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Clients at the centre of everything we do

Our Vision

The firm aims to become the number one independent provider of financial services in Gibraltar by placing our clients at the centre of everything we do. We firmly believe in the direction of travel that Wealth Management is taking as it continues to evolve in the 21st century.

We feel that consumers have never been in a better situation to understand exactly what they are paying for financial services and to whom. The new regime also enables consumers to get a better deal than they may have been able to achieve in past times with the advent of obligatory cost transparency. The digital age has had a significant impact on how clients use financial services and we endorse all the benefits that this delivers for both the client and adviser. We believe the result of these changes will improve consumer confidence, trust and protection and in doing so, will enable firms such as ours to develop generational relationships with our clients.

Seeking to Guide You

We have outlined how we intend to achieve this in this section of the website “How we will seek to advise you” and would encourage you to visit this section of the site. We want you to tell us if we fall short of our ideology in order that we can continuously improve what we do and how we do it.

We are very passionate about what we do and are here to help you. If after reading this section, you feel that we can deliver the service you are looking for, please contact us and let us know how we can help.

The team at Prosperity Wealth Management look forward to hearing from you.

About Us

Prosperity Wealth Management is an independent wealth management advisory firm based in Gibraltar.

Prosperity Wealth Management is authorised by the Gibraltar Financial Services Commission under permission number 24080 to conduct the following permitted businesses:

  1. Category 3 Investment Firm
  2. Insurance Intermediary (Life)
  3. Pensions Adviser

You can confirm this and obtain further details by clicking on the following link: http://www.fsc.gi/regulated-entity/Prosperity-wealth-management-limited-24080

Our Relationship with Prosperity Pensions

Prosperity Wealth and Prosperity Pensions are two independent, separately regulated businesses with shared ownership and management.

While each firm operates with its own regulatory responsibilities and specialist focus, working alongside one another creates clear advantages for clients.

Where retirement planning involves both financial advice and pension administration, there is seamless access between adviser and trustee. This allows for efficient communication, coordinated implementation and a cohesive approach to retirement strategy.

Clients benefit from:

  • Smooth collaboration between adviser and pension trustee
  • Efficient execution of retirement and investment strategies
  • Integrated cash flow planning and pension structuring
  • Coordinated support for corporate pension and protection arrangements

Importantly, independence is always maintained. The relationship simply enhances convenience, technical strength and overall client experience, bringing advisory expertise and pension governance together under one roof