Wealth Management

How we help you

Investments

Investing for your future and that of your dependents is not something to take lightly and at Prosperity IFA we have a vast amount of expertise in this area.

Pensions

Whatever your stage of life, it is important to plan for your future. Pensions can be a great way to save, but with so many choices on the market it can be difficult deciding which one is the best for you.

Tax Planning

Our tax planning ranges from the straightforward options that everyone should be aware of, to more bespoke arrangements for those with more complicated or more profitable businesses.

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.


Health and Life Insurance

When choosing life insurance, it is important you select the right type of policy that suits you. Sometimes you might need more than one policy – for example if you want cover for your mortgage and also want to make some provision for your family.

Want to get in touch?

Do you want to know more about what we can do for you and your business? You are always welcome to get in touch!