Welcome to Prosperitas Wealth Planning Ltd

Managing your finances effectively can be a confusing business. The financial world is complex and making the right decisions for your future can seem a daunting process. At Prosperitas Wealth Planning Ltd, we take pride in offering a personal service that considers your individual circumstances. Your financial situation is unique, so we work hard to understand your goals and aspirations and make financial recommendations based on a comprehensive and detailed analysis of your needs.

Through our comprehensive offer, our advisors are able to assist with your financial planning needs in the following areas:

Saving and Investing for the Future

Saving and Investing for the Future

Saving and Investing for the Future

Whether your requirement is for a savings or investment solution, at Prosperitas, our experienced advisors are ready to assist.

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Trust and Estate Planning

Trust and Estate Planning

Trust and Estate Planning

Our specialist advisors provide estate planning advice that is finely tuned and flexible.

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Planning for your Retirement

Planning for Your Retirement

Planning for Your Retirement

Whatever your needs, we can provide a complete financial advice package that ensures you enjoy a comfortable retirement.

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Owning your own Home

Owning Your Own Home

Owning Your Own Home

Our mortgage experts have access to a huge portfolio of mortgage products and specialist deals, through a multitude of market leading providers and are on hand to offer their professional advice and guidance.

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Protecting Your Life and other Assets

Protecting Your Life and other Assets

Protecting Your Life and other Assets

By working with leading financial institutions, we can offer highly competitive plans providing peace of mind that your assets are protected.

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Holistic Wealth Management

Holistic Wealth Planning

Holistic Wealth Planning

Our experienced team provide an array of bespoke and innovative financial solutions for the diverse needs of our clients, helping you to achieve your goals in the areas that matter the most.

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The Financial Conduct Authority do not regulate trusts and estate planning.

Contact Prosperitas Ltd

We offer expert advice and support in every financial situation.

We offer expert advice and support in every financial situation

Words from our clients

I can’t thank Laura (Dawson) enough for all her help with sorting the re-mortgage of my house. She is super organised, chased me for documents and made sure everything was done well in advance. She was mega good at communicating – kept things simple and easy to understand, explained benefits and risks clearly and in language I understood, and gave me fantastic advice the whole way through the process. Couldn’t ask for anyone better – in fact, I ditched my old advisor in favour of Laura because she was, much like Mary Poppins, practically perfect in every way. What an absolute dream. Can’t recommend her enough!

Amy

I cannot recommend Prosperitas Wealth Planning enough. Laura Dawson was fantastic and made the process so simple. This is something I had been avoiding for some time and I finally took the plunge. Prosperitas was recommended through Unbiased, I completed the online form and Laura made contact with me within the hour. My mortgage was arranged within 5 days saving me a substantial amount monthly. My only regret is not going to Prosperitas sooner I would highly recommend.

Emily

Claire provided me with financial advice after I sold my business. Although the advice was complex, she explained the advice comprehensively and made sure I understood all aspects.
The advice Claire provided has given me the financial freedom and ability to meet my goals. I continue to be kept up to date and have peace of mind that I can contact Claire with any queries I may have.

Gillian

Anna always deals with any questions quickly and efficiently and gives good, honest advice in a pleasant, helpful manner. We would highly recommend her services.

Janice & Roger

Ceylan and her team have been absolutely amazing to work with.

They have helped me expand my portfolio over the last two years with fantastic knowledge and excellent service. I had never worked with people who follow up on every promise they made until I started working with Prosperitas Wealth Planning.

Every email is answered and every call returned. I cannot speak highly enough of Ceylan and her Team.

Keith
We are very pleased to have found Laura Mitchell as our mortgage broker. Thank you for helping us complete on our residential mortgage and immediately you are now helping us with our Buy to Let mortgage; we have full confidence that you will do an excellent job for us based on Hollies Way’s mortgage.

Thank you specifically for your hard work, determination and persistence in getting the deal done. Your speed, efficiency and diligence really is admirable.

You’ve been absolutely fantastic. Your consistent updates and expeditious responses were greatly appreciated. We certainly are glad to have found you and look forward to building a long-term relationship with you.

Naj & Anam

I registered my request for an independent mortgage adviser online and Prosperitas contacted me swiftly.

From start to finish Laura Dawson has been helpful, constructive, prompt, and professional. She really listened to understand the situation which was initially to find a better option for my buy to let mortgage, which was rented to a family member. On developing an understanding of the full situation, she identified a different and better solution with different options for me to consider – and talked through the implications of these.

 

She worked directly with the mortgage provider to make things as easy as possible and provided clear details about the next steps and actions I needed to take.

I highly recommend Prosperitas and Laura in particular for resolving my mortgage situation.

Joanna