Prosperity Wealth Ltd
Prosperity Wealth was established in order to help YOU build and retain wealth. Our aim is to provide YOU with independent financial advice that is tailored to YOUR needs.
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What do you love most about your job?
As YOUR financial adviser, it is my job to:
- get to know more about you, your family and your plans
- to understand your current financial position,
- to work with you to make these plans a reality
Whether these plans are for the short, medium or long term, I help you (and your family) achieve the financial security you desire and the keep YOUR money in YOUR family.
What inspired you to start your own business?
Being an Chartered Financial Planner with Prosperity Wealth means I have an experienced team to support me in providing you with the best possible, UNBIASED, INDEPENDENT Financial Advice.
Whatever stage of life you are at, I’ll be able to provide a solution that's right for you and your family and keep you on the right path to financial success.
Areas I can help you with Financial Advice are:
- Pensions & Retirement Planning
- Investments
- Protection Insurances
- Long Term Care Planning
- Tax Planning and Mitigation
- Specialist Pension cases, including Final Salary Scheme Analysis
Why should our clients choose you?
I am a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS). Having qualified as a Financial Adviser in 2009, I have worked for a variety of companies including HSBC, Mitten Clarke Chartered Accountants and Gemini Wealth Management.
My speciality lies in pensions as well as all other areas of personal and business financial planning and I hold the certification requirements to advise on Pension Transfers and am regarded as a Pension Transfer Specialist at Prosperity Wealth.
I advise on all private final salary and defined benefit pensions, as well as Government pension schemes, which include NHS, Teachers and Local Government pension plans.
I have a keen interest in providing advice in diverse areas such as long-term care, whether that’s guidance on Equity Release Mortgages or long-term care funding.
I am married and have two children. I enjoy helping in the local community and take part in charitable fundraising events. I pride myself on being ethically-driven and client centric. Making clients happy and giving them peace of mind when making financial decisions is my major priority.
Pension & Retirement Advice
Throughout your working life, you may accumulate a number of pensions from your employers or from a private pension.
Our advisers can help to review your pension(s), find out how the current values and what you can expect to receive when you access them. This can include pension transfers, should your adviser believe that your prospects could be improved by moving elsewhere.
Investment Advice
At Prosperity Wealth, our advisers can work with you to put together an investment strategy that fits your goals. Whether you’re looking to generate income or invest for growth, we can help you on your way.
Inheritance Tax Planning
Currently, tax is payable on estates valued at £325,000 or over at a rate of 40%. Over a lifetime, you may have acquired assets including a home, pension, savings and shares.
There are many legal ways to reduce this bill, such as by leaving smaller gifts, which can help maximise the value of your legacy.
Protection Insurances
Financial protection can cover a number of options, from life assurance to income protection, critical illness cover to private medical insurance.
Designed to help relieve the financial burden on yourself and your loved ones, we can talk you through your choices.
