Case studies

Our client base is diverse and interesting. Check out how we have helped some of our clients. 

  • We have helped Directors of SMEs protect their business growth, their turnover and their profits, while saving them money through advising on a suite of business protection.
  • We have guided young entrepreneurs with budgeting and cash flow forecasting, to aid wealth accumulation and protection, in preparation for investment diversification and early retirement.
  • Our advice has enabled ambitious women to build residual income, which has helped them achieve their financial goals
  • Forward planners and mature investors have received ‘reality check’ financial planning sessions. Using Cash Flow Planning we have visually demonstrated how long their money will last and any flaws in their current financial plans.  We have also provided recommended actions to enable them achieve their financial goals and retire years earlier than expected, if they chose to.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.


Tel: 0151 7271257

Prosperity Private Wealth Limited is registered in England & Wales no 9247359.

Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.


©Prosperity Private Wealth 2016