Prosperitas Wealth Planning Ltd is an independent financial advisory firm that holds Chartered Financial Planners status, a leading designation for financial advice. The company offers a bespoke, personal service to help clients achieve their financial goals through comprehensive planning. Their services cover key areas such as investment planning, retirement planning, inheritance tax and estate planning, and protection. The firm prides itself on building long-term relationships with clients, providing clarity and confidence in their financial futures.

Founded in

United Kingdom