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.

Outside of work he is a avid supporter of his children’s sporting pursuits.

Joint Managing Director - Corporate

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.

Independent Financial Adviser

Independent Financial Adviser

Thom has a broad background in financial services and project management, having worked with Aviva and Norwich Union, as well as running businesses in the UK and overseas. He now advises corporate clients on pensions and employee benefits, helping employers deliver meaningful, compliant, and effective solutions. Passionate about financial investment education, Thom believes everyone should have access to quality advice for better long-term outcomes and is keen to explore how technology can support this goal.

Independent Financial Adviser

Luke graduated with a First Class Law degree in 2018, before joining the industry and completing his Diploma in Regulated Financial Planning in 2020. Leveraging new age technology, Luke excels in planning clients' retirements and has developed expertise in cash flow modelling.

When he's not at work, you'll find Luke at the gym, catching waves, or hitting the golf course.

Paraplanner

Joint 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.

Client Services Associate

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.

Client Services Associate - Team Leader

Head of Finance & Operations

Group Compliance Director

Dawn brings over 35 years of extensive financial services and operational leadership experience to the Group. Since joining in 2022, she has held pivotal roles including Operations Manager and Operations Director, seamlessly transitioning into her current group compliance position in 2026. Prior to this, Dawn spent decades mastering client support, team leadership, and wealth management operations across reputable regional firms.

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!

Chartered Financial Planner

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. In July 2025 Ollie completed all the exams and requirements and is now a Chartered Financial Planner.

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).

Trainee Corporate Paraplanner

Jakub (Kuba) 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.

Independent Financial Adviser

Raghav began working in Financial Services in 2020 after graduating from the University of York with a degree in Politics, Philosophy and Economics. He is a Chartered Financial Planner and is currently studying to attain Certified status. 

Out of the office, Raghav is a rugby league fanatic, CrossFit enthusiast and self-styled food critic.

Trainee Adviser