About Prosperity Financial Planning

Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
Prosperity Financial Planning is headed up by Lee Windle. Lee has been awarded Chartered Financial Planner status in 2013, He is one of only a small number of IFAs regarded as having reached the industry's "Gold standard".Providing financial advice since 1996, he has a wealth of experience in helping clients to achieve their financial goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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