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Prosperis Ltd Service Proposition
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.
"Our goal is to exceed your expectations, building value through
a long term relationship…"
We understand our clients' needs. This enables us to provide a
comprehensive Wealth Management Service, designed to create real
value long into retirement.
Choosing a financial partner is one of life's most important
decisions. It is essential to taketime and choose wisely. We hope
the details in this document gives clarity to our working ethic. We
feel privileged to work with our clients.
Key Benefits
Each of our clients is allocated a personal client manager who
is a qualified adviser and fully responsible for ensuring our
service is delivered in a cohesive manner. Your client manager will
draw on a team of specialist support staff and advisers, covering
the key components of our service.
How we work with our clients
We recognise that no two clients are the same - so we offer two
distinct services to our clients …
- Wealth Management
- Transactional
Wealth Management Service
This bespoke service is tailored to each client's individual
needs. These clients wish to have their portfolio reviewed in line
with their personal ambitions, attitude to risk and within an
agreedtime frame.
Clients choosing this service will have an exclusively tailored
financial plan, created and reviewed proactively by their client
manager. We offer a three tier service within our Wealth
Management:
Further information can be found by clicking on the links
below.
Private
Client Service Proposition
Premier
Client Service Proposition
Personal
Client Service Proposition
Transactional Service
This service is appropriate for clients who have a
straightforward need for a specific financial product.
Clients on this service can still receive on-going advice on
request. For further information, please click on the link
below.
Transactional
Client Service Proposition