Our Aim

At Prosperis Ltd our aim is to create innovative solutions to solve our clients’ financial concerns. Our advice will take into account a range of issues; investment management, tax and estate planning, business ownership and protection, culminating in the creation of a Financial Plan based on our clients’ financial goals and values.

Personal

We are a firm of independent advisers providing a comprehensive range of financial advice to individuals including; pensions, investments, mortgages, ISAs and Bonds. Our independent status ensures that our advisers always act in the best interests of each individual client.

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Corporate

We also provide extensive corporate advice to all types of businesses. Areas covered include Corporate wills, Employee benefits schemes and key man and executive cover, together with Corporate Protection.

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Welcome

Prosperis Ltd provide tailored and affordable Independent Financial Advice. We are committed to helping clients achieve their financial goals by providing fair, understandable and effective solutions.

We aim to achieve this by actively promoting best business practice, supporting professional development of staff and building valuable relationships with our clients and business partners.

Our services are designed to help you improve your prosperity by providing ongoing guidance and advice and we will assist you in making the right financial choices.

Give us a call on 0113 234 5528 for further details or to arrange an informal chat about your requirements.

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Latest News

Can you afford sick pay?

Living on statutory sick pay (SSP) for just three months would result in significant financial hardship for the majority of UK workers and could even force some to move home, according to new research. It found that many people greatly overestimate the level of support available while the majority still believe they will not suffer a long term injury or illness.

Too many parents have not written a Will

Banking giants HSBC has surveyed some 17,000 people worldwide, including 1,000 in the UK, to find out whether or not they had written a Will. The results revealed that two thirds of parents in the UK had not yet written a Will. However, theUK was not alone in these startlingly high figures, as only Canada came above the UK with parents most likely to have written Wills.

Are you approaching retirement?