About Prosperity IFA

Prosperity IFA is a firm of independent financial advisers dedicated to delivering unbiased financial advice and in a way that suits you, the client. We are based in Crowborough and are mainly active in the Tunbridge Wells area.

Personal service lies at the heart of the Prosperity IFA approach.

Our advisers have been helping clients navigate complex financial markets for many years and our business has evolved through client recommendation.

We offer impartial advice of the highest quality. Our highly skilled financial advisers use the latest technology which can search, monitor and manage funds, both domestically and across the globe, which means we can meet all of our client’s financial needs both on a personal and a corporate level and achieve their objectives in the most cost-effective way.

With the seemingly endless options available on the market, we can advise and guide our clients so that they are certain that any investment, pension, mortgage, healthcare, or insurance decision they make is the best for them.

Prosperity IFA

Has been built on honesty,
integrity and excellent
performance.

Our Expert Team

Our advisers and servicing team are committed to delivering an excellent customer experience for all our clients. Many client-adviser relationships are long lasting and we work with you as your needs, both personal and commercial, change.

Prosperity IFA Crowborough, Tunbridge Wells

Simon Munday

Founder and Senior Financial Planner

Simon founded Prosperity IFA in 2012 after nearly 10 years working within financial services – looking after both commercial businesses banking needs for Barclays and Natwest and managing Investment Portfolios at RBS and Edward Jones. Simon has grown the company from strength to strength over the past few years.

Qualifications DipPFS – Diploma in Financial Services Chartered Insurance Institute Cert CII (MP) – Certificate of Mortgage Professionals Chartered Insurance Institute

See Simon’s reviews by clicking on the image below.

Vouched For Simon Munday

Prosperity IFA Crowborough, Tunbridge Wells

Andrew Brady

Senior Financial Planner

Andrew joined Prosperity IFA in September 2012 after 12 years at Nationwide Building Society, where he was responsible for providing clients with investment solutions through a range of products, protecting clients lifestyle’s and providing retirement solutions through pensions and annuities. Andrew has been responsible for and assisted with the growth of the business by building strong relationships with internal and external clients. Andrew continues to enjoy offering unbiased and bespoke solutions to clients financial goals and is committed to providing an exceptional service.

Qualifications
DipFA – Diploma in Financial Services
Institute of Financial Services
CeFA – Certificate for Financial Advisors
Institute of Financial Services
Cert CII (MP) – Certificate of Mortgage Professionals
Chartered Insurance Institute

See Andrew reviews by clicking on the image below.

Vouched For Simon Munday

Prosperity IFA Crowborough, Tunbridge Wells

Mark Grunwell

Chartered Financial Planner

Mark has over 35 years of experience within the commercial and investment banking sector, working for large corporates as well as offering expert Independent Financial Advice. He is qualified professionally to the highest educational standards to work across Pensions, Investments, and Mortgages, and can offer not only comprehensive financial advice, but a fantastic holistic personal service. This is enhanced by his own life experiences and his ability to empathise both emotionally and financially with the needs of his clients.


Qualifications
FPFS-Fellow of the Personal Finance Society
Chartered Financial Planner (Level 6)
Chartered Insurance Institute
Cert SMP-The Society of Mortgage Professionals (Level 4)
Chartered Insurance Institute

Donna Gail

Donna-Gail Linsdell

Mortgage Advisor

Donna-Gail has been working as a financial adviser since 2008.  Originally a tied financial adviser with HSBC bank, she then moved to work in a brokerage from 2010.  Donna-Gail has experience in ‘difficult to place mortgages’, residential mortgages, expat mortgages and buy to let mortgages.  She is based in Maidstone and qualified to give mortgage and protection advice.  Donna-Gail has used her own life experiences, both emotionally and financially, to think outside the box to place her client’s mortgages with a lender who will accept their needs.

Qualifications

CeMAP – Certificate in Mortgage Advice and Practice

Redfearn

Chris Redfearn

Independent Financial Advisor

Chris has been working as a financial advisor since 2002. Originally a tied financial adviser with HSBC bank, Chris became a fully independent adviser in 2009. Over his career, Chris has worked with many individuals and businesses to improve their financial circumstances and achieve their goals. Chris is qualified to give pension, investment, mortgage and protection advice. Based in Eastbourne on the south coast, Chris has spent many years building and developing relationships in his local area and is committed to providing a truly independent and holistic financial advice service to his clients.

Qualifications:
DipFA – Diploma in Financial Services
Institute of Financial Services
J10 – Discretionary Investment Management
Chartered Insurance Institute
CeFA – Certificate for Financial Advisors
Institute of Financial Services
CeMAP – Certificate in Mortgage Advice and Practice
Institute of Financial Services
CeRER – Certificate in Regulated Equity Release
Institute of Financial Services

Rob Field

Rob
Field

Mortgage Advisor

Rob joined Prosperity IFA in December 2019 and has been advising clients for 5 years after 20 years working for a variety of mortgage lenders in underwriting and sales roles. He specialises in buy to let and portfolio investment lending which includes arranging mortgage facilities for properties held in limited companies.  In addition to the normal high street lenders, Rob has built relationships with a number of specialist lenders including those offering commercial and bridge lending arrangements.  Rob offers solutions to clients based on the experience of working in lending and takes pride in “finding a way”. As a result, many of Rob’s clients undertake multiple mortgage transactions with him.

Qualifications                       Cert CII (MP) CF1 & CF6 – Chartered Insurance Institute

 

Prosperity IFA Crowborough, Tunbridge Wells

Sophie Cheek

Office Manager

Sophie joined Prosperity IFA in 2014 on a part time basis, providing general administration support to the firm.  She has a strong administration and secretarial background, having held previous positions as a PA for managing directors, as well as experience in the HR and practice management world.  Working primarily for the director, Simon Munday, Sophie’s role has grown over the years to include being responsible for the day to day running of the office as well as the firm’s payment reconciliations.