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  • David Barton APFS Cert CII(MP)

    "We have always taken pride in the fact that we are an advice as opposed to a sales driven business. This coupled with our 'client for life' philosophy has helped us build a client centric investment and pension business that has grown very quickly since our launch in 2003."

Welcome to Prosper Independent Financial Advisers Ltd, Independent Financial Advisers in Standish, Wigan, Lancashire

In today's challenging markets, investors more than ever are looking for unbiased professional advice from advisers they can trust. Instead of getting bogged down with paperwork and jargon we have found that clients would rather have a sensible conversation with an adviser and receive concise easy to read recommendations that fulfil their investment and retirement planning requirements.

Prosper Independent Financial Advisers Ltd are a firm of Chartered Financial Planners based on the High Street in Standish that specialise in wealth management to the over 50s who are either at or are approaching retirement. A team of very highly qualified friendly advisers ensure that all new clients get the very best advice with a commitment to ongoing reviews.

With extremely strong links with local solicitors and accountants the business is very well positioned to help those clients who have investment, retirement and estate planning requirements.

Chartered Status Award

In August 2012 we were awarded the Corporate Chartered status in recognition of professional excellence and is testament to our in-depth knowledge of the sector and the high level of service we provide. With fewer than 350 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction.

Our Areas of Expertise

Wealth Preservation
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introduction-to-wealth-management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Long Term Care
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The whole process of dealing with an elderly relative who needs care can be difficult, emotive and stressful. At Prosper we specialise in giving advice on Long Term Care solutions by working closely with the family members concerned.
Pensions
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introduction-to-pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.  
Investments
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introduction-to-savings-and-investments
When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

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