Bringing the benefit of our experience and wholemarket advice to everyone

About us

Between them, Kevin Hastings and John Thomson have accumulated more than 40 years of financial industry experience within the country’s main banks. In 2008 they formed Plan it and Prosper to encourage clients to seek and benefit from whole of market advice.

Since 2008, the firm has continued to expand, adding financial advisors and support staff to the Plan It and Prosper team, all of whom share the same core beliefs as Kevin and John.

Based in Bonnyrigg, just seven miles south of Edinburgh’s city centre, we enjoy all the benefits of a city centre office without any of the parking constraints. Within the office, we make the most of the latest technology to ensure we maintain the best professional standards and services for our clients.

 


Investments - your portfolio in safe hands

Pensions - planning for your future security