About Us
Meet the team
At Prosperity Financial, our strength lies in our people. Our team of dedicated professionals brings together a wealth of experience and a commitment to delivering personalised financial advice tailored to your unique needs.
As the founder and director of Prosperity Financial, Alex Stojkovic brings extensive expertise and a visionary approach to business protection strategies.
Neil is a UK level 4 qualified adviser and is a member of the Chartered Insurance Institute.
Why choose us?
Personalised service
We take the time to understand your financial objectives and craft strategies that are tailored to your specific circumstances.
Expertise
Our advisers are highly qualified and stay abreast of the latest developments in the financial landscape to provide you with informed advice.
Integrity
We operate with transparency and honesty, ensuring that your best interests are at the heart of everything we do.
Stay informed
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Clear, transparent fees
No surprises. Just straightforward, honest advice.
At Prosperity Financial, we believe in full transparency when it comes to how we charge for our services. You’ll always know what you’re paying for and why, with no hidden costs or unexpected fees.
We tailor our fees to suit the nature and complexity of the advice we provide. Whether you’re looking for a one-off review or long-term financial planning, we’ll explain our charges in advance – so you can make an informed decision before proceeding.
Initial discovery meeting – no cost, no obligation
Your first meeting with us is completely free. This is your chance to share what matters to you, learn how we can help, and decide whether we’re the right fit to support your financial goals.
Advice & implementation fees
If you choose to work with us following your initial consultation, we’ll provide a personalised fee structure based on the services you require. This may include:
One-off advice
Ideal for specific needs such as pension consolidation, investment reviews, or protection planning.
Comprehensive financial planning
For clients seeking a long-term, structured financial strategy.
Implementation fees
If you choose to act on our recommendations, a one-time fee may apply based on the complexity and scope of the work involved.
Fees can be paid directly or deducted from your investment or pension plan, depending on your preference and product provider options.
Ongoing advice service
We offer an optional ongoing service for clients who want continued access to advice, regular reviews, and adjustments to their plan as life evolves.
Fees for ongoing advice are typically a percentage of assets under management and will be discussed and agreed in advance.
Our ongoing service includes:
Annual or biannual financial reviews
Portfolio performance updates
Rebalancing and investment strategy reviews
Continued access to your adviser for ad-hoc queries or guidance
Fees for ongoing advice are typically a percentage of assets under management and will be discussed and agreed in advance.
Tailored and transparent
Every client is different. That’s why we provide a clear explanation of costs before any work begins, ensuring you're confident in both the advice and the value it provides.
We’ll confirm all fees in writing before proceeding with any recommendations, giving you complete control over your financial decisions.
Want to know more?
If you’d like to better understand how our fee structure could work for you, we’re happy to walk you through it during a free initial consultation.