Sourcing the right mortgage for you, every time
At Prosperity Financial Solutions, we pride ourselves on providing independent, quality financial advice to our clients for over 20 years. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their long-term financial goals, by offering holistic, transparent, and ethical financial solutions.
Our Services
We specialise in providing expert advice on a wide range of financial products and services, including pension freedoms and pensions, investments, protection, and mortgages. Whether you're looking to plan for retirement, grow your wealth, or secure your family's financial future, our team is here to guide you every step of the way.
Pensions
As an individual, you may be approaching retirement or have already retired, and need expert advice on how to make the most of your pension savings. Our pension experts can help you maximize your savings, navigate the complexities of pension freedoms, and develop a strategy for a comfortable retirement. We also offer services such as tracing lost pensions, consolidating multiple pension products, and pension transfers.
For businesses, we provide comprehensive pension solutions, including auto-enrolment advice and pensions for employees. Our team will work closely with you to understand your goals and develop a customized plan that meets your needs.
Investments
At Prosperity Financial Solutions, we understand the importance of making informed investment decisions. Our team of experts will assess all your investment opportunities, advise on the most rewarding, and provide ongoing investment management services. We can help you with ISA transfers, lump sum investments, bonds, and other investment products.
Protection
In today's unpredictable world, it's essential to have a protection plan in place to ensure your family's financial security. Our team of experts will provide comprehensive guidance on personal and business protection, including critical illness cover, life cover, public liability, and professional indemnity.
Mortgages
Finding the right mortgage product can be a daunting task. Our mortgage specialists will help you navigate the complexity of the market, offering expert advice on all types of mortgages, including interest-only mortgages, equity release, lifetime mortgages, remortgaging, and more.
Why Choose Prosperity Financial Solutions?
At Prosperity Financial Solutions, we're committed to delivering exceptional service, tailored to your unique needs. Our team of experienced financial advisors takes the time to understand your goals, providing personalized advice that's designed to help you achieve your aspirations.
Our People
Our team of experts is dedicated to providing the highest level of service, with a deep understanding of the financial industry. Our team is constantly updated on the latest market trends, ensuring that our clients receive the best possible advice.
As you navigate the complexities of achieving your financial goals, we're here to support you every step of the way. With our expert guidance, you can take control of your financial future and achieve the prosperity you deserve.
Excellent Experiences with Prosperity Financial Solutions
All reviewers have had overwhelmingly positive experiences with Prosperity Financial Solutions, praising the company's expertise, professionalism, and friendly service.
Mortgage and Remortgage Services
Andrew from the Mortgages team received high praise for his smooth and efficient service, securing an offer within days and providing great advice to clients.
Personalized Financial Advice
Maria Saunders, a Financial Advisor, was commended for her knowledgeable and pragmatic approach, often going the extra mile to provide exemplary service to clients. She has built long-term relationships with clients, providing peace of mind and helping them achieve their financial goals.
Friendly and Helpful Service
The company's friendly and helpful staff have been consistently praised for making clients feel welcome and valued. Clients have recommended Prosperity Financial Solutions to friends and family, and some have even expressed a desire to give more than 5 stars.
