As independent financial advisers, we work closely with Private Client Solicitors like you, providing specialist support and a proven award-winning service for your clients.
You want to know that the company that you are referring to is fully regulated, completely independent and has a proven track record of delivering outstanding value.
You are in safe hands, we are…
Award winning Certified Financial Planners (CFP)
Chartered Wealth Managers (Chartered MCSI)
Independent Financial Advisers (IFAs)
To be awarded the above status we have demonstrated that we are a professional, ethical business who put the interests of our clients and professional partners first.
We are dedicated to growing our client’s wealth and providing the best possible service and unrivalled support.
We help in the following ways…
HOW WE WORK
WE HELP YOUR CLIENTS WITH
- Financial planning
- Dealing with probate – tax treatment of assets, distribution of assets, APS
- Investment management for inheritance, LPAs, Deputies and Trustees
- Tax-efficient investments – pensions, ISAs, investment bonds, investment trusts VCTs, EISs
- Inheritance tax planning, whole of life insurance, gifts
YOU HELP OUR CLIENTS WITH
- Managing assets on behalf of someone else
- Inheritance tax planning
- Lifetime gifts
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 focuses on three main areas…
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.
By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
Receiving Inheritance case study video
THE PERSONAL FINANCE PORTAL
As part of the service your clients will receive, they will get access to the Personal Finance Portal.
This is a secure way for us to communicate with them.
- Get up-to-date investment valuations
- Receive and send messages
- Store all their financial documents in one place
- View and update their financial data
- Access all this at any time
OUR VIDEO FINANCIAL PLAN SERVICE
Your client can watch their financial plan as a video, find out more below.
Take a look at our investment returns.
HOW DO WE MANAGE YOUR CLIENTS INVESTMENTS?
Read our Investment Philosophy guide
See what sets us apart from other independent financial advisers...
Get your free mini guide on
How to Prosper when
Planning your Inheritance
This FREE Mini Guide is perfect for you if you are planning to help others benefit from your inheritance, and want to know how to save inheritance tax while ensuring you have a secure future.
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your financial planning. 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.