Business Details
23 Years
experience
Trusted Financial Advisers in Glasgow
Prosperity Financial Solutions has been delivering independent financial advice to individuals and businesses for over 22 years. Our team of experienced advisers specialises in pensions, investments, protection, and mortgages, offering tailored solutions that align with clients' unique circumstances and aspirations. Based in Glasgow's West End, we serve clients across Scotland with a commitment to transparency, ethical practices, and long-term relationship-building.Our expertise in pension freedoms, ISA transfers, and mortgage advisory services is supported by our authorisation and regulation by the Financial Conduct Authority. We pride ourselves on combining the personal touch of a boutique practice with the expertise of a larger firm, ensuring clients receive both innovative solutions and exceptional service.
Services
Pensions
Investment
Protection
Mortgages
Pension Freedoms
ISA Transfers
Equity Release
Life Cover
Critical Illness Cover
Business Protection
Details
- Year established: 2003
Highlights and features
- We offer 22+ years of experience in independent financial advisory services
- Our team provides bespoke advice tailored to individual client circumstances
- We maintain full transparency and ethical practices in all client interactions
- Our advisers hold professional qualifications and industry certifications
- We serve clients across Glasgow and surrounding areas with local expertise
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable professionals
Highly recommended
Pragmatic approach
Exceptional client care
Services
Pensions
We provide comprehensive pension advice including pension freedoms, transfers, and consolidation. Our experts help clients maximise their retirement savings through tailored strategies. With specialist knowledge in tracing lost pensions and advising on auto-enrolment for employers, we ensure clients make informed decisions about their future financial security.
Investment
Our investment advisory services cover ISAs, bonds, and lump sum investments. We assess risk profiles to recommend suitable investment vehicles while considering tax implications. Offering ongoing portfolio reviews, we help clients grow their wealth through strategic asset allocation and market analysis tailored to their financial goals and circumstances.
Protection
We offer personal and business protection solutions including critical illness cover, life insurance, and key man insurance. Our advisers assess clients' needs to recommend appropriate coverage levels. For businesses, we provide partnership insurance and shareholders protection to mitigate financial risks associated with unexpected events affecting key personnel.
Mortgages
Our mortgage advisory services cover residential and commercial mortgages, equity release, and remortgaging. We help clients navigate complex mortgage products to find suitable solutions. Specialising in interest-only mortgages and lifetime mortgages, we provide independent advice to help clients achieve their property ownership and investment goals.
Pension Freedoms
We specialise in advising on pension freedoms introduced in 2015, helping clients understand their options for accessing pension funds. Our experts explain tax implications and withdrawal strategies while ensuring compliance with regulatory requirements. We provide clear guidance on balancing immediate needs with long-term financial security for retirement planning.
People
Maria Saunders
Wealth Manager
With over 25 years of experience, Maria provides expert financial advice tailored to client needs. She is known for her pragmatic approach and exceptional client service.
Owen Hadden
Chartered Wealth Manager
Owen offers specialist investment advice and has received client commendations for his accurate recommendations and professional service delivery.
Andrew McLellan
Senior Mortgage Consultant
Andrew specialises in mortgage advisory services with expertise in complex property financing solutions for residential and commercial clients.
Paul Ollerton
CEO
As CEO of Futura Wealth Management, Paul oversees strategic operations while maintaining client relationships through his financial advisory expertise.
Bill McCracken
Founder
Bill established Prosperity Financial Solutions and brings extensive experience in commercial financial planning and business development.
Questions
What financial services do you offer?
We provide pensions advice, investment management, protection insurance, and mortgage advisory services tailored to individual and business needs.
How long have you been in business?
Prosperity Financial Solutions has been advising clients for over 22 years with a team of experienced financial professionals.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 515272).
Do you serve clients outside Glasgow?
We serve clients across Scotland including Bearsden, Clarkston, Giffnock, and Newton Mearns.
What makes you different from other advisers?
We combine boutique personal service with large-firm expertise, offering independent advice focused on long-term client relationships.
Reviews (5)
Norma Scott
Dec 01, 2018
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I got to know about Prosperity a few years ago when Maria Saunders came to my workplace to give advice regarding my works pension...felt so confident with the advice given I asked her to my home to look over my husband's pension. We have never looked back the advice and support Maria and her colleagues give us means we have peace of mind in knowing we have a portfolio which will help us in the future when retirement comes around.
Andy Forbes
Jul 31, 2018
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I have used this company on several occasions and found the service provided to be excellent. Clear advice, tailored to my requirements and given in a friendly and helpful way.
Robert Heenan
Jul 29, 2018
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Prosperity Financial Solutions is a great service, Maria has been dealing with my sister and myself for a few months now and she is always on hand to answer any questions myself or my sister might have, you are always made to feel welcome and all the staff are really friendly and my sister and I would both definitely recommend prosperity to anyone! If I could give more than 5 stars I would
Louise Laidlaw
Jun 22, 2018
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Maria has been my Financial Advisor for over 25 years. She is extremely knowledgeable and professional but is also pragmatic and realistic. I have recommended her to friends and family and they have also been delighted with the service that theyve received. Maria will always go the extra mile the level of service that she and her team give is exemplary. I would recommend her wholeheartedly.
Louise Laidlaw
Louise Laidlaw
Roselyn Smith
Jun 20, 2018
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Our organisation has used Prosperity Financial Services for many years, We have a close relationship with Maria Saunders who has always been on hand with any advise and issues we are dealing with. Maria has assisted in all our staffs pension policy's over the years and continues to provide an excellent and friendly service to new and existing staff, Highly recommend.
