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. Personal service lies at the heart of the Prosperity IFA approach. Our advisers have been helping clients navigate complex… Read more…

Why Choose us?

Experienced

Our advisors, between them have over 20 years financial services experience.

Vibrant

A young, enthusiastic team of advisers are always here to help.

Professional

Our financial specialists ensure you get the optimum results.

Investments

Investing for your future and that of your dependants is not something to take lightly and at Prosperity IFA we have a vast amount of expertise in this area.

We take time to understand what your investment goals are, when you need to achieve them and plan accordingly.

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Pensions

Whatever your stage of life, it is important to plan for your future. Pensions can be a great way to save, but with so many choices on the market it can be difficult deciding which one is the best for you.

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.

Life Insurance

There are many different types of insurance policy designed to cover many different situations and outcomes.  From straight forward life insurance through to income protection and unemployment cover.

By going through a fact find, as we do with all aspects of your financial plan, we are able to make a recommendation to you based on your needs and objectives.

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Get your cover here

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Tax Planning

At Prosperity IFA, as part of your long term Financial Planning we will review your current situation then devise and incorporate a tax strategy. The main objective is to reduce the tax that you pay, and make sure your savings and investments are managed in a way that minimises the tax that will be due in the future – whether that be income tax, capital gains tax or inheritance tax.

Equity Release

If you are heading towards retirement and are looking for a way to free up some additional funds, whether it is to pay off your existing mortgage before it comes to the end of it’s term, to top up a potential pension shortfall or if you are looking to help younger family members to get on the property ladder, a life time mortgage could be the perfect solution.

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Mortgages

At Prosperity IFA, as all our advisors are completely independent, we have access to the whole of market and will find the best deal for your particular circumstances.

Whether it is a mortgage, re-mortgage, buy to let or equity release, we will search the market and find a mortgage at a competitive rate to meet your requirements.

Our Team

Prosperity IFA Crowborough, Tunbridge Wells

Simon Munday

Founder and Senior Financial Planner

Prosperity IFA Crowborough, Tunbridge Wells

Andrew Brady

Senior Financial Planner

Ryan Allan

Mark Grunwell

Chartered Financial Planner

Ryan Allan

Matthew Ketley

Independent Financial Planner

Rob Field

Rob Field

Mortgage Advisor

Sophie cHEEK

Sophie Cheek

Office Manager

Ashley

Ashley Townsend

Independent Financial Advisor

PIC

Simon Kirkpatrick

Independent Financial Advisor

Request a Call Back

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.

Request a Call Back

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.

Request a document to sign.