Prosperity Wealth Employee Directory

Financial ServicesWest Midlands, United Kingdom51-200 Employees

Our aim is to provide clients with independent financial advice they can trust, drawing on our vast experience to provide a tailored consultancy service. We understand that every client is different and will take the time to get to know you and your needs. In our free of charge initial consultation, we’ll look at your current circumstances, understand how you’d like your finances to look in the future, and get to understand your approach to risk. 

From here, we’ll use our expertise and experience to analyse your investments in order to see whether they fit your aspirations and objectives, helping you to make informed choices. We can advise on pensions, retirement planning, mortgages, equity release, investments and savings; we will utilise our vast experience and expert team to put together a financial plan that’s right for you.

Since 2012, financial advisers have been split into Independent Financial Advisers and Restricted Advisers. Here at Prosperity Wealth, we are proud to carry Independent Financial Adviser status. This means that we’re not restricted to any particular product or provider, and can offer impartial advice based solely on what fits your financial objectives.
This personal service is central to our success, enabling us to build long lasting relationships with our private and commercial clients, some of which span over two decades.

In addition, we constantly review your investments to make sure they fit with your aspirations. Our Investment Committee regularly evaluates financial markets on behalf of our advisers and clients, making sure your investments are working hard for you. Wherever you’re based, we can provide private and commercial clients across the UK with independent financial advice.

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