We aim to create innovative and objective solutions to solve our clients' financial concerns, both Personal and Corporate. We are Harrogate and Yorkshire's leading Independent Financial Advisers & Employee Benefit Consultants. We offer innovative & objective advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.
Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money. Whatever your financial priorities, Prosperis has the resources and experience to address your unique situation and business objectives. Our commercial ethos is to build the Prosperis brand around our staff, whose values are integrity and professional development.
Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money. Whatever your financial priorities, Prosperis has the resources and experience to address your unique situation and business objectives. Our commercial ethos is to build the Prosperis brand around our staff, whose values are integrity and professional development.
Services
Prosperis Ltd is an owner-managed firm of independent financial advisers and possesses a wide range of complementary skills, experience and qualifications. Niall Gunn, Managing Director has over 30 years' experience in the financial services sector having worked initially for a consulting actuary and then as a financial adviser.
We start with a FREE Initial Meeting to understand the compatibilty of both the client and us. We assess financial details including a detailed breakdown of income/expenditure and assets/liabilities as well as details of health and a measurement of risk. The final part of the process to assess whether this will be a mutually rewarding relationship we carry out a suitability check.
Of the many different ways in which to make your assets work for you, cost effective investing can be one of the most financially rewarding. The potential gains can be significant and with a carefully selected and actively managed portfolio, growth can be maxmised whilst risk can be minimised. Investment planning focuses on identifying effective investment strategies according to an investor's risk appetite and financial objectives.
At Prosperis, we have the combination of specialist advice and a distinctive approach to investment management that can help you make the most of your investment ISAs allowance. Despite the investment uncertainties, your annual ISA allowance remains a valuable, tax-efficient element of any long term financial plan.
They allow individuals to participate in a large portfolio of assets by pooling their money together with other investors. This gives the individual access to a much wider spread of holdings than can normally be achieved with smaller sums of money, which in turn reduces the risk. The fund is divided into units or shares, which are valued on a daily basis and reflect the underlying value of the fund.
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Matt Harris
Sep 03, 2019
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