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