Prosperity IFAs

Financial Adviser in Melrose, Scotland

Prosperity is a national financial planning business. We specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees.

 

At Prosperity we believe that wealth management is more than just offering investment advice. It is about building a trusted relationship that you can rely on. We understand that the real value for you as a client comes when your adviser understands your circumstances, financial needs and goals and can make plans to assist you with achieving these.

 

This means having access to good quality independent financial planning advice at a time when it is needed and regular reviews of your ongoing situation to ensure that your plans remain on track.

Contact Details

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Phone

01896 824407

 

Address

Eildon House,
Dingelton Road,

Melrose,
Roxburgshire,

TD6 9QY

List of Services

Investments

  • Investment Advice
  • Capital Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • Junior ISAs
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Pensions

  • Pension Advice
  • Annuities
  • Auto Enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension

Personal Insurance

  • Personal Insurance Advice
  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life Insurance
  • With Profits Insurance

Business Insurance

  • Business Insurance Advice
  • Key Person
  • Pension and Capital
  • Relevant Life
  • Share Protection

Wealth Preservation

  • Wealth Preservation Advice
  • DFM
  • Trust Information
  • Trust Services for Inheritance Tax Planning

Prosperity Independent Financial Advisors and Stockbrokers Limited is authorised and regulated by the Financial Conduct Authority. FCA number 507580.The FCA does not regulate some aspects of Trust or Inheritance Tax Planning. Registered in England No. 06992522. Registered Office: 13 Hursley Road, Chandlers Ford, Eastleigh, Hampshire, SO53 2FW.

Use the Financial Dictionary to understand everything

Understanding all the Financial terminology can be difficult, thats why YourMoneyHub.co.uk have added definitions for every Financial Service mentioned above.

 

Use the button below to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

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