At Prospera Wealth, our holistic approach ensures that every aspect of your financial plan is considered, creating a strategy that not only aims to grow your wealth but also to support your dreams and bring you peace of mind.
We are committed to providing exceptional value at every stage of our relationship with you. Depending on your level of investment, we offer tiered services and access to exclusive events that further enhance your experience with us.
| Tiered Services (Based on value of household funds managed by Prospera) | Wealth<br><span style="margin-bottom:10px"></span>Household Funds Under Management (£0 - £149,999) | Premier<br><span style="margin-bottom:10px"></span>Household Funds Under Management (£150,000 - £499,999) | Platinum<br><span style="margin-bottom:10px"></span>Household Funds Under Management (£500,000 - £999,999) | Diamond<br><span style="margin-bottom:10px"></span>Household Funds Under Management (£1,000,000 - £1,999,999) | Private<br><span style="margin-bottom:10px"></span>Household Funds Under Management (£2million +) |
|---|---|---|---|---|---|
| Meetings & Contact | |||||
| A minimum of a 12 month fully holistic financial review* | |||||
| A dedicated financial planner | |||||
| A dedicated phone line to Client Service Support | |||||
| Access to the Prospera Wealth App | |||||
| SJP specialist technical advice | |||||
| Standard trust documentation | |||||
| Managing your money | |||||
| Continuous review, monitoring and rebalancing of your investment portfolio when required | |||||
| Suitability assessment on an annual basis to check your portfolio against your objectives | |||||
| Regular investment updates including access to free client events | |||||
| Tax health checks to ensure full utilisation of your allowances | |||||
| Access to full cashflow planning to help you visualise your financial plan and its' impact | |||||
| Reporting | |||||
| Wealth Account statements including market update sent at a frequency of your choosing, either online or postal | |||||
| Online access to portfolio valuations | |||||
| Other Services | |||||
| Currency services** | |||||
| Accounting services** | |||||
| Access to online webinars | |||||
| Will reviews** | |||||
| Client events | |||||
| Exclusive client events | |||||
| Private client events & concierge services | |||||
*Wealth and Premier clients will have the choice of an office or virtual review. Platinum, Diamond and Private clients will have the option of a home visit.
**This involves a referral to a service that is separate and distinct to those offered by Prospera or St. James’s Place.