Creating innovative solutions to solve your financial concerns
At Prosperis, we are a team of dedicated independent financial advisers and employee benefit consultants based in Yorkshire, serving clients UK-wide. Our mission is to create innovative and objective solutions to solve our clients' financial concerns, both personal and corporate. We aim to provide all clients with clear financial direction, and our financial planning process is what sets us apart.
Our Services
We offer a comprehensive range of services designed to address the unique financial needs of our clients. Our personal finance services include estate planning, investments, and protection, all designed to help individuals achieve their financial objectives. Our corporate solutions, on the other hand, cater to the needs of businesses, providing employee benefits, auto-enrolment, and cash flow modelling, among other services. Our team of experienced advisors works closely with clients to understand their goals and objectives, providing bespoke advice and guidance to help them achieve financial success.
Our Expertise
Our team of expert advisors has years of experience in providing independent financial advice to individuals and businesses. We take pride in our ability to form valued and robust relationships with our clients, working closely with them to understand their unique financial circumstances and goals. Our expertise spans a wide range of areas, including investments, retirement planning, estate planning, and employee benefits, among others.
Our Commitment
At Prosperis, we are committed to delivering exceptional service to our clients. We believe in building long-term relationships, and our team of advisors is dedicated to providing innovative and effective solutions to our clients' financial concerns. We are authorised and regulated by the Financial Conduct Authority (FCA), ensuring that our clients receive the highest level of service and guidance.
Our Values
At Prosperis, we value integrity, professionalism, and expertise. We believe in providing clear financial direction to our clients, and our team of advisors is dedicated to delivering bespoke advice and guidance to help our clients achieve their financial objectives. Our commitment to excellence and our passion for delivering exceptional service set us apart from other financial advisory firms.
Company Performance and Trust
The company's integrity has been questioned by one reviewer, Annmaria Forbes, who accuses them of denying their advisory role while still taking excessive fees, resulting in significant losses to her pension.
Education and Guidance
On a more positive note, Matt Harris praises the company for providing helpful explanations and informative videos that assisted him in understanding his retirement options.
