Savings & Investments

The team at Prosperitas offer expert, professional advice extending to all types of savings and investment solutions.

Whether your requirement is for a savings or investment solution, at Prosperitas, our experienced advisors are ready to assist. We have extensive knowledge of handling and planning investments and are able to recommend the most suitable savings and investment opportunities in a package tailored to your own individual needs, ensuring the money you have worked hard for, works harder for you in return.

When we talk about savings, we usually think about the cash deposit we hold with the bank or building society. Savings are effectively cash holdings in the form of deposit accounts, cash ISA’s or Fixed Rate Bonds. Saving is perfect for those wanting to take minimal or no risk with their money but can offer limited growth. With continuing poor interest rates the spending power of cash savings is being ever eroded by inflation meaning now, more than ever, we need to seek out more innovative savings solutions.

Investing offers the potential to generate a return on your money that is greater than can be achieved through your current savings instruments but potentially exposes your money to greater risk. The world of investment presents a vast array of opportunities but identifying those that are right for you can be tricky. Specialist expertise is vital to ensure your money delivers the best possible returns.

We will guide you through our recommendations and ensure you are equipped with the knowledge required to make an informed decision that is right for you.

The team at Prosperitas have access to a huge range of investment opportunities and our long-established relationships with leading providers within the investment world enable us to negotiate attractive and advantageous terms for you, our clients.

At Prosperitas, we adopt a personal approach and will take the time to fully understand your individual aims, aspirations and needs to ensure we offer a range of financial products that are best suited to you as an individual. We will guide you through our recommendations and ensure you are equipped with the knowledge required to make an informed decision that is right for you.

We will continue to offer our expertise throughout the term of your investments, reassessing their performance and refining the investment strategy in order to maximise returns whilst offering the flexibility to allow your investments to adapt to your ever changing needs.

Our ongoing advice service offers the flexibility to allow your investments to adapt to your ever changing needs.

All investments should be reviewed by a financial advisor regularly to ensure they meet your investment needs. Please feel free to contact us today to start an investment or review your current investment portfolio.

Remember: There are lots of factors you need to consider before making any investment decisions and regardless of the investment path you follow, investment returns are never guaranteed. This means that the value of the investment can fall as well as rise and you may get back less than you invested.