Personal Finance – Prospera

Meet Prospera Wealth Management

Pensions, protection and investments

Personal Finance – Prospera

Prospera

Prospera is is a wealth management business and a senior partner practice of St James’s Place.

We put long-term relationships and trusted face-to-face financial advice at the centre of everything we do.

We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of all different backgrounds and ages. We also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning, and aspects of exit planning.

From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth’s full potential:

  • Investment Planning – Our investment planning services are designed to hep grow wealth and protect against inflation.
  • Retirement Planning – Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.
  • Protection Planning – When it comes to protecting your estate, it’s important that you get all the help, advice, and support you need.
  • Corporate Services – Running a business can be stressful. We can help via our range of services designed for the corporate world.
  • Intergenerational Wealth Management – Intergenerational wealth management enables families to use their collective wealth to support each other.

How Prospera Wealth Management can help you

Personalised advice covering financial, investment, and tax planning
Life-long relationships with clients and their families
A radical approach to investment management
A diverse range of investment funds and portfolios