Thank you for your enquiry. Having searched our database, we have matched you with Prospera Wealth Management LLP, Senior Partner Practice of St. James’s Place Wealth Management.
What Happens Next
If you want Prospera Wealth Management LLP to begin straight away with your completely free, no obligation pension review, please fill in the extended Letter of Authority below. The information you provided in our previous form has been pulled in so it should only take 2 minutes to fill in (all the information required should be on your pension statement)
This then allows us to secure the information required from your pension provider to compile your report. Prospera Wealth Management LLP are FCA regulated, with FCA number 677269 which can be viewed on the FCA website here, you can also see more by viewing the website
Alternatively Someone on behalf of Prospera Wealth Management LLP will call you to discuss your requirements. This initial call will be without obligation. If it's not convenient when they contact you then let them know and rearrange a call back at a more convenient time for you.
PROSPERA WEALTH MANAGEMENT LLP ARE FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS 677269 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Prospera Wealth Management LLP.
As a Senior Partner Practice of the highly successful St. James’s Place Wealth Management, we offer expert advice in a wide range of important areas including investment, inheritance tax, pension and protection planning. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
In the meantime, if you would like any more information, please contact:
Prospera Wealth Management LLP,
St. James’s House,
Unit 5 & 6 Meadow Court,
The Senior Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
PLEASE SPEND 2 MINUTES TO FILL IN OUR FEEDBACK FORM AND TELL US WHAT YOU THOUGHT.