Independent Financial Planning

Helping you achieve financial independence!

Why Choose Prosperous Financial?

We strive to provide the best possible service for clients by planning for a better financial future.

Your goals are individual to you. With that in mind, we ensure your needs are the first consideration when developing your financial plan. We take a holistic approach to financial planning. Our core objective from the outset is getting to know you and your needs.

Our service includes support that you can count on. We understand the importance of creating and cultivating your financial goals. That is why we always put our clients first. We will help guide you through your financial journey and ensure that you have the correct plan in place for you.

Private

Private Clients

Existing

Existing Clients

Premier

Premier Clients

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Choice Clients

The Passion Behind Prosperous Financial

Financial planning is more than about hitting targets, we truly believe in the process and strive to give our clients the best service.

With that in mind, we have created a short video explaining the passion behind Prosperous Financial.

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Our Values

Our core values are more than a sentiment, they are our ethos!

At the heart of Prosperous Financial are our core values:

  • We will not take on a client unless we can see clearly, that we will be adding value.
  • We believe we have no right to tell you what you should do with your money without getting to know you.
  • We do not sell a product you don’t need. If you require a product, we will review the market for you.
  • We always put our clients first.

TESTIMONIALSClient Experience

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“It has been a joy to work with Prosperous Financial and their planners.”

Tracey M
Prosperous Client

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“Prosperous Financial  gave me advice when I was sorting out my life assurance policies and seeking some advice on financial matters of some complexity. Most importantly they were clear and concise with the information they provided me with and I was happy I understood exactly what products I needed to take up on to ensure ongoing financial security. Really couldn’t recommend them highly enough.”

Mary D
Prosperous Client

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“Eoin is very proactive and keeps us up to date on news and developments in budget and investments that might impact our family situation which is really great given the fact that my wife and I both have very demanding jobs which leaves little time to stay on top of those areas.”

James H
Prosperous Client

Our Statistics

Happy Clients
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Team Growth Since 2020
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Your Financial Goals Are Individual and We Believe Financial Advise Should Be Too