Prosperity GB

Financial Services in Aylesbury, Buckinghamshire
Financial Services in Aylesbury, Buckinghamshire Prosperity is a dynamic IFA with the specialist skills and resources to supply an excellent service, whatever your personal or Corporate requirements. The firm has evolved from AJB Financial Planning, Lewis Cox Partnership and Bradley & Company, who joined forces in 2004 to create an outstanding staff of high-calibre advisers.

Contact Details

Address
Wingbury Courtyard Business Village
Aylesbury, Buckinghamshire
HP22 4LW
Phone
Driving Directions

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Prosperity GB
read moreWe believe that good financial advice is all about you. It's about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security. Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings. Our inheritance tax calculator will help you calculate any potential inheritance tax liability. Use this calculator to estimate what you'd earn over time with a given rate of interest on a savings account.
About Us
read moreWe are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation.
Welcome to Prosperity
read moreExpert retirement planning advice is invaluable for those who wish to ensure that they can live comfortably in their later years. The pre-retirement phase is the time to consider whether you are saving enough to provide you and your dependants with enough income to maintain your lifestyle. We will help you review your existing pension provision and, if appropriate, direct you towards more tailored pension products such as self-invested personal pensions (SIPPs). It is equally important to consider the post-retirement phase and to look at how you will convert your savings into a retirement income.
Welcome to Prosperity
read moreWe will always consider the tax implications of our advice. However, any decisions should be made in the context of your overall financial plan, rather than to achieve a short term tax benefit. We specialise in, and are able to offer you the very best in retirement planning advice. More and more people are becoming liable to Inheritance Tax (IHT), yet it can be a mitigated tax. Even with the effective doubling of the IHT threshold for married couples (and civil partnerships) many people are still being caught by this tax.
Welcome to Prosperity
read moreYour first meeting with us is an opportunity for us to get to know each other a little better. We will take this time to discuss how we will work with you, and to find out if financial advice is appropriate for you, whilst discussing our standard services and fees. Working with you, we will establish your short, medium, and long term goals. We will work out the cost of achieving your goals, and analyse and evaluate your financial status. We will use this information to develop a personalised plan for you.
Welcome to Prosperity
read moreYou will need to make an additional one off single premium of to overcome a pension income shortfall of, or alternatively make additional monthly premiums of.
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