Welcome to Prosperity Medical Financial Services LLP
We are a firm of independent financial advisers based in the West Midlands. The firm’s roots can be traced back to 1999 when the current Managing Partner started in business as an IFA offering specialist independent financial advice to medical professionals.
The firm has evolved over the years and as well as looking after the financial affairs of a large number medical professionals it has also a number of solicitors, accountants, business owners and other high net worth individuals as clients.
Prosperity Medical Financial Services LLP provide advice on the core areas of financial planning namely mortgages, pensions, savings and investments and protection. The firm will also assist (often in conjunction with our clients’ accountants) with elements of tax planning. For our dentist clients who are looking to buy or sell a dental practice or need a dental practice valuation we can refer you to Prosperity Medical LLP who can assist in this area.
Tax Planning is not regulated by the Financial Conduct Authority. Dental Practice valuation and sales are not regulated by the Financial Conduct Authority. Prosperity Medical LLP is not regulated by the Financial Conduct Authority.