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Investments
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Pensions
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Life & Health Insurance
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Tax Planning
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Equity Release
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Mortgages
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About Us
Prosperity IFA is a firm of independent financial advisers dedicated to delivering unbiased financial advice and in a way that suits you, the client.
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. Read more…
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Frequently Asked Questions
[/vc_column_text][vc_toggle title=”What kind of financial advice do you give?” style=”round_outline” color=”grey” el_id=”1444825588835-f3c49cbe-b447″]Private client services
Corporate Financial Planning[/vc_toggle][vc_toggle title=”Are you independent?” style=”round_outline” color=”grey” el_id=”1444825640742-c7480fea-a24b”]We are not tied to any one investment provider so have access to the whole of the market.
We take time to understand what your investment goals are, when you need to achieve them and plan accordingly.[/vc_toggle][vc_toggle title=”How would I go about planning for my retirement?” style=”round_outline” color=”grey” el_id=”1444825639564-c954570e-f88c”]At Prosperity IFA , we will talk you through all the options available and advise you on the best route to take based on important factors such as when you want to retire and your expected level of income.[/vc_toggle][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1444839048876{margin-bottom: 55px !important;}”][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1444841143839{padding-top: 10px !important;}”]
Why Choose Us?
[/vc_column_text][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1444955115668{margin-bottom: 45px !important;padding-right: 10% !important;padding-left: 10% !important;}”][vc_column width=”1/3″ css=”.vc_custom_1444954950021{margin-bottom: 35px !important;}”][vc_raw_html]JTNDZGl2JTIwY2xhc3MlM0QlMjJhbmltYXRlJTIyJTIwZGF0YS1hbmltYXRlJTNEJTIyZmFkZUluVXAlMjIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjBmb250LXNpemUlM0ElMjA2MnB4JTNCJTIwY29sb3IlM0ElMjAlMjNlZTAwODklM0IlMjIlM0UlM0NpJTIwY2xhc3MlM0QlMjJpb24taW9zLWNoZWNrbWFyay1vdXRsaW5lJTIyJTNFJTNDJTJGaSUzRSUzQyUyRmRpdiUzRQ==[/vc_raw_html][vc_separator color=”#e2e2e2″ type=”small” position=”center” thickness=”1″ up=”” down=””][vc_custom_heading text=”Experienced” font_container=”tag:p|font_size:28|text_align:center|color:%23000000|line_height:38px” use_theme_fonts=”yes” css=”.vc_custom_1444839101576{padding-top: 25px !important;}”][vc_column_text css=”.vc_custom_1444905560632{padding-top: 10px !important;}”]
We have over 20 years experience providing expert financial advice.
[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1444954957876{margin-bottom: 35px !important;}”][vc_raw_html]JTNDZGl2JTIwY2xhc3MlM0QlMjJhbmltYXRlJTIyJTIwZGF0YS1hbmltYXRlJTNEJTIyZmFkZUluVXAlMjIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjBmb250LXNpemUlM0ElMjA2MnB4JTNCJTIwY29sb3IlM0ElMjAlMjNlZTAwODklM0IlMjIlM0UlM0NpJTIwY2xhc3MlM0QlMjJpb24taW9zLXB1bHNlJTIyJTNFJTNDJTJGaSUzRSUzQyUyRmRpdiUzRQ==[/vc_raw_html][vc_separator color=”#e2e2e2″ type=”small” position=”center” thickness=”1″ up=”” down=””][vc_custom_heading text=”Vibrant” font_container=”tag:p|font_size:28|text_align:center|color:%23000000|line_height:38px” use_theme_fonts=”yes” css=”.vc_custom_1444905354981{padding-top: 25px !important;}”][vc_column_text css=”.vc_custom_1444905552504{padding-top: 10px !important;}”]
A young, enthusiastic team of advisers are always here to help.
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Our financial specialists ensure you get the optimum results.
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Simon Munday
Founder
Independent Financial Advisor
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Elian Lawrence
Independent Financial Advisor
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Andrew Brady
Director
Independent Financial Advisor
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Ryan Allen
Independent Financial Adviser
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Mark Grunwell
&nbps;
Chartered Financial Planner
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Sophie Cheek
Administrator
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Request a Call Back
[/vc_column_text][vc_separator color=”#6bc3f0″ type=”small” position=”center” thickness=”1″ up=”” down=”” css=”.vc_custom_1444924071016{margin-top: 15px !important;}”][vc_column_text css=”.vc_custom_1474377106875{padding-top: 35px !important;}”]Would you like to speak to one of our financial advisers? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: talk to us about how our Corporate Broker service can help your company. If you would like us to call you, submit your details and we’ll be in touch shortly, or you can call us on 01892 300303 between 07:30 and 19:00 Monday to Friday — we look forward to hearing from you.
Note: Your details are kept strictly confidential as per our Privacy Policy.
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Our Partners
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