About Us

Learn about our team and philosophy

Commitment

We are committed to our client relationships and to providing the most suitable financial advice and as such we ensure that any products we recommend are supplied by companies who share our ethos.

 

Trust

We strongly believe in the importance of working closely with our clients to build long standing and trusting relationships, enabling us to achieve their goals and aspirations more effectively.

 

Honesty

We offer a truly transparent service with no hidden charges. Our experienced advisors will ensure that by choosing Prosperitas Wealth Planning Ltd, you will be fully briefed as to the true cost, benefits and consequence of any product or service you purchase as a result of our advice.

Integrity

At Prosperitas, we adhere to moral and ethical principles within our client relationships. Our advisors are driven to correctly identify a client’s objectives and to developing financial strategies to suit those objectives. We offer reliable advice to enable you to make informed choices to achieve purposeful and beneficial ends.

Quality

Our team of highly skilled advisors provide a high quality advice service to our clients, assisting them with their financial needs both personally and within business.

Residing at Hesslewood Country Office Park in Hessle, Prosperitas Wealth Planning Ltd aspires to be recognised as one of the very best advisory businesses in the Yorkshire and Humber region, proudly offering a team of experienced, knowledgeable and friendly advisors.

We are devoted to assisting both individuals and corporations with their financial planning requirements and pride ourselves on our professional service. We are dedicated to building long term client relationships and to ensuring their needs are met and reviewed with confidence.

At the heart of our organisation lie 5 Core Values that drive our working practices and influence the decisions we make.

We are devoted to assisting both individuals and corporations with their financial planning requirements and pride ourselves on our professional service.