Yorkshire & the Humber Enterprise Awards 2018

4 SME NEWS / Yorkshire &Humble Enterprise Awards 2018  One of Harrogate and Yorkshire’s leading Independent Financial Advisers and Employee Benefit Consultants, Prosperis Limited offer innovative and objective advice to a wide range of clients. Among our esteemed winners in this year’s Yorkshire & Humber Enterprise Awards, Prosperis is definitely one to watch, as we found out when we profiled the firm and offered readers a glimpse into the work it undertakes and the secrets behind its incredible success. Best Independent Financial Advisory Firm 2018 Established in 2002 by Niall Gunn, CEO, Prosperis provides a wide range of holistic financial advice to individuals and business throughout the UK. The business recently relocated to new premises in the centre of Harrogate primarily to accommodate their on-going expansion. Chairman, Paul Meehan, has many years’ experience in building up businesses through mergers and acquisition and he takes a leading role for the business in that regard. The firm supports a vast array of clients that come from across all sectors of business, industries and the professions. What links these clients is the exceptional, pro-active service they receive when they work with Prosperis. The majority of the firm’s clients seek retirement planning and general investment advice, however, Prosperis’ flexible approach and skilled personnel mean the firm is able to support them with any financial or employment benefit support they may need. Through this approach, the firm works hard to offer clients a service seeking to create a wealth accumulation and protection plan that meets their individual needs, rather than simply aiming to sell them off the shelf products. This method ensures the firm’s objectives are aligned with those of its clients, reinforcing Prosperis’ commitment to providing them YOR18032 with the very best financial advice both today and for the years ahead. When a new client comes to the firm to seek support and advice, the team aim to provide them with simple, practical advice they can understand, rather than Niall Gunn - Managing Director: Prosperis Prosperis Limited