About us

Prosperity was formed in 2005 by a small group of professional advisers who understood that they could better serve their clients by working together.

Our decision to work as a team has enabled our advisers to specialise and to be expert in different areas of financial planning .

Since then we have been joined by several more professional advisers, paraplanners and client relationship managers who believe in this philosophy and as a result the team has grown to over 30.

With combined experience of over 500 years  and with the average approaching 20 years’ service to clients, we have developed the expertise to guide and support our clients by helping them define and achieve their financial goals.

 Our people

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a list of our colleagues together with their contact details.

Cliff Gray DipPFS - Director
Pensions, Investments & Protection
cliff.gray@prosperityfs.co.uk
07774 947736

Chris Mison FPFS – Director
Chartered Financial Planner
Pensions, Investments & Protection
chris.mison@prosperityfs.co.uk
0118 981 1926 / 07974 367151

Jeanette Barefield-Cox
Mortgages & Protection
jbc@prosperityfs.co.uk
07738 505564

Harvey Butler DipPFS
Pensions, Investments & Protection
harvey.butler@prosperityfs.co.uk
07958 404688

Susan Chamberlain DipPFS
Mortgages & Protection
susan.chamberlain@prosperityfs.co.uk
07929 285609

Ryan Cooper
Mortgages & Protection
ryan.cooper@prosperityfs.co.uk
07958 744050

Adam Cruickshank DipPFS Cert CII (MP)
Pensions, Investments & Protection 
adam.cruickshank@prosperityfs.co.uk
07725 753743

Paul Farnes DipPFS
Pensions, Investments & Protection
paul.farnes@prosperityfs.co.uk
07867 533770

Philip Fisher DipPFS
Pensions, Investments & Protection
philip.fisher@prosperityfs.co.uk
07843 494917

Jason Harris DipPFS
Pensions, Investments, Mortgages & Protection
jason.harris@prosperityfs.co.uk
07771 905404 

Ian Hunter DipPFS
Pensions, Investments, Mortgages & Protection
ian.hunter@prosperityfs.co.uk
07831 191394

Dave Richards DipPFS, ACII
Pensions, Investments & Protection
david.richards@prosperityfs.co.uk
07884 181949

Daniel Young DipPFS
Pensions, Investments & Protection
daniel.young@prosperityfs.co.uk
07711 576523

Jack Young DipPFS
Pensions, Investments & Protection
jack.young@prosperityfs.co.uk
07769 181590

Head Office Administration Team: 0118 981 1926

Practice Manager:
Andrea Turner - andrea.turner@prosperityfs.co.uk

Administration Team:

Admin Team Leader - Katy Fremlin - katy.fremlin@prosperityfs.co.uk

Claire Barnard - claire.barnard@prosperityfs.co.uk

David McGeachie - david.mcgeachie@prosperityfs.co.uk

Justina Penhaligan - justina.penhaligan@prosperityfs.co.uk