Our Testimonials

Anna has been looking after our family’s finances for almost 10 years now. We were first introduced to Anna through my Grandparents, then my parents, then my sister and myself.

I love working with Anna because she understands my individual needs, my levels of risk that I am willing to take and my long term and short term goals. I particularly like the honest advice she gives to me.

We have regular zoom meetings which I find very helpful because this keeps me on track of what I need to do, planning mortgage renewal, increasing pension contributions etc.

The peace of mind I get from knowing and understanding what my investments are doing enables me to actually enjoy what I am working for right now, knowing my long term future is being looked after.

I always come away from speaking with Anna feeling excited and happy.

I would 100% recommend Anna and Prosperitas for any financial matters

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.

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!

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 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.