Welcome to Prospero Financial Planning Limited

We are an independent financial advice company with the Directors having a combined 60 years of financial experience. We offer a personal and bespoke financial service proposition.

Irrespective of where you are on your financial journey, Prospero can help you achieve your financial goals.

As an independent financial advice firm, we have no ties or affiliation with any organisation and therefore offer totally impartial and unbiased advice.

Why choose Prospero Financial Planning Limited?

Personal service. We maintain regular contact with our clients, building long term relationships and therefore ensuring that we remain committed to your financial goals through personal ongoing service.

Available and approachable. We believe that our business is not just 9 to 5 Monday to Friday and we endeavour to make ourselves available to suit your requirements.

Clear and honest. All costs are agreed at outset and totally transparent.  You should know at every stage what you are being charged, how and when you are being charged and what is being provided for those charges.

Understandable. We take pride in ensuring that our clients know and understand what we are planning and undertaking.  We are always happy to explain the jargon and underlying processes.

Why others have chosen Prospero Financial Planning Limited?

Regulatory

Prospero Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register www.register.fca.org.uk under reference 807584.

The Financial Conduct Authority does not regulate taxation, estate planning and trust advice.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

 

Complaints

If you wish to register a complaint, please write to Prospero Financial Planning Limited, Welbek Cottage, 207 Luddington, Stratford upon Avon, telephone 01789 750674 or e-mail info@prospero.co.uk

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk  or by contacting them on 0800 023 4567.