Business Details
24 Years
experience
Independent Financial Advisers in Glasgow
Prosperity Financial Solutions has been providing independent financial advice to individuals and businesses for over 22 years. Our team of experienced advisers specialises in pensions, investments, protection, and mortgages, offering tailored solutions that align with clients' unique circumstances. We prioritise transparency, ethical practices, and long-term relationships, ensuring clients receive bespoke guidance that evolves with their financial needs. With expertise in pension freedoms, ISA transfers, and mortgage advisory services, we combine industry knowledge with a client-centric approach.Our commitment to excellence is reflected in our FCA authorisation and a track record of positive client testimonials. We serve clients across Glasgow and surrounding areas, including Bearsden, Giffnock, and Newton Mearns. Our advisers hold relevant qualifications and maintain up-to-date industry knowledge to deliver reliable, future-focused advice. We pride ourselves on clear communication, avoiding jargon to ensure clients fully understand their financial options. Our longevity in the sector underscores our dedication to helping clients achieve financial security and peace of mind.
Services
Pensions
Investments
Protection
Mortgages
Financial Planning
Details
- Year established: 2002
Highlights and features
- We have over 22 years of experience in independent financial advisory services.
- Our team holds FCA authorisation and maintains industry-specific expertise.
- We provide tailored advice for pensions, investments, mortgages, and protection.
- Our service combines transparency with ethical financial planning practices.
- We serve clients across Glasgow and surrounding areas with local expertise.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable advisors
Personalised approach
Peace of mind
Successful outcomes
Services
Pensions Advice
We specialise in pension freedoms, transfers, and consolidation to maximise retirement savings. Our advisers help clients trace lost pensions, unlock frozen pensions, and navigate auto-enrolment requirements. With expertise in employer pension schemes and commercial property investments, we ensure clients make informed decisions aligned with their retirement goals.
Investment Management
Our investment services cover ISAs, bonds, and lump sum investments tailored to risk profiles. We provide ongoing portfolio reviews and tax-efficient strategies, helping clients grow capital for specific goals like education or property purchases. Our independent approach ensures recommendations prioritise long-term financial objectives.
Mortgage Advisory
We offer expert guidance on residential and commercial mortgages, including remortgaging and equity release. Our advisers assess clients' circumstances to identify competitive products, simplifying complex processes while ensuring affordability and compliance with regulatory standards.
Protection Planning
Our protection services cover critical illness cover, life insurance, and business continuity solutions. We design tailored policies to safeguard families and businesses against financial risks, including key man insurance and partnership agreements that ensure operational stability during unexpected events.
Financial Planning
We create comprehensive financial plans addressing short-term needs and long-term aspirations. Services include inheritance tax planning, income protection, and coordinated investment strategies that align with clients' life stages, from young professionals to retirement.
People
Paul Ollerton
CEO of Futura Wealth Management
With extensive leadership experience, Paul oversees strategic operations at Futura Wealth Management, ensuring high standards of financial advisory services and regulatory compliance.
Bill McCracken
Founder of Prosperity Financial Solutions
Bill established Prosperity Financial Solutions, leveraging decades of financial services experience to build client-focused advisory solutions tailored to individual and business needs.
Maria Saunders
Wealth Manager
Maria provides expert wealth management advice, specialising in long-term financial planning and investment strategies that consistently deliver client satisfaction over her 25-year career.
Owen Hadden
Chartered Wealth Manager
Owen offers chartered-level wealth management expertise, known for accurate investment recommendations and a professional approach that clients consistently praise in testimonials.
Andrew McLellan
Senior Mortgage Consultant
Andrew specialises in mortgage advisory services, helping clients navigate complex property financing options with practical, client-centred solutions.
Questions
What financial services do you offer?
We provide pensions advice, investment management, mortgage advisory services, and protection planning tailored to individual and business needs.
Are you regulated by the FCA?
Yes, we operate under Futura Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA number 515272).
How do you tailor financial advice?
We conduct detailed assessments of clients' circumstances, goals, and risk tolerance to create bespoke financial strategies aligned with their unique requirements.
Do you serve clients outside Glasgow?
While based in Glasgow's West End, we assist clients across Scotland, including Bearsden, Giffnock, and Newton Mearns, through in-person and remote consultations.
What makes your pension advice unique?
We specialise in pension freedoms, transfers, and unlocking frozen pensions, combining technical expertise with clear communication to maximise retirement outcomes.
