Prosperitas Wealth Planning Ltd

25/09/2026

It’s normal to feel unsure about how much you would need to retire, or when it’s achievable. That’s where we can help you plan and bring you peace of mind.

Get in contact here or find out more on our website: www.prosperitasltd.co.uk

Approver Quilter Financial Limited and Quilter Financial Services Limited. January 2026

11/09/2026

Check out Quilter’s monthly economic review letter – an insight into the investment markets and global economic news for the August 2026 period. 🔍

09/09/2026

A huge congratulations to our newly qualified Financial Planner, Laura Dawson!

We are incredibly proud of all of your hard work and dedication to have achieved this milestone, well done from your team at Prosperitas. Laura has always gone above and beyond to support her clients within the mortgage and protection sector, and we have no doubt that she will excel in this next stage of her career too.

Here’s to the next chapter… 🙌🏻

28/08/2026

Statutory sick pay doesn’t stretch far, and for the self-employed, it isn’t available at all.

Mortgage, rent, food, childcare, utilities… the numbers simply don’t add up.

Income protection can help cover the costs statutory sick pay won’t, giving you stability during uncertainty.

Speak to us to see what difference income protection could make.

23/07/2026

When your investments are spread out, managing them can mean more admin and unnecessary complexity. Bringing everything together can help make things easier to manage and keep track of. Contact us to talk through your options.

22/05/2026

Your pension is probably the biggest investment you’ll ever make. A financial adviser can help make sure it’s working as hard as it can for you with a personally tailored financial plan.

Get in touch to find out how:
https://prosperitasltd.co.uk/contact-us/

Approver Quilter Financial Limited and Quilter Financial Services Limited. December 2025.

30/09/2024

We are extremely proud to announce that Prosperitas Wealth Planning Ltd has been awarded Corporate Chartered Financial Planner status.

Our Chartered title, awarded by the Chartered Insurance Institute, is a public declaration of our commitment to professional standards. Fewer than 700 firms in the UK hold this title, regarded as the benchmark of professional excellence and integrity.
By choosing a Chartered firm, you are choosing a Financial Planner who has made a public commitment to professionalism and must maintain standards of excellence in qualifications, ethics, business practices and professional development.

14/08/2023

12/06/2023

Data shows that property prices fell at their fastest annual pace for nearly 14 years in May.

Data shows that property prices fell at their fastest annual pace for nearly 14 years in May