Planning and Advisory Options
Now Offering Mortgage Consultations
Mortgage consultations are back at Prosperous Financial! In January 2024, we launched our new mortgage offering ‘Keys at Prosperous’. Whether you are a first time buyer, looking to switch your mortgage, or moving home, our Keys at Prosperous team are here to help. Interested in learning more? Click the button below to bring you to our mortgage consultation page.
Financial Advice or Financial Planning?
Financial advice tends to be tailored advice for a specific financial problem.
E.g. you want to set up a pension but don’t know where to start.
Financial planning looks at the ‘big picture’ of your finances.
A good financial planner will help you work out what you want from life and then create a financial plan to help you get there.
Your financial plan will show you where you are today, and where you want to be in x years and create a roadmap to get you there.
Your plan will/can encompass many different areas such as investments, pensions, protection and much more
The key difference between financial advice and financial planning is that financial planning focuses on you, your goals and the ‘big picture’. Whilst financial advice is usually specific to one area.
If you are looking to plan for your future and don’t know where to start then financial planning is for you.
Still unsure? take our questionnaire below which can help guide you to the right option for you!
To start the self-assessment questionnaire, please click here.
Financial Planning
If you are a new client of Prosperous there are 3 offerings that you can choose from ranging from financial planning to financial advice.
Are you looking for financial planning? Then take a look at our Private and Premier offerings which will analyse your current financial situation and build your bespoke financial plan.
If you are just looking for financial advice for a specific situation, then Choice may be the perfect option.
If you are still uncertain, we have an additional self-assessment questionnaire that can help guide you to the correct offering, click the below button to take the questionnaire.
OUR CORE VALUES
Providing The Best Financial Planning and Financial Advice.
Learn more about our philosophy below.
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!