Own your future
with advice you can trust
At Prosperity Financial, we make it easier for individuals and business owners to take control of their financial future.
Financial advice built around you
With independent advice tailored to your goals, we help you make decisions that support the life and legacy you want to build.
Whether you're planning for retirement, investing for the long term, or looking to protect your business, we’re here to offer clarity, structure and peace of mind – every step of the way.
Your circumstances, ambitions and challenges are unique. That’s why our approach is personal, not transactional.
We offer straightforward, professional advice for:
Individuals
From building wealth to passing it on, we’ll help you plan with purpose.
Business owners
Whether you’re growing your firm or preparing to exit, we’ll align your business and personal goals.
Tailored financial planning services
We support clients at all stages of life with:
Retirement planning
Make informed decisions about pensions, drawdown, and long-term income.
Investment strategy
Grow and preserve your wealth through smart, tax-efficient investments.
Tax & estate planning
Plan ahead to reduce liabilities and support the next generation.
Business & protection planning
Safeguard your business and those who rely on it.
Insights that matter
We regularly share practical updates and commentary on key financial topics – from market developments to planning opportunities – so you can stay informed and in control.
Speak to an Adviser
If you're ready to have a conversation, we’re here to listen. Whether you’re looking for a second opinion or starting your financial journey from scratch, we offer an initial consultation at no cost.
If you have any questions or need assistance, feel free to reach out via email. We're here to help!
Office
Our office is located in the heart of the city, making it easily accessible.