We are currently seeking professionals to join our growing team. We are looking for individuals who align with our client-centric approach and share our core values. Since 2022, we've expanded our offerings and grown our team, and our growth journey continues! If you're interested in joining The Prosperous Team, check out our available positions below: ▶️ Senior Financial Advisor (Choice) ▶️ Paraplanner Visit our website for full details of all available positions here: https://loom.ly/JPSzBcw #newopportunity #prosperousfinancial
Prosperous Financial
Financial Services
Dublin 7, Dublin 3,165 followers
Independent financial planning and financial advice for individuals and companies.
About us
At Prosperous Financial Planning we believe that sound financial advice changes lives. Studies have shown financial planning benefits those of all income levels. What is best for you is the heart of our entire business, it’s the question we ask ourselves daily and at every stage of our process. What we do is based on a moral obligation to provide individualised service, one which produces the best outcome possible. This belief is the very foundation and heart of our business. At Prosperous, we start with you. We don’t believe we have a right to give you financial advice if we don’t know a little about you first. That’s why we take the time to get to know you, what’s important to you and what you are trying to achieve. We are an independent fee-based firm, we don’t sell you products you don’t need, we seek out products if required that fulfil your requirement. If you are interested in specific financial advice, a financial plan or require further details, please contact a member of the Prosperous team at 045 854 716 or info@prosperous.ie.
- Website
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http://www.prosperous.ie/
External link for Prosperous Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Dublin 7, Dublin
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Financial Planning, Financial Advice, Retirement Planning, Investment Advice, Pension Advice, and Product set-up
Locations
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Primary
Get directions
Unit 124A
The Capel Building
Dublin 7, Dublin D07 VX33, IE
Employees at Prosperous Financial
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Eoin McGee CFP®
No.1 Bestselling Author 📚 | Host of How to be Good with Money on RTÉ One 📺| Private Consultations with Prosperous Financial | Corporate Speaker 📑|
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Clive Dean
Retirement Planning Adviser (RPA) & Qualified Financial Adviser (QFA)
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Margaret Keogh
Staff Officer at Kildare and Wicklow ETB
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Helen Howard
Client Services Executive at Prosperous Financial
Updates
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*Appointment Availability Update* Limited appointments are still available in October! Thinking about booking with us? Don’t miss the chance—reserve a time that fits your schedule today. Learn more about our different offerings here: https://loom.ly/VdJcZm4 #FinancialPlanning #FinancialAdvice
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Great news for Keys at Prosperous and for our clients…we have partnered with Nua Money Limited - a new lender to the Irish market, offering a fast and efficient process with a somewhat different approach to lending. Learn more about Keys at Prosperous here: https://lnkd.in/e_iArU89 #NewPartnership #KeysatProsperous
Introducing our broker partner Prosperous Financial 🤝 Eoin McGee CFP® Colin Duignan Msc
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Here is a peek into our company briefing last Friday in The Fitzwilliam Hotel! It was a fantastic opportunity to reflect on our team’s accomplishments over the last quarter, align on future goals, and reconnect with our core values: Transparency, Clarity, Client-Centric and Integrity. We also hosted a 'Fireside Q&A' with Colin Duignan Msc and Eoin McGee CFP® who answered our team’s questions and shared some brilliant insights! If you're interested in joining our growing team at Prosperous and contributing to our future, check out our current openings here:https://loom.ly/JPSzBcw
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On this World Mental Health Day, let’s remember that financial wellness is just one part of overall well-being. Prioritising mental wellness can be one of the best investments you make. #MentalHealthMatters #FinancialWellness
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At Prosperous we were closely monitoring Budget 2025 for key updates that could significantly shape the financial landscape for our clients. Key items on our radar included increases in the Capital Acquisitions Tax (CAT) threshold, pension contribution rules, and changes to the exit tax on investments. Here are the highlights on changes we were expecting to see along with some other key updates. If you are looking for more information about how any of the changes mad in Budget 2025 will effect you - get in touch, visit out website: https://loom.ly/PS5vczw #FinancialPlanning #Budget2025 #ProsperousFinancial
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Prosperous Financial reposted this
We are excited to announce the finalists for the FS Trust Award, sponsored by Elavon Europe. ✨ These organisations have set new standards for transparency, reliability, and ethical practices. Our finalists: ALT21 Close Brothers Motor Finance - Ireland Metis Ireland Prommt Prosperous Financial Book your table: https://hubs.ly/Q02R2z4K0 We can’t wait to celebrate your achievements at the FS Awards 2024 in partnership with KPMG Ireland. #FSAwards24 #FinancialServices
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Our Choice offering is all about the here and now, providing the financial advice and guidance you need. With personalised advice on spending, savings, investments, and more, Choice helps you navigate your financial journey with a focus on the present. Also offering support in setting up recommended financial products if needed. Get expert guidance tailored to your immediate needs today! Learn more about Choice and our other offerings here: https://loom.ly/VdJcZm4 #FinancialAdvice #FinancialWellbeing #Prosperous
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We're excited to announce that Prosperous has been named a finalist in three categories for the FS Awards 2024, in association with KPMG : 🏆 The Client Experience Award 🏆 FS Trust Award 🏆 FS Challenger Award A huge thank you to our team for their dedication and hard work in getting us here. Congratulations to all the finalists, and we look forward to celebrating together at the Mansion House in October. Best of luck to everyone! https://loom.ly/GdAhDa4 #FSAwards24 #FinancialServices
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"What's one of the most common financial issues clients come to you with at Prosperous" We had the opportunity to sit down with Emmet, a financial planner on our Premier team, to discuss common challenges and how we help clients overcome them. If you're seeking greater confidence and structure in managing your finances and looking to plan for your future, explore our Premier offering https://loom.ly/skAZ00U #PlanForTheFuture #FinancialPlanning #ProsperousFinancial