Prosperis
Prosperis is an Independent Financial Adviser and Employee Benefit Consultant based in Yorkshire. They provide financial solutions and focus on building relationships with clients to help them achieve their financial objectives through tailored advice.
- Protection
- Investments
- Auto Enrolment
- Estate Planning
- Personal Finance
- Employee Benefits
- Cashflow Modelling
- Corporate Solutions
Locations
Competitors
Kellands Chartered Financial Planners are independent financial advisers and wealth managers, offering quality financial planning and investment advice to individuals and businesses across the UK.
Prismatic Wealth is a firm of Independent Financial Advisers dedicated to providing practical financial planning advice to individuals and businesses.
Company Details
Prosperis is operated by Prosperis Limited and is a Active company incorporated on 30 August 2002 with the registered office located in Knaresborough, North Yorkshire. Prosperis Limited was registered 23 years ago.
Status
Active
Size
Small
Directors
3
Age
23 years old
Employees
17
Turnover
Unreported
Total Assets
£1.8M
Cash in Bank
£135.16K
Total Liabilities
-£629.92K
Teams
16
7
6
6
1
2
Chairman • Joined Apr 2013
CEO • Joined Dec 2002
Operations Director • Joined Aug 2023
Corporate Development Director • Joined Oct 2013
Managing Director - Corporate • Joined Jun 2024
Part Time Finance Director • Joined Aug 2023
Managing Director - Prosperis Wealth • Joined Aug 2023
Executive PA To MD & Senior Paraplanner • Joined Sep 2015
Administrator/ Paraplanner • Joined Oct 2022
Independent Financial Adviser Administrator • Joined Jul 2024
Chairman • Joined Apr 2013
CEO • Joined Dec 2002
Operations Director • Joined Aug 2023
Corporate Development Director • Joined Oct 2013
Managing Director - Corporate • Joined Jun 2024
Part Time Finance Director • Joined Aug 2023
Managing Director - Prosperis Wealth • Joined Aug 2023
Independent Financial Adviser Administrator • Joined Jul 2024
Client Servicing Consultant • Joined Jul 2024
Chartered Financial Adviser • Joined Jan 2022
Independent Financial Advisor • Joined Aug 2019
Independent Financial Advisor • Joined Oct 2024
Financial Advisor • Joined Mar 2022
Independent Financial Adviser Administrator • Joined Jul 2024
IFA
Chartered Financial Adviser • Joined Jan 2022
Independent Financial Advisor • Joined Aug 2019
Independent Financial Advisor • Joined Oct 2024
Financial Advisor • Joined Mar 2022
Admin
Executive PA To MD & Senior Paraplanner • Joined Sep 2015
Administrator/ Paraplanner • Joined Oct 2022
View 16 members