Prosperis

Our Commitment to Excellence

At Prosperis, we pride ourselves on delivering exceptional financial advice and guidance to our clients, both personal and corporate. Our expert team is dedicated to providing innovative and tailored solutions to meet the unique needs of our clients. With a deep understanding of the financial services sector, we strive to empower our clients with the knowledge and tools necessary to achieve their financial goals.

Our Team

Our team consists of experienced and knowledgeable financial advisers, each with a passion for delivering outstanding service. With a collective wealth of over 40 years of expertise in the financial services sector, our team is well-equipped to navigate the ever-changing financial landscape. Our managing director, Niall Gunn, has over 30 years of experience in the sector, having worked initially as a consulting actuary and later as a financial adviser. He brings a wealth of knowledge and expertise to our clients, particularly in the areas of retirement and investment solutions for corporate and individual clients.

Why Choose Us?

At Prosperis, we take a comprehensive approach to financial planning, taking into account each client's unique circumstances, goals, and objectives. Our bespoke approach ensures that our clients receive personalized advice and guidance tailored to their specific needs. By doing so, we empower our clients to make informed financial decisions, confident in the knowledge that their financial future is secure.

Personal Finance

Our personal finance services include:

• Estate planning
• Investment management
• Risk protection

Our expert team will work closely with you to create a personalized financial plan, designed to meet your individual needs and goals. Whether you're looking to plan for retirement, manage your investments, or protect your assets, we're here to guide you every step of the way.

Corporate Solutions

Our corporate solutions cater to the unique needs of businesses, ensuring they remain financially secure and competitive. Our services include:

• Employee benefits and auto-enrolment
• Business protection and risk management
• Cash flow modelling and forecasting

By partnering with Prosperis, businesses can benefit from our expert guidance, ensuring they remain financially stable and equipped to navigate the ever-changing business landscape.

Why Buy Advice?

At Prosperis, we believe that financial advice should be tailored to each client's unique situation. Our expert team will work closely with you to understand your financial goals, objectives, and concerns, providing you with personalized guidance and support. Whether you're looking to plan for retirement, manage your investments, or protect your assets, our expert team is here to guide you every step of the way.

Case Studies

We've worked with numerous clients across the personal and corporate sectors, delivering tailored solutions that have resulted in significant financial benefits. Our case studies provide a glimpse into the real-world success stories we've achieved, demonstrating the value of our expertise and guidance.

Testimonials

Don't just take our word for it - hear from our satisfied clients, who've benefited from our expert guidance and support. Our testimonials provide a glimpse into the real-world impact of our services, showcasing the value we've brought to our clients.

Our Expertise

At Prosperis, we're committed to staying at the forefront of financial services, ensuring our clients benefit from the latest knowledge and expertise. Our team continues to develop and refine their skills, staying up-to-date with the latest market trends, regulations, and best practices.

Get in Touch

If you're seeking expert financial guidance and support, we're here to help. Contact us today to discuss how we can assist you in achieving your financial goals.