We provide advice and planning services for people and businesses who want to make the most of their finances. Our aim is to put you first in all our considerations and once we've understood your aims, aspirations and concerns, We can help you make your money work harder. Are you looking to maximise the income from your savings and investments, build your capital, save tax or just protect what you have already accumulated. We can help your get a thorough understanding of any investments opportunities together with their risks and rewards.
Services
We are a firm of financial advisers based in North Yorkshire, UK. We aim to offer more than simply advice on financial products. Our aim is to develop a long lasting relationship with you and provide advice through the changing circumstances in your life. Your financial needs could be simple or complex, but we always start at the same place - by listening to you and getting to know what's important to you and what's not.
Paul has been involved in financial services since 1987. He deals with a wide range of clients from individual to corporate. Before being involved with setting up Prosperity Paul was a successful adviser with a major UK financial services company for many years. He holds the CII DipPFS Qualification as well as the CeMap mortgage qualifcation.
PROSPERITY FINANCIAL MANAGEMENT LTD offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
We provide independent advice for investments and will advise and make a recommendation for you after we have assessed your needs. Our Investment recommendation(s) will be based on a comprehensive and fair analysis of the market. We offer comprehensive range of mortgage products from across the market for first charge mortgages only.
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