Private Services
Investments
Investing for your future and that of your dependants is not something to take lightly and at Prosperity IFA.
Pensions
Pensions can be a great way to save, but with so many choices on the market it can be difficult to decide.
Tax Planning
We take a practical and thorough approach to tax planning to include both private and business circumstances.
Life & Health Insurance
Ultimately it is all about protecting the things that matter the most.
Life & Health Insurance
Ultimately it is all about protecting the things that matter the most.
Estate Planning
Prosperity IFA can help you with all aspects of estate planning; writing a will, the creation of trusts, funeral planning and, most importantly to reduce, or even potentially mitigate, inheritance tax.
School Fees Planning
As with all our services that we offer, our plans are bespoke, making sure your school fees are affordable, efficient and sustainable, and often presenting huge savings
Mortgages
At Prosperity IFA, as all our advisors are completely independent, we have access to the whole of market and will find the best deal for your particular circumstances.
Equity Release
If you are heading towards retirement and are looking for a way to free up some additional funds, a life time mortgage could be the perfect solution.
The financial conduct authority does not regulate tax planning, some forms of commercial finance and some forms of business planning.