Business Details
Your Trusted Financial Partner in Knaresborough
Prosperis is an owner-managed firm of independent financial advisers with a wide range of complementary skills, experience, and qualifications. Our service focuses on creating wealth accumulation and protection plans tailored to individual needs rather than simply comparing financial products. With over 30 years of experience in the financial services sector, our Managing Director, Niall Gunn, specialises in retirement and investment solutions for corporate and individual clients. We prioritise understanding the unique concerns of small to medium-sized businesses and their key personnel, aligning our objectives with yours to deliver exceptional financial advice. Our commitment extends beyond initial planning, ensuring ongoing reviews to adapt to changing circumstances and optimise opportunities.We serve clients across Yorkshire and the UK, maintaining a reputation for professionalism, responsiveness, and client-centric service. Our expertise spans pension auto-enrolment, tax and estate planning, and employee benefit solutions, supported by a dedicated team of specialists. We pride ourselves on clear communication, transparency, and a cautious approach to financial planning, including scenario analysis for market volatility. Our long-standing client relationships reflect our dedication to exceeding financial objectives while adhering to UK regulatory standards. We are authorised and regulated by the Financial Conduct Authority, ensuring accountability and trust in our services.
Services
Estate Planning
Investments
Retirement Planning
Employee Benefits
Auto Enrolment
Cashflow Modelling
Pension Reviews
Protection
Shareholder Protection
Key Person Insurance
Highlights and features
- We have over 30 years of experience in financial services.
- Our bespoke advice aligns with your personal and business goals.
- We offer market-leading employee benefit solutions for businesses.
- Our team provides regular reviews to adapt to changing circumstances.
- Clients consistently praise our professionalism and client-focused service.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent advice
Responsive team
Professional service
Value for money
Timely support
Services
Estate Planning
Our estate planning services help clients structure their assets to ensure efficient wealth transfer while minimising tax liabilities. We provide tailored strategies for individuals and businesses, focusing on long-term financial security. Our approach combines legal and tax considerations with personal objectives to create robust, future-proof plans.
Employee Benefits
We design comprehensive employee benefit packages for businesses of all sizes, including pension schemes, private medical insurance, and shareholder protection. Our specialists ensure compliance with regulatory requirements while enhancing employee engagement. Our market-leading solutions deliver measurable returns on investment through strategic benefit communication.
Cashflow Modelling
Our cashflow modelling service provides clients with clear visualisations of retirement scenarios, including income needs and market volatility impacts. We help individuals plan sustainable retirement incomes through scenario analysis and risk assessment. This proactive approach ensures financial preparedness for long-term lifestyle goals.
Investment Management
We offer bespoke investment strategies aligned with clients' risk profiles and financial objectives. Our services cover portfolio construction, performance monitoring, and regular reviews to adapt to market changes. We focus on achieving long-term growth while maintaining transparency and accountability in all investment decisions.
Pension Auto Enrolment
We assist businesses in implementing and managing pension auto-enrolment schemes compliant with UK regulations. Our support includes scheme selection, employee communication, and ongoing compliance monitoring. We ensure seamless integration with existing HR processes while optimising benefits for employers and employees.
People
Niall Gunn
Chief Executive Officer
With over 30 years in financial services, Niall Gunn specialises in retirement and investment solutions for individuals and SMEs. He leads Prosperis' strategic direction, ensuring client-focused advice and regulatory compliance. His expertise in corporate benefit structures and personal financial planning drives the firm's commitment to excellence.
Questions
What financial services does Prosperis offer?
Prosperis provides estate planning, investment management, retirement planning, employee benefits, pension auto-enrolment, and cashflow modelling services for personal and corporate clients.
How does Prosperis tailor financial advice to individual needs?
We create bespoke wealth accumulation and protection plans through detailed fact-finding, risk assessment, and regular reviews to align with evolving client objectives.
What areas does Prosperis serve?
Based in Yorkshire, we serve clients across the UK with both in-person and remote advisory services.
Is Prosperis regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 4522785.
What makes Prosperis different from other financial advisers?
Our owner-managed structure, 30+ years of experience, and client-centric approach ensure tailored advice with a focus on long-term relationships and measurable outcomes.
Reviews (1)
Matt Harris
Sep 03, 2019
Report
Really helpful explanation of answers to my questions about retirement. I watched a series of videos which gave me the info I needed to understand what my choices were.
