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How It Works

What is the uprosper process?

How do I get started with uprosper?

What is a financial plan?

Can I contact you outside of normal weekday working hours?

How can I contact my adviser?

Who will be providing the advice?

What is included in the standard subscription plans?

Do you provide generic or tailored financial advice?

How often will I hear from my adviser?

Are subscription fees refundable?

How do I cancel my subscription?

How often are my investments reviewed?

What is the difference between robo advice and hybrid advice?

Do my partner and I require separate accounts and subscriptions?

Where can I find the terms and conditions of my subscription?

Will I receive ongoing advice, and how much will this cost?

What is an Independent Financial Adviser (IFA)?

What should I do if my financial circumstances have changed or are going to change?

Can I invest on someone else's behalf?

Do I have to disclose my personal and financial information?

How can I access information about my investments?

How do I switch from an existing adviser?

How can I withdraw funds from my investments?

What is portfolio asset allocation?

About Us

How is uprosper different from other advisory firms?

Who can uprosper help?

Why are uprosper fees so low?

How is uprosper different from robo advice services?

Can I contact you outside of normal weekday working hours?

How can I contact my adviser?

Who will be providing the advice?

Do you provide generic or tailored financial advice?

What kind of qualifications do your advisers have?

Who is uprosper regulated by?

What qualifications must advisers have?

What is an Independent Financial Adviser (IFA)?

How are your advisers remunerated?

Financial Advice and Planning

Why do I need a financial adviser or planner?

Who can uprosper help?

What is cashflow planning?

Do you provide generic or tailored financial advice?

How often will I hear from my adviser?

How often are my investments reviewed?

What is the difference between robo advice and hybrid advice?

Do my partner and I require separate accounts and subscriptions?

Will I receive ongoing advice, and how much will this cost?

What is an Independent Financial Adviser (IFA)?

What should I do if my financial circumstances have changed or are going to change?

Do I have to disclose my personal and financial information?

How do I save for retirement?

What is portfolio asset allocation?

Investments

How do you determine my risk tolerance/profile/appetite?

Can I cancel an investment I have made?

What range of funds do you consider when researching investments?

How much protection do I have if the product provider fails?

Where will my money be held?

I am warned that my capital is at risk. What does this mean?

What is capacity for loss?

Who will be providing the advice?

What is risk tolerance?

How does inflation affect my savings?

Are cryptocurrencies a valid investment?

Can I change my mind after purchasing a product or making an investment?

What kind of return can I expect on my investments?

What is the minimum investment requirement?

When is a good time to start investing?

How much tax will I pay on my gains?

Where are my savings invested?

Which providers do you work with?

Can I invest on someone else's behalf?

How can I access information about my investments?

What is ESG or sustainable investing?

What is the difference between active and passive management?

What is the difference between growth and income investments?

Do you advise on cryptocurrencies?

How can I withdraw funds from my investments?

How do I save for retirement?

What is greenwashing?

What is portfolio asset allocation?

General

How do I make a complaint?

Where can I get free, impartial guidance on money management, pensions and debt?

Can I change my mind after purchasing a product or making an investment?

How do I access the data you hold about me?

What qualifications must advisers have?

How do I save for retirement?

Protection

What is financial protection?

What is the difference between life insurance and critical illness cover?

How do you advise on life insurance and other policies?