We’re the experts at helping you prosper when dealing with a serious illness or injury
You or a family member have developed an illness or suffered a serious injury and are looking to fully understand the implications this may have on your financial future. Your income may be affected and you may wish to ensure you have enough money, no matter what happens.
You may be concerned about future care needs and require advice on the best way to invest possible pay-outs. Above all you will have a need to feel secure and in control in what is an extremely difficult time.
PEACE OF MIND INCLUDED
Knowing that your future financial security is in safe hands and your wealth is growing will give you the peace of mind to get on with living your life and enjoying those moments that really matter to you.
WE CAN HELP YOU TO ACHEIVE YOUR FINANCIAL GOALS AND LIVE LIFE ON YOUR TERMS
If you have received a large amount you will want to maximise the difference this money has on your life. We will help you to get clarity on what you want your future to look like and can provide a financial plan to make those dreams a reality. Our planning software can also help you decide how much you can spend without the risk of running out of money.
PROTECTING YOUR EXISTING BENEFITS
If you are receiving a compensation payment this should not mean you lose any existing benefits. By legally ringfencing the money in a personal injury trust you can assure that the money is not taken into account when you are assessed for means-tested state benefits. We can help you maximise your financial future.
MAXIMISING YOUR COMPENSATION
With your 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. In managing your investments, we use proven strategies to deliver predictable results with minimum risk.
EXPERIENCE THE FREEDOM OF KNOWING YOU ARE FINANCIALLY SECURE, NO MATTER WHAT.
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…
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.
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.
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
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