Our Team

Managing Director, Wealth

David is an experienced financial services professional having worked in the industry advising clients since 1994. He has worked with a full range of private clients throughout his career focussing on delivering their long term financial planning objectives.

Head of Employment Benefit Consulting

Stephen heads up the Prosperis Employee Benefit division. He has over 30 years financial services experience, with the last 20 years focussing on the provision of corporate benefits, designing, and implementing strategies focussing on employee wellness, resilience, and engagement for both SME’S and large corporate businesses.

He is an acknowledged expert in the industry and has won numerous awards, including Best Group Risk Adviser from Health Insurance Magazine and was Highly Commended by Corporate Adviser Magazine in the same category for three consecutive years. More recently he has been a judge in the Insurer category.

Out of work, Stephen is married with four children and spent 20 years as a senior school governor, using his work skills to help develop mental heath and wellness strategies for teachers. He has been actively involved in local junior football including coaching his daughters team! 

Senior Paraplanner

Kay joined Prosperis in May 2017 and has worked in the Financial Services industry for over 30 years, previously working for many years for a leading high street building society and subsequently working for a finance company in Gibraltar before returning to the UK. She brings with her a wealth of experience and knowledge on financial products as well as processes and procedures.

Kay’s spare time is mostly spent with her husband and two boys. Kay loves travelling and walking in the countryside with their two dogs.

Trainee Adviser/Paraplanner

Kevin graduated with an honours degree in Law and has been in the financial services industry since 2018. Kevin has recently joined us as a trainee adviser and paraplanner.

Outside of work, Kevin likes to stay active, hang out with family and friends and frequently visits the latest trending brunch café in and around Yorkshire.

Client Services Associate

I’ve only recently entered the financial services sector and am doing so to gain experience and improve my CV for later in life and to help pursue different careers. I’m currently on my year out before I go onto University in Manchester to study English Literature.

Managing Director, Corporate Services

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.

Chartered Financial Adviser

Matthew is a Chartered Financial Adviser and our Pension Transfer Specialist. He has a background in pensions and investments with over 15 years’ experience in advising clients on a range of solutions to meet their objectives.

When not working, Matthew enjoys most sports, but watching not playing these days, as time is short looking after his young family.

Independent Financial Adviser

Richard has worked in the Financial Services Industry for over 10 years in various roles and has achieved his Diploma in Regulated Financial Planning and is working towards Chartered status. Richard feels that financial planning is being able to help clients to identify, achieve and maintain their desired lifestyle. To do this it is important to be able to help a client to appreciate their current circumstance and realise where they want to be.

Outside of work, Richard enjoys spending time with his friends and family. Richard enjoys watching most sports especially football, rugby and cricket. Richard also loves travelling and enjoys a variety of seasonal pursuits – namely sailing, skiing and golf.

Executive PA & Senior Paraplanner

Kirsty has worked in the Financial Services industry for over 15 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 two young children and Partner.

Corporate Services Associate

David has been in the pensions industry for more than 20 years. In this time he has liaised with both large and small companies therefore can work with the formality of a larger company and the intimacy and individuality of the smaller companies. David has good communication skills and actively listens to colleagues and clients.

David has passed numerous professional exams and gained a Diploma from the Pensions Management Institute.

When not working, David enjoys spending time with his 2 children and is an experienced Mountain Biker regularly riding in areas across the UK.

Operations Director

Dawn recently joined us with a wealth of experience from over 20 years within the industry. As well as her Operations role, she continues to work with advisers in a supporting role. Dawn enjoys nothing more than weekends away in the tourer.

Financial Controller

Louise has worked for Prosperis since its inception and is therefore its longest serving member of staff.

She has now worked in the Financial services sector for over 20 years.

Outside of work she enjoys travelling and often jets off to a European destination for a weekend break. She is hoping to expand her travels now her children are growing up and can be left at home!

Independent Financial Advisor

Ollie graduated with a first-class degree in Economics in the summer of 2020. Ollie has been working in the Financial Services sector since August 2020 and achieved his Diploma in Regulated Financial Planning back in March 2022. Over the next few years he is looking forward to continuing his studies to achieve Chartered status, whilst continuing to learn from the experienced colleagues at Prosperis.

Outside of work Ollie is an avid sports fan and loves playing and watching football, along with various other sports.

Business Protection Consultant

Martin has many years’ experience working at Board level within the insurance and financial services sector.

His specialism today is in advising SME clients on business related life and protection products.

He has helped companies with needs ranging from individual protection policies to multi-million-pound shareholder protection arrangements.

Outside of work, Martin plays bass guitar in three bands and enjoys walking with his family and his two Jack Russell Terriers (usually with a pint at the end).

Senior Paraplanner

Sandra is one of our Senior Paraplanners and having worked in the Financial Services industry for over 30 years, brings to the team a wealth of experience from her career in a variety or rolls, initially with an Insurance Company and subsequently working for an IFA specialising in wealth management, before joining Prosperis 5 years ago. Sandra’s knowledge is key to her providing support to our Advisers across the full spectrum of financial paraplanning, including investments, inheritance tax planning, trusts, protection and pensions, with a specialist focus on Defined Benefit Schemes.

Away from the office, Sandra and her husband can be found at their allotment, or in the garden (usually with a couple of glasses of Sauvignon Blanc). Sandra enjoys cooking, learning new crafts and walking in our beautiful Yorkshire countryside.

Client Services Associate

Jakub joined Prosperis back in November 2021 and is taking his first steps to begin his journey in the financial services industry.

Outside of work he enjoys going to the gym and seeing his friends.