Personalised
Financial
Planning & Advice
We’re not here to sell you something you don’t need. We start with you and work from there!
How Can We Help You?
We have tailored plans to suit your financial needs. Please click below to learn more about each client plan.
Private @ Prosperous
In-depth financial analysis & lifestyle planning
Premier @ Prosperous
Financial analysis and planning
Choice @ Prosperous
Tailored financial advice
Review @ Prosperous
Re-evaluating your past financial plan with us
All About Prosperous
Prosperous Financial was founded in 2008 by Eoin McGee.
We are a boutique financial planning firm that offers a wide variety of financial planning services to suit your individual needs. Getting to know you is the key to everything we do. Every decision we make puts our clients first. It’s always our goal to do right by you.
Free Financial Resources
We have a free financial resources’ section that contains videos and trackers to help you with your personal finance.
Click below to learn more.
1:1 Corporate Consultations
Are you looking to 1:1 financial advisory consultation for your employees. We can help.
Learn how we can help you and your team.
Blogs & Media Mentions
We regularly update our blog and media mentions section.
If you are looking for a past article or post, please click below.
Careers
If you would to join the Prosperous team please review our careers page.
Any open positions are listed here and you can send us in your cv to review.
Values & Philosophy
Client Centric
We always put our clients first
Clarity
We believe we have no right to tell you what you should do with your money without getting to know you first.
Transparent
We will not take on a client unless we can clearly see that we will be adding value
Integrity
We will not sell you a product that you don't need. If you require a product, we will review the market for you.
From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night, maybe they should consider diversifying into mattresses.
Prosperous Client
I looked into the consultation options on the prosperous website and made an appointment. This in itself is an investment but I soon realised money sitting in my bank account is not going to get me where I want to be in the long term
Prosperous Client
Client Experience
Hear what they had to say about us!