WORKPLACE WELLBEING
What We Offer
At its core financial wellbeing is doing the little things today to make sure you don't have big problems in the future.
Financial wellbeing will look different for each employee, that is why we offer tailored 1:1 consultations for each one of your employees. During your employee’s 1:1 consultations our team will identify any financial issues and advise on how to fix them. At the end of this service, your employees will better understand their finances. Your consultation will include topics such as:
- Protection Review / Set-Up
- Pension Review / Set-Up
- Savings Advice
- Investment Advice
If you would like to find out more information please click the button below and fill out our short contact form.
OUR CLIENTS
Client Experience
Hear what our clients have to say about us!
Couldn’t recommend them highly enough
"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."
Mary D
Prosperous Client
Pleasure to work with
"Our planner 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
A great service and I couldn’t recommend them enough
“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
They care!
“From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night may they should consider diversify into mattresses.”