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?
Whilst approaching my retirement age having enjoyed 45 successful years in business, I realised the importance of engaging a G60 qualified IFA where I was recommended to consider Mark & Sue Brayshay at Prospero. I have been extremely delighted with the excellent ‘client care, service, reports and explanations...
- Paul Massey, Worcestershire
... to ensure I understood everything that was necessary’ throughout the whole process, which in my case was partly complex due to the number of pensions including final salary schemes. I would strongly without hesitation recommend Prospero to anyone who is in need of a professional service and beneficial outcome.
- Paul Massey, Worcestershire (cont...)
We were referred to Prospero by our accountant as we wanted an adviser who was personable, communicative and reliable.We have found Mark to be all of those and more. His advice has been spot on and we are very pleased with how the relationship is working.
- Mr & Mrs A Dent, Kenilworth
Mark helped me with my finances, post my divorce. I had no idea what money I had or how secure my future was. He carefully, in really simple terms, explained my options, gave me pragmatic advice based on my needs now and in the future and really sorted me out for which I am very grateful. He gave me confidence from the very start and I'm now much more secure in my finances thanks to him.
- Helen Cawthra, Marlow
Meeting Mark in 2013 has been an excellent decision. He is knowledgeable, honest and hard working and my financial situation has continued to flourish.
- Mrs M Garrard-Lole, Coventry
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.
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 email@example.com
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.