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.

Ashley’s experience of financial services to date has taught him that being able to make a difference through the conduit of Financial Planning is all about listening and truly understanding the client’s position. It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better. 

By combining the psychological aspect of money with education of personal finance, this has led to a number of significant breakthroughs with his clients. Ashley seeks to cultivate longstanding friendships with his clients, which are built upon trust and delivery of exemplary customer service.

Matthew joined Prosperity IFA in Spring 2021 and has over 20 years experience in the financial services industry working in Europe and Asia. He prides himself in being able to keep conversations with customers as simple as possible, even when dealing with difficult ideas. He loves listening to clients and understanding their unique financial journey, and thrives in helping them achieve their financial and personal goals through careful planning. In his spare time he enjoys spending running and playing football.

Simon joined Prosperity IFA in the spring of 2020 and the financial services industry advising clients 33 years before that. Initially as a tied agent he has been working in East Sussex and the surrounding area as an independent adviser for the past 14 years. 

Authorised to advise on investments, pensions, Inheritance Tax Planning and Life Insurance he prides himself in keeping everything as simple to understand for his clients as possible. Simon avoids using ‘jargon’ when he can and endeavours to build rapport and trust with his clients for the longer term, helping and advising them on their individual financial paths through life. 

Levi is a trusted and experienced Independent Financial Advisor dedicated to helping clients achieve their financial goals with confidence and clarity. He provides tailored solutions to meet each client’s unique needs. Known for breaking down complex financial concepts into simple, actionable steps, Levi ensures clients feel informed and empowered to make the best decisions for their future. With a proven track record of integrity and expertise, clients rely on him to guide them through key life decisions.

Linda joined Prosperity in January 2023 as Client Services Manager working with Ashley Townsend in the Hitchin Office. She has worked in the Financial Services industry for 30 years commencing with National Mutual working in the Sales Team and then head hunted to work for a local Financial Adviser.  She has gone on to work for various advisers since then gaining experience in all aspects of Financial Services.

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.