About Prosperity IFA
• We know what financial planning should look and feel like
• We are different from other financial advisors and financial planning firms you may have engaged with in the past
• You are not just a number, or an investment, in our eyes you are a client for life
• We help YOU to achieve YOUR dreams
• Your financial plans, goals and objectives are exactly that, YOURS! We utilise our expertise in financial planning to help you get there.
• We can help you with every aspect of your financial planning from early savings and Junior ISA’s through to retirement and inheritance tax planning. We will be there every step of the way.
• Your money is your money and you will have different objectives to everybody else, we understand that.
• Our approach is unique and our service second to none, you provide us with the symptoms and we’ll prescribe the solution
• Have a look at my VouchedFor profile and see what clients think of the service they receive from me.
Proud to be Top Rated
Experience & Qualifications
Our advisors have over 25 years experience in the industry and this enables us to give the best individual advice to you, the client. We do not pigeon hole clients and understand that your needs are specific to you.
All of our advisors are minimum diploma level qualified and one of our advisors has achieved full chartered status.
Prosperity IFA is authorised and regulated by the Financial Conduct Authority
Simon was really helpful in all aspects of his advice, always explaining each process and pointing us in the right direction of the best products to suit our requirements.
- Craig Bishop
We contacted Simon initially to arrange a mortgage. His advice and knowledge of the market was excellent. He kept us informed of updates and was very pro active. We will be using his services again on future financial planning.
- Mark Harper