Niall has over 30 years’ experience in the financial services sector. Having worked initially for a consulting actuary and then as a financial adviser and benefits consultant. His particular expertise is working with key individuals in SME businesses, advising on their corporate benefit structure and retirement and investment strategies.
Second to his passion for pensions is Niall’s love of golf. He is past Captain of Sand Moor Golf Club.
Paul, as chief executive, ran a highly successful national insurance broking business for over 20 years making in excess of 50 business acquisitions in that time. Paul led the sale of the business to a leading world-wide insurer in 2007.
Paul provides in depth knowledge on all business matters and is an excellent sounding board for the business strategy for Prosperis.
In addition to cycling and travelling, in his spare time, Paul is a musician and enjoys playing in various musical line ups.
David previously worked for a leading pension provider and has over 20 years’ experience in corporate pensions and employee benefits. His particular expertise lies in helping SMEs in the design, implementation and management of corporate pension schemes.
David’s team specialise in setting up auto enrolment schemes, providing realistic and cost-effective solutions to help employers’ meet their statutory obligations.
David spends his spare time with his family and enjoys travel, motor sport and cycling.
Nicholas Utting, Associate Director, has over 14 years’ experience in financial services, previously working for two leading banks, providing financial planning advice to private individuals and corporate clients.
Nick specialises in providing wealth management, business and personal protection advice to private clients and business owners, working with them to ensure that they achieve their financial objectives.
In his spare time Nick relaxes by spending time with his young family and enjoys most sports including cycling, boxing and football.
Prior to joining Prosperis, Matt worked through the Graduate Trainee programme at large regional advisory firm and has been advising clients for the past two years. His next goal is to get the necessary exams to gain chartered status. Outside of work, Matt likes to be out on the golf course or at home watching a good movie.
Matthew has over 10 years’ experience in financial services, most recently providing support to the owners of large and medium sized Defined Contribution Pension Schemes both Trustees and Governance Committees. He holds a Level 4 Diploma for Financial Advisers.
Matthew’s spare time is taken up entertaining his two young children and watching sport.
He also has a passion for travel, in particular to Africa, although this has been quelled for the time being due to family commitments.
Kirsty has worked in the financial services sector for over 12 years, previously working for a leading high street bank, providing advice on a variety of products ranging from investment, protection and retirement planning.
She holds the Level 4 Diploma in Regulated Financial Planning (DIPFA).
Kirsty’s spare time is mostly spent with her young family.
Terry has over 20 years’ experience advising UK and international clients across all healthcare sectors, private medical insurance, trust and self-funded schemes, cash plans, health & fitness programmes, voluntary plans as well as design and coordination of flexible benefits programmes. Terry spent a number of years working in international motorsport and is a highly organised events organiser. An excellent communicator at all levels who establishes outstanding results for clients.
Charlotte has over 11 years’ experience in financial services, previously working in the banking sector, insurance and pension companies. After being involved with various projects in her role at Prosperis, Charlotte has recently passed her Level 4 Advanced Diploma in Project Management (Dip.PMP). In her spare time, Charlotte enjoys travelling to different countries & exploring new cities. She also enjoys spending time with her fiancé, and socialising with family and friends.
Kay joined us in 2017 when she moved back to the UK from Spain and has over 25 years’ experience in financial services working for two of the major UK Building Societies and for the last 8 years has worked in Gibraltar for a London based payment services provider.
Kay has a dual role within the company acting as both Paraplanner and assisting with Compliance and Regulatory related matters.
Outside of work, Kay enjoys spending time with her partner and two boys and regularly visits her family in Spain. In her spare time, Kay enjoys horse-riding, watching her son play rugby, walking with her dogs and exploring the countryside.
Sandra came to us in 2017 with over 20 years’ experience in financial services administration. Sandra has a dual role of supporting Niall as his PA and as part of our Para-planning Team. She holds a Level 3 Certificate in Financial Administration.
Having brought up three boys, Sandra and her husband now enjoy travelling further afield. She regularly keeps fit and enjoys healthy eating and gardening.
Natasha has recently graduated from Newcastle University with a degree in Geography. Since then, she spent some time travelling South East Asia before joining us at Prosperis. Natasha has joined the Admin Team as a Client Servicing Associate and is currently studying to become a Financial Adviser. Outside of work, Natasha enjoys spending time with her friends and has various sporting commitments.
Feargal has recently finished studying for his A levels at St John Fisher’s High School in Harrogate. After getting some valuable work experience at Prosperis, Feargal hopes to go travelling for 3 months before heading off to University to study economics and politics. Outside of work, Feargal’s other passions in life are music and partying with his friends (but don’t tell his Dad!).
Sign up to our mailing list to receive all the latest news and info from Prosperis straight to your inbox