Prosperitas Wealth Planning Ltd

23/07/2026

When your investments are spread out, managing them can mean more admin and unnecessary complexity. Bringing everything together can help make things easier to manage and keep track of. Contact us to talk through your options.

22/05/2026

Your pension is probably the biggest investment you’ll ever make. A financial adviser can help make sure it’s working as hard as it can for you with a personally tailored financial plan.

Get in touch to find out how:
https://prosperitasltd.co.uk/contact-us/

Approver Quilter Financial Limited and Quilter Financial Services Limited. December 2025.

30/09/2024

We are extremely proud to announce that Prosperitas Wealth Planning Ltd has been awarded Corporate Chartered Financial Planner status.

Our Chartered title, awarded by the Chartered Insurance Institute, is a public declaration of our commitment to professional standards. Fewer than 700 firms in the UK hold this title, regarded as the benchmark of professional excellence and integrity.
By choosing a Chartered firm, you are choosing a Financial Planner who has made a public commitment to professionalism and must maintain standards of excellence in qualifications, ethics, business practices and professional development.

14/08/2023

12/06/2023

Data shows that property prices fell at their fastest annual pace for nearly 14 years in May.

Data shows that property prices fell at their fastest annual pace for nearly 14 years in May

30/05/2023

𝐀 𝐏𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐒𝐭𝐚𝐫𝐭 𝐟𝐨𝐫 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐢𝐧 𝟐𝟎𝟐𝟑
Quilter Investors Chief Investment Officer, Marcus Brookes discusses the current macroeconomic climate and why cautious optimism has delivered positive returns for investors in the first quarter of 2023.
Click on the link to the video below to learn more:
https://www.quilter.com/news-and-views/all-articles/a-positive-start-for-markets-in-2023/?Role=cust

22/05/2023

“In days gone by, defined benefit pensions meant that people typically didn’t need to worry about their pension income running out because they got a guaranteed income for life. Now, in the world of defined contribution schemes, you need to carefully balance how much you want to have for your retirement and how long you want it to last for," says Quilter's Ian Cook. Read more - subscription needed.

Telegraph Money on the pension you need to fund the retirement you want

19/05/2023

The amount of Capital Gains Tax (CGT) collected by HRMC in 2022/2023 came to £18.1bn, almost double the £9.2bn paid in 2018/2019, analysis has revealed.

The amount of capital gains tax (CGT) collected by HRMC in 2022/2023 came to £18.1bn, almost double the £9.2bn paid in 2018/2019, analysis from an insurance firm has revealed.

18/05/2023

House prices remain high despite forecasts of double digit percentage drops this year, while mortgage rates are well above where they were two years ago putting even greater pressure on affordability.

From shared ownership to guarantor mortgages and rent to buy, we look at the options for first-time buyers struggling to raise a big enough deposit.