Home Individual - Prosperity

Prosperity is a UAE based financial planning firm that provides a full 360 degree view of your financial life.

We pride ourselves on delivering unbiased, transparent, fee sensitive advice.

The Prosperity Vision

Our vision is to provide a clear roadmap for clients to achieve their version of financial freedom.

Having being fully licensed and regulated in the UAE since 2009 we understand some of the perceptions (and disappointing realities), confusion and scepticism when it comes to international financial planning and aim to restore faith into the financial services industry.

We constantly deliver this by providing a bespoke client journey, using only well established solutions and being completely transparent with our fees and charges.

Protection

Making sure your health, family, legacy and income are protected from all life's financial surprises.

Life Insurance

Critical Illness Cover

Permanent and Total disability insurance

Medical insurance

Creation

Support with building purpose driven portfolios targeted over the medium to long term

International pension portfolio International education portfolio International investment portfolio

Global Property portfolio

Manage

For any assets totalling a minimum of 100,000 USD we provide bespoke management solutions to make sure your assets are working for you at their peak capability

UK pensions - defined benefit / defined contributions

Cash

Existing investment portfolios

Preservation

Typically for our high net-worth and or older clientele who wish to protect their total assets and or start to plan retirement life and take income.

Inheritance tax structuring

Retirement planning

UK capital gains tax

Succession planning

CEO's Message

I am a firm believer that everyone requires some form of financial planning advice and also believe that everyone deserves transparency and clarity when it comes to the many solutions available on the global market.

At Prosperity I aim to provide our clients with the very best in financial planning by employing the best advisors, utilizing the most well respected insurance products as well as researching and delivering the most effective investment portfolios whilst making sure the client stays in full control of the decisions and costs throughout the entire journey.

Due to our highly focused services levels I am confident that once you become a client of Prosperity you need look no further again.

I wish you all the best with your financial planning

Greg Stockton - CEO

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