FOUNDER AND SENIOR FINANCIAL PLANNER

Simon Munday

Profile

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.

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Qualifications:

DipPFS – Diploma in Financial Services
Cert CII (SMP) Advanced Mortgage Advice Chartered Insurance Institute
Cert CII (ER) Certificate in Equity Release Chartered Insurance Institute
Certificate in Long Term Care Planning 

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