Independent Financial Advisers and Employee Benefit Consultants

We aim to create innovative and objective solutions to solve our clients’ financial concerns, both Personal and Corporate

Welcome to Prosperis

We are Harrogate and Yorkshire’s leading Independent Financial Advisers & Employee Benefit Consultants. We offer innovative & objective advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.

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Personal Clients

Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money.

Our Services

Corporate Clients

Whatever your financial priorities, Prosperis has the resources and experience to address your unique situation and business objectives.

Our Services

Our Expertise

Our commercial ethos is to build the Prosperis brand around our staff, whose values are integrity and professional development.

Louise Davidson Prosperis

Louise Davidson

Accounts Manager

Matthew Harris Prosperis

Matthew Harris

Head of Operations

Anna Ryder

Client Services Associate

Alice Cockshutt

Graduate Trainee Financial Adviser

Kirsty Henry Prosperis

Kirsty Henry

Executive PA and Paraplanner

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Case Studies

Discover how our services are designed to help you improve your prosperity by providing ongoing guidance and advice.

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Case Study


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Case Study


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Trusts & Charities

Our philosophy on charities and trusts is to apply the same high levels of expertise and knowledge that we would to any investment decision or vehicle.

Trust Formation & Management
Expert Advice

Client Testimonials

CT, Harrogate, Private Client

Niall Gunn and Prosperis have been advising me on pensions and investment matters for the last 3 years. I have received consistently excellent advice from a team that is extremely responsive and focused on providing client satisfaction. At a time when very significant legislative changes continue to be introduced, it is reassuring to receive clear, concise guidance and recommendations.

TH, Worksop, Private Client

We value our client relationships and are delighted when we receive comments from satisfied clients that reflect the good quality of the work we do....May I take the opportunity to thank you personally for the unquestionable professionalism you have shown in your past dealings with myself.

LB, North East, Corporate Client

We have worked with Niall Gunn and his team for many years; following him as he moved into his own business from a larger concern.  In what is always a controversial industry, the mainstays are people like Niall and companies like his who offer a consistent, professional and personable service focussed upon quality advice (and value for money) for the client first and foremost.

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