About Us
Built on 40 Years of Trust and Expertise
Prosperus is rooted in our long term client relationships and a commitment to seeing you through life’s pivotal moments.
Meet Andrew Newman:
The Man Behind The Plan
Andrew Newman’s career spans nearly four decades, during which he’s honed a meticulous approach to financial planning. Which is why his clients return year after year, confident that their financial future is in safe hands.
Decades of Proven, Personalised Advice
Andrew’s client relationships are built on real results, not empty promises.
Direct Access, Real Relationships
With Prosperus you work one-on-one with Andrew and the team. No call centres.
Meet Stacey Bond:
The Practice Manager
With over 25 years of administration and practice management experience, Stacey Bond is the backbone of Prosperus’ operations. Her dedication allows the rest of the team to deliver the personal, attentive service clients have come to expect.
For Those Looking For More Than Just Advice
We work with individuals and families who want more than just investment management. They want a partner who can help them preserve, grow, and enjoy their wealth for today and for generations to come.
More Than Standard
Our clients recognise the need for bespoke planning, expert insight, and unwavering stewardship.
Relationships That Endure
We measure our success by the trust earned over years of partnership not by the amount of assets in our care.
Access A Wider Network of Specialists
Prosperus connects you to a trusted network of accountants, legal experts, and specialist advisors. So, when the need arises, you’re never left searching. You’re already in the best possible hands.
Legal Support
We can connect you with trusted solicitors who understand the nuances of protecting wealth.
Tax Strategy
We work closely with experienced accountants who specialise in wealth preservation and tax efficiency.
Mortgages
We can introduce you to a network of trusted mortgage brokers whether you’re a first time buyer or seeking a better deal.
"Financial Advice You Can Trust for Decades to Come"
Many of our clients have worked with us for over 30 years, valuing our "solid and wise counsel" and "continuous support." They trust us with their wealth and their future. Praising our "firm steady hand," "integrity," and "exemplary service".
Active Clients
Years of Collective Experience
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.
On a personal level having worked with a number of IFAs over time the primary difference and value that Andrew provides is that he always tailors his advice based on a holistic approach in that he works hard to ascertain your personal life goals and aspirations first before making recommendations. In that sense he takes a long-term perspective of clients’ needs.
Frequently Asked Questions
Andrew started his career in 1984 working at National Employers Life (now UNUM) then later at Standard Life but became an Independent Financial Adviser in 1995. Since that time he has helped clients plan their financial futures by building, managing and protecting their financial assets. Stacey has over 25 years of client relationship experience and has worked with Andrew since 2014. Over that time Stacey has got to know and built a very strong relationship with many clients.
Since January 1995
We provide a comprehensive financial planning service, focussing on building, managing, protecting assets to ensure that you choose to enjoy your lifestyle rather than worrying about money.
Typically, but not exclusively we charge based on the amount of money that we manage. Usually we charge 1% of your initial investments and an ongoing fee of 1% for providing ongoing services, including annual reviews and meetings. Where funds exceed certain levels we discount or cap our costs.
Our initial meeting is always without cost or any form of obligation. This is your opportunity to ask as many questions as you wish and for us to ensure that we understand how we are to help you. This meeting is normally held face to face either at our offices or at your preferred location (home) at a mutually convenient time.
Financial advice costs are normally based on the amount of money invested, so for example if you invested £250,000, the initial charge would be 1% or £2500 plus 1% ongoing for our ongoing services, which in this case would be £2500 annually, assuming £250,000 invested.
Yes we can, we would normally recommend that a starting point would be to ensure that wills are in place and up to date. If you haven’t got your wills set up or they need revisiting we can recommend suitably qualified experts to help with this.
Yes, all our clients have access to a wealth platform which enables up to date valuations, on a daily basis if required. We can help you access these and there is a link on this website to direct you to the correct page.
Our terms do not “tie” you into any contractual obligations. If you decide that you no longer require our services you are free to step away.
Plan An Appointment
If you’re ready for a more intentional approach to wealth planning, let’s begin the conversation.