for growth.

EXPERIENCE THE FEELING OF FINANCIAL FREEDOM

Once you realise that you are financially secure, you can get on with enjoying your life and planning your wonderful future.

Welcome to our Prosper service.

Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.

We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

 The service focusses on three main areas…

CLARITY

Our Prosper service is designed to help clients gain complete clarity over their present and future financial positions. We use our planning software to show how different scenarios will affect their  long term security. 

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FOCUS

By developing a comprehensive Financial Plan, we enable clients to take control of their finances and focus on getting them to their goals as quickly as possible.

FREEDOM

With a Financial Plan in place, your clients can sit back and relax, safe in the knowledge that their money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

Click below to learn more about how our Prosper service works 

OUR PROCESS

The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future.  We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.

By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.

During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.

Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.

See what sets us apart from other advisers...

Start taking control of your future today…

Call us on 01206 919101 or request a call back below