As a valued client of Prospera, you have access to a full package of services so that we can provide a holistic approach to planning your financial portfolio.
A minimum of a 12 month fully holistic review of your financial goals and objectives via a Prospera office or virtual meeting to ensure your solution remains suitable
A dedicated Financial Planner/Investment Manager
Access whenever required by support team, via meetings, telephone calls or video calls, to ask questions regarding your existing plan or investments
Access to the Prospera App and updated information
Internal specialist tax and trust advice
Standard trust documentation
Continuous review, monitoring and rebalancing of your investment portfolio
We assess suitability on an annual basis to ensure that the investments/financial plan still fits with your objectives
Take advantage of your annual allowances such as Capital Gains Tax (if appropriate)
Utilise your ISA allowance (if appropriate)
Online access to portfolio valuations
Access to all online seminars on various subjects
Regular investment updates including access to exclusive client event
Access to full cashflow planning to help visualise your financial plan & its impact