I have been in the Financial Services Industry for 12 years, working up from an administrator to paraplanner and progressing to advising, having completed my Diploma in 2012. I have continued to complete annual exams since, now holding the Advanced Pension Qualification (both AF3 and AF7) and more recently the Award in Long Term Care. I am working towards Chartered status. My area of expertise is pensions but I provide advice in all areas with enjoyment. I thoroughly enjoy my role, meeting new people and forming long term relationships, and having the ability to help people better understand their finances
At Prosperity Wealth, we can help guide you towards a brighter financial future. Whether you’re investing for growth, thinking about retirement or setting up a home we are here to help you on your journey.
Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money.
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