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 take time 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:

  • Private
  • Premier
  • Personal

Further information can be found by clicking on the links below.

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.

The value of investments can fall as well as rise, you may get back less than you invested.

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