About Us

Established in 2018, the team at Prosperity Planning Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Bristol and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Prosperity Planning Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.