FAQs

Hit the blue 'Let us help' button in the website header or footer, fill in the details and one of our team will be in touch to arrange a meeting at a time to suit you.

Yes, Prosperity Wealth Limited is regulated by the Financial Conduct Authority.

Our advisers can offer you advice on products across the entire market, not just those tied to any specific provider.

Once we have a clear understanding of what you’re looking for, we’ll match you to the most appropriate adviser based on your specific needs and the expertise of the adviser.

During our initial discovery meeting, we’ll be looking to get an idea of your current financial position including your assets and liabilities. Put simply, we’ll paint a picture based on what you owe and what you own.

This can be anything from mortgages, debts or loans you may have, to any assets including property, savings, shares, investments and vehicles.

We can also look at your insurances, pensions and policies to ensure we have covered every aspect of your financial situation.

It’s also advisable to think about your goals, whether that’s to retire early, invest for the future, or ensure there are policies in place to look after your loved ones in the future.

At Prosperity Wealth, we provide an initial meeting at our cost. This initial discovery meeting is an opportunity for us to get to know you and your goals, and for you to discover what we offer and how we can help you achieve your financial aims.

Our advisers can provide advice both for individuals and businesses on areas including:

investments, pensions, mortgages, employee benefits, commercial borrowing, insurances and estate planning.

An IFA is a professional who is qualified to offer financial advice and recommend financial products from the whole of the market. That means that they are not restricted to recommending products tied to any particular provider and can give advice based solely on client needs.

Hit the blue 'Let us help' button in the website header or footer, fill in the details and one of our team will be in touch to arrange a meeting at a time to suit you.

At Prosperity Wealth, we provide an initial meeting at our cost. This initial discovery meeting is an opportunity for us to get to know you and your goals, and for you to discover what we offer and how we can help you achieve your financial aims.

Yes, Prosperity Wealth Limited is regulated by the Financial Conduct Authority.

Our advisers can offer you advice on products across the entire market, not just those tied to any specific provider.

Once we have a clear understanding of what you’re looking for, we’ll match you to the most appropriate adviser based on your specific needs and the expertise of the adviser.

During our initial discovery meeting, we’ll be looking to get an idea of your current financial position including your assets and liabilities. Put simply, we’ll paint a picture based on what you owe and what you own.

This can be anything from mortgages, debts or loans you may have, to any assets including property, savings, shares, investments and vehicles.

We can also look at your insurances, pensions and policies to ensure we have covered every aspect of your financial situation.

It’s also advisable to think about your goals, whether that’s to retire early, invest for the future, or ensure there are policies in place to look after your loved ones in the future.

Our advisers can provide advice both for individuals and businesses on areas including:

investments, pensions, mortgages, employee benefits, commercial borrowing, insurances and estate planning.

An IFA is a professional who is qualified to offer financial advice and recommend financial products from the whole of the market. That means that they are not restricted to recommending products tied to any particular provider and can give advice based solely on client needs.