Prosperis Ltd is an owner-managed firm of independent financial advisers and possesses a wide range of complementary skills, experience and qualifications.
Niall Gunn, Managing Director has over 30 years’ experience in the financial services sector having worked initially for a consulting actuary and then as a financial adviser. He advises on retirement and investment solutions for corporate and individual clients and understands the issues and concerns of the clients. His particular experience is working with key individuals in small to medium sized businesses. Advising them both on their corporate benefit structure and personal retirement and investment planning.
Kay joined us in 2017 when she moved back to the UK from Spain and has over 25 years’ experience in financial services working for two of the major UK Building Societies and for the last 8 years has worked in Gibraltar for a London based payment services provider.
Kay has a dual role within the company acting as both Paraplanner and assisting with Compliance and Regulatory related matters.
Paul is a typical client. He is 49 years old and married with grown up children. He has his own engineering firm where he is the 75% shareholder. He has £550,000 invested with us- but has another £200k invested elsewhere. He also acts as a trustee for a local charity. Paul had two main concerns when he met us:
Following a comprehensive selection procedure, Prosperis Ltd was appointed independent financial advisers by the Board of Trustees of a local charity.
A thorough review by Prosperis Ltd led Trustees to accept a recommendation to close the existing scheme and replace it with an improved scheme. Staff were individually interviewed and options discussed. Feedback on this process was first class, with staff receiving a level of information and advice that was unprecedented for them.
The change to the new pension scheme was a complicated process. However, Prosperis Ltd guided the Trustees through this process, leading to a smooth transition from the existing scheme to the new scheme.
Prosperis Ltd continues to act as the Charity’s IFA providing employee/member information and undertaking events on a range of financial topics.
Niall Gunn and Prosperis have been advising me on pensions and investment matters for the last 3 years. I have received consistently excellent advice from a team that is extremely responsive and focused on providing client satisfaction. At a time when very significant legislative changes continue to be introduced it is reassuring to receive clear, concise guidance and recommendations.
We have worked with Niall Gunn and his team for many years; following him as he moved into his own business from a larger concern. In what is always a controversial industry, the mainstays are people like Niall and companies like his who offer a consistent, professional and personable service focussed upon quality advice (and value for money) for the client first and foremost.
I have known Niall for a number of years and I have no hesitation in saying that I have always found Prosperis to be highly professional and fully committed to the client. …[They]… demonstrate an excellent ability to fully understand our needs and then to deliver services up to, and often exceeding, our expectations.
Our company has been advised and helped by Niall for the best part of 20 years now.... Initially Niall helped us resolve issues regarding our company pension scheme....We are once again using Prosperis to assist with the implementation of pension auto enrolment and we approach the task in the safe knowledge we again have the profesisonal expertise of the Prosperis team....All of this is always done in a professional, efficient, yet approachable manner, allowing the company to concentrate on its core business, but knowing these matters are in safe hands.
The change from the existing pension Scheme to the new pension Scheme was for us a complicated process, the support and advice of Prosperis was always timely, understandable and given in a warm spirit. This guided the Trustees through the process in a speedy and smooth transition.
Following a comprehensive selection procedure, Prosperis were appointed Independent Financial Advisors by the Board of Trustees of The Police Treatment Centres (PTC). Their presentation to Trustees was impactive, comprehensive and understandable! The Board of Trustees and myself as the principal contact, have complete trust and confidence in Prosperis and the manner in which they engage with, and advise, the Board of Trustees and employees of the Charity.
Our philosophy, in dealing with charities and trusts, is to apply the same rigorous high levels of expertise and knowledge we would to any investment decision or vehicle, with the aim any trust or charity in question will benefit from an enhanced income.
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Prosperis Ltd,
At Prosperis, the strength of the relationships we develop with our clients often leads them to entrust us with safeguarding the financial future of their beneficiaries in the knowledge they know we will provide the integrity and fairness they have come to expect from us.
Whether we are advising trustees or have been appointed as one, we will ensure, not only inheritance tax and other tax liabilities are minimised, but the trust benefits from every aspect of our expertise.
You can be confident we will identify your intentions and deal with them effectively, in accordance with your wishes, whether property, business interests, share portfolios, land or other assets are involved.
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