Prospera Wealth Management
About us
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
About us
Our ethos is simple
At Prospera Wealth Management, we help individuals, families, and business owners make informed financial decisions that support the life they want to build. Our focus has always been about people rather than products, and family sits at the heart of everything we do.
We see ourselves as long-term partners, not advisers who simply provide a service. Trust is earned through honesty and consistency, and every recommendation begins with understanding what matters most to our clients – not what is available in the market.
At Prospera, we are more than a team – we are a family, and that same care extends to every client relationship we build, many of which span generations. We believe in doing things the right way, even when it is not the easiest path.
Based in Sheffield, and proud to be part of Söderberg & Partners Financial Planning, we spend our time where it matters most: with you and your family.
If that sounds like the kind of relationship you are looking for, we would love to hear from you.
Our Ethos
Our ethos is simple
Family first, trust above everything, and clients at the heart of every decision. That’s what has always guided us, and it’s what continues to guide every conversation, every recommendation, and every plan we build.
We believe in doing things the right way
Even when it isn’t the easiest path. Lasting relationships aren’t built on short-term results – they’re built on honesty, consistency, and always acting in our clients’ best interests, no matter how long that takes.
Where integrity meets prosperity
For us, financial success and doing right by people have never been separate things. We help our clients build the future they want, on terms they can trust – because that’s the only kind of prosperity worth having.