Financial Planning in Reigate

Protect What Matters. Plan What’s Next.

With over 35 years of experience, Prosperus specialises in helping you make sharper, long-term financial decisions. So you can retire secure, live fully and leave a legacy.

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Client Testimonials

Read Our Google Reviews
I first met Andrew through my client many years ago where he came highly recommended.  He started to manage my pension but when we have our regular reviews, we have great discussions where we don’t just discuss my pension, but I can ask him about other investments that I hold and discuss my financial plans for the future...
LH
Hertfordshire
I have known Andrew for over 20 years initially when I was HR Director and he was managing our Group Pension Scheme and then subsequently when I left the company, and he became my IFA. He was highly respected and trusted by colleagues and management alike operating both efficiently and acting with integrity..
CG
Cornwall
A firm steady hand on the financial tiller at all times over the past 35 years. A solid and wise financial counsellor / advisor, always available and quick to respond. Andrew and Stacey make a great team and cannot be recommended more highly.
NM
London
I have known Andrew for over twelve years. We started our association in circumstances that required delicate handling for me personally. He gave me good advice then; and still does. I have found him at all times the most trustworthy of people. Over the years he has given me the best knowledge that he has at his disposal, and he and his team, has looked after my financial journey with the most upmost integrity...
PH
Shropshire
Andrew has been my Financial Adviser for 30 years. During this time Andrew has provided an exemplary service and proving early on a man I can completely trust. Andrew explains everything clearly and is very easy to contact when the need arises. Having now retired and moved out to North Essex Andrew still manages to make the annual trip to assist with the next years financial planning while maintaining continuous support of any financial needs throughout the year.
GD
Essex
It is very reassuring to us knowing our financial matters are in such good hands and we also appreciate the excellent support you provide to Andrew both as a point of contact and the regular updates. We feel very fortunate.
GD
Essex
We’re delighted to be able to maintain the valuable personal link that we’ve been able to enjoy for some years and look forward to continuing the in same vein. Thanks also to Stacey for her information and updates.
R&B T
Herefordshire

Plan With Complete Confidence

Bringing structure and clarity to the complexity. At Prosperus, we aim to support your financial journey with care, foresight, and transparency.

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Access The Lifestyle You Want

Retirement is about living life on your terms. We work with you to develop a financial strategy designed to support your long-term goals and the retirement you’ve worked hard to achieve.

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Secure Your Estate For The Future

Your wealth is more than just numbers on a screen. It’s part of your legacy. We will help you ensure your loved ones are protected and what you’ve built endures.

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What we do

For Those Looking To Make Their Money Work Harder

Making money is one thing. Making it work intelligently is another. Prosperus offers long-term financial planning built on insight, independence, and an unwavering commitment to your future.

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Please see our Risk Statements for more information.

Lifetime Financial Planning

We craft a clear, comprehensive financial plan that adapts as your life evolves.

Investment Management

We manage your investments with quiet precision. Every portfolio is tailored to your goals & risk appetite.

Estate & Legacy Planning

We help you pass on your wealth. Guiding your family, reducing your tax liabilities, or supporting causes that matter to you.

I first met Andrew through my client many years ago where he came highly recommended.  He started to manage my pension but when we have our regular reviews, we have great discussions where we don’t just discuss my pension, but I can ask him about other investments that I hold and discuss my financial plans for the future.  I do have an interest in this area, but he is very good as gauging how knowledgeable I am and gives me just the right amount of information.  As much as I value his input, I think the most important thing is that I trust him to do the best for me.  I really look forward to our meetings!

LH
Hertfordshire

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If you’re ready for a more intentional approach to wealth planning, let’s begin the conversation.

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Prosperus Financial Planning is a trading name of Pole Position Planning Ltd, an appointed representative of Best Practice IFA Group Ltd. Registered in England, number 03983010, registered office: Lynton House, 7–12 Tavistock Square, London, United Kingdom, WC1H 9BQ. Best Practice IFA Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA), registration number 223112. Registered in England and Wales, number 04490633. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. You can check this on the Financial Services Register by visiting https://register.fca.org.uk or by contacting the FCA on 0800 111 6768. Our Financial Services Register reference number is 1030882. To contact the Financial Ombudsman Service (FOS), please visit their website: https://www.financial-ombudsman.org.uk
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