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Prosperity (GB) Ltd
  • Home
  • Our Approach
    • Initial meeting
    • Working out your goals
    • Research and Analysis
    • Financial plan and Recommendations
    • Implementation
    • Monitor and Review
  • Private Clients
    • Retirement Planning
    • Estate Planning
    • Investment Planning
    • Protection Planning
  • Corporate Clients
    • Corporate Pensions
    • Auto-enrolment
    • Group Life and Protection
    • Corporate Investment
  • Research Tools
    • Protection Comparison
    • Savings Calculator
    • Pension Calculator
    • Inheritance Tax Calculator
  • About
    • Team
    • Testimonials
  • Contact
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  • Team
  • Team
  • Testimonials
 

Team

A little about us...

Adam Jerreat DipPFS Director
John Burchett DipPFS, Cert CII(MP) Director
Toby Mansfield DipPFS Consultant
  • Home
  • Our Approach
    • Initial meeting
    • Working out your goals
    • Research and Analysis
    • Financial plan and Recommendations
    • Implementation
    • Monitor and Review
  • Private Clients
    • Retirement Planning
    • Estate Planning
    • Investment Planning
    • Protection Planning
  • Corporate Clients
    • Corporate Pensions
    • Auto-enrolment
    • Group Life and Protection
    • Corporate Investment
  • Research Tools
    • Protection Comparison
    • Savings Calculator
    • Pension Calculator
    • Inheritance Tax Calculator
  • About
    • Team
    • Testimonials
  • Contact

Prosperity (GB) Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 5028228. Registered Office: 2 Manor Farm Court, Old Wolverton Road, Old Wolverton, Milton Keynes MK12 5NN. Calls may be recorded for training and monitoring.

The Financial Conduct Authority does not regulate Taxation and Trust advice.

We are entered on the Financial Services Register No. 232233 at https://register.fca.org.uk/

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). 

Please see the following link for further details: http://financial-ombudsman.org.uk/

To view our Privacy Statement please click here.

© Prosperity (GB) Ltd 2022.

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