about prosperity private wealth

We provide clear and precise financial planning to help you meet your financial objectives, to maintain the lifestyle you want and within the timeframes you chose. We use investment vehicles which match your attitude to risk and don’t cost the earth, but do everything we promise.

The value of investments can fall as well as rise. You may get back less than you invested.


 

who we are

Emma Craig is the company founder. Highly qualified, she has a background in management and extensive practical experience in financial management consulting. She is an expert in financial strategy, analysis and budgeting.

We are a boutique financial planning company that is dedicated to providing quality advice and a high level of customer service. Emma is supported by an outsourced team of professionals from marketing and administrative support through to her para planning, who researches and packages the paperwork, ensuring it meets all necessary compliance and regulatory requirements.

Outsourcing the non-core expertise enables us to ensure that we have the right level of support for our clients at all times. We work particularly well with SMEs, executives, senior management, young professionals and ambitious business women.


Having spent the majority of my career working and studying in London, I was keen to return home to open my consultancy. Liverpool is a special place, which is why Prosperity is based in Liverpool and works with local people to help achieve their financial ambitions.
— EMMA CRAIG, founder of PPW

our Vision, Mission & Values

Our vision is to provide advanced, tailored, innovative and effective holistic financial planning solutions to all generations - which are robust enough to last the test of time - to create and maintain the lifestyle you want, for the experiences you live for. We will achieve this by focussing on the issues that matter to you, inspiring you to engage in face-to-face meetings or seminars - or if you live outside the North West area we can provide consultation by Skype. 

Our mission is to become the go-to for all financial planning needs within the North West. We want to add value to our client experience not only by delivering trusted, reliable and honest advice with transparent pricing, but to also deliver a meaningful personal finance education service. To give our clients every opportunity to achieve all they desire, with the help of firm financial foundations. Your background, your values and your goals will be listened to and respected.

Our range of seamless solutions are supported by sophisticated personal service, and a relationship that evolves organically over time. Your personal financial adviser can accommodate both your personal and business needs with the highest level of attention and expertise. We will work with you to relieve you of financial stress, to allow you the headspace to get on with what you enjoy, and allow other aspects of your life to flourish.


With PPW you can expect RESPECT… consistently

  • Robust financial planning                                               
  • Engagement                                                                              
  • Specialist products & services                                     
  • Professional approach                                                      
  • Effective conversations                                                                       
  • Confidential advice                                                              
  • Trusted solutions

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