Founded by award winning planners...

Roland Richards and Mitchell Peterson, Prospero has helped many of its clients achieve clarity and comfort around their financial affairs.

 

We would love to meet you to see if we can help you. By working together over the long term, we can work our magic on your financial planning. Using bang up to date technology and research capabilities our advice process is recognised as one of the best in the industry and has been recognised by our industry colleagues through many awards we have won.

We look forward to seeing you soon

 

Directors

Roland Richards
Director, Sales

Mitchell Peterson
Director, Operations & IT

Lydia Trimble
Director, Finance & HR

 

Associates & Staff

Eduardo Page
Financial Planner

Mike Bennett
Para Planner

Richard Conroy
Admin. Manager

Oli Smith
Sales Support

Gemma Romero
Financial Planner

Jamie Harris
Para Planner

Ben Greene
Administration

Jason Nikolaidis
Marketing Manager

Michele Kovacs
Financial Planner

Lucas Fletcher
Technical Research

Al Thakur
Administration

Santiago Richard
Web Designer

Matt Tyner
Trusts & Family

Tom Hogan
IT Manager

Geoff Erickson
Finance Manager

Roy Cummings
Webmaster

 

Portraits by Sue Morgan

 

Important notice

Please be aware that Prospero Wealth is NOT a trading company, it is NOT regulated by the FCA and is NOT offering financial advice. This website is being used for software demonstration purposes only. Nothing on this site is for available for sale nor is any financial advice being given.

Technology that works for you

Below is a selection of the partners we work with to deliver on our promises to you. Without our partners we could never hope to deliver the service we do today and we would like to take this opportunity of thanking them for their support and invaluable advice, that has allowed us to transform our business and deliver the service we provide to you.

Time4Advice

Time4Advice provides Prospero Wealth with its client management solution, CURO. Based on the global Microsoft Dynamics CRM platform, CURO keeps us ahead of the curve and allows us to deliver on our promises.  CURO is the backbone of our business and we are delighted to be working with the team at Time4Advice, who have quite simply changed our lives for the better.

 

Plan with Voyant

Voyant is the best financial planning software around. It shows you with absolute clarity what actions need to be taken and by when, if you are to achieve the outcomes you want and expect. Our para planners and financial advisers understand Voyant intimately and use it to great effect to demonstrate financial planning concepts. Voyant provides the backbone to our planning process and our clients just love it.

 

Technical Connection

Technical Connection and its fantastic library of technical resources, Techlink, is used extensively by everyone at Prospero Wealth. There is simply no way our team could spent the time researching such technical matters without the expert input from Technical Connction.

 

Important notice

Please be aware that Prospero Wealth is NOT a trading company, it is NOT regulated by the FCA and is NOT offering financial advice. This website is being used for software demonstration purposes only. Nothing on this site is for available for sale nor is any financial advice being given.

Open Positions

Financial Planner

We are looking for a highly qualified and team orientated professional financial adviser. The successful candidate will enjoy a very attractive package including comprehensive benefits and a generous holiday allowance.

 

Qualifications

  • Chartered status
  • Very people focussed with excellent communication skills
  • Superb presenter and highly personable
  • Great work ethic and a positive attitude
  • Client centric

Para planner

Our growing para planner team is looking for a junior planner to work alongside them and to help research planning solutions as well as liaise with the legal department to validate all recommendations made. We have a strong compliance ethic and need the successful candidate to be a team player as well as great communicator.

 

Qualifications

  • Chartered status
  • Demonstrable technical skills
  • Strong team player with excellent communication skills
  • Hard working and dedicated

Apply