1010 Cambourne Business Park
Cambourne
Cambridge
CB23 6DP
We are award-winning independent financial advisers based in Colchester, Essex. We provide financial planning and investment management using our Prosper Service.
We believe that you deserve to live a secure and fulfilled life and this belief is what our Prosper service was built around.
The Prosper service focusses on three main areas…
CLARITY
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our financial planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have. This gives you peace of mind and the confidence to start working towards your future goals.
FOCUS
Once you fully understand where you are now and where you want to be, you will be able to focus on what truly matters to you. We are then able to put together a strategic plan to enable you to make the future you are dreaming about a reality.
By developing a comprehensive Financial Plan, we will enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
FREEDOM
With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
In managing your investments, we use proven strategies to deliver predictable results with minimum risk.
Registered in England and Wales number: 10374052 Authorised and regulated by the Financial Conduct Authority.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.