Prosperity Financial Planning
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
6 Hawksworth St, Ilkley, West Yorkshire,...Phone Number
+44 1943968100Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Prosperity Financial Planning
Prosperity Financial Planning, a trading name of 2plan wealth management Ltd, offers comprehensive independent financial advice with a focus on long-term relationships and tailored solutions for clients based in West and North Yorkshire and across the UK. Their services include investment planning, retirement planning, financial protection, and mortgage advice, all backed by a team of financial and technology experts. With a commitment to integrity and bespoke client care, they aim to help individuals, businesses, and trustees achieve and manage their financial aspirations. Established by Chartered Financial Planner Lee Windle, they emphasize a thorough understanding of clients' values and goals to provide the best financial solutions.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Prosperity Financial Plan...
<$5M
1-10
Private
-
2014
N/A
Company Profile Activity
Activity Insights
Prosperity Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Prosperity Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prosperity Financial Planning.
Prosperity Financial Planning Tech Stack
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Prosperity Financial Planning, a trading name of 2plan wealth management Ltd, offers comprehensive independent financial advice with a focus on long-term relationships and tailored solutions for clients based in West and North Yorkshire and across the UK. Their services include investment planning, retirement planning, financial protection, and mor... Read More
