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Prosperity Medical & General Limited

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Prosperity Medical & General Limited

Overview:

rosperity Medical & General Limited offers total wealth management advice to professional clients.

The concept of Total Wealth Management is to build and develop long term relationships with clients who value advice on building, protecting and realising their wealth.

Our clients are medical professionals, qualified accountants, solicitors, business owners and company executives who are asset/income rich, focused on financial gain and security, but lack the time to fully research the financial markets to find the right solution for them.

Prosperity Medical & General Limited is an owner managed business. Martin Cleaver, the Managing Director and one of the owners, has 21 years experience in the financial services sector and is a highly qualified IFA.

Our aim is to offer you sound, well researched, creative financial advice based on a relationship which we expect to span many years. Our aim is to help develop a strategy over time to:
grow your wealth e.g. investments and savings;
protect your wealth e.g. life assurance cover, critical illness protection, and private health cover;
retain your wealth e.g. income, capital gains and inheritance tax planning; and
realise your wealth e.g. vesting pension plans and selling your business
We are regulated by the Financial Services Authority.

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