This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South East
  6. breadcrumbs-arrow
  7. East Sussex
  8. breadcrumbs-arrow
  9. Rotherfield
  10. breadcrumbs-arrow
  11. Prosperity IFA

Prosperity IFA

Independent Financial Adviser  Tubwell Farm, Rotherfield, East sussex, TN6 3RQ
First meeting at adviser's own cost
We offer truly independent financial advice for the new, experienced and even corporate client.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 15th January 2020
Meet our advisers
Simon Munday DipPFS, Cert CII(MP), AIPW
Owner, Financial Advisor

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Andrew Brady DipFA
Financial Advisor

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

What our clients say
Friendly, helpful, professional and courteous. I would recommend this company. <url hidden>?id=490528
Barry Saunders, Little London, Heathfield
Simon advised myself and my business partner on which cover to take out to safeguard our business, families and each other in the event of illness or death. As co-directors, we rely heavily on one another to run the business, so the insurances and policies Simon advised us on were subsequently taken out after a thorough chat and we left with peace of mind that if the worst should happen to either of us, our families and share of the business would be in safe hands. <url hidden>
Dale Gammidge, Hereford
Simon is reliable, friendly and easy to talk to. He visits my home which is very helpful to me. His investment advice has given very satisfactory results. If I raise any queries, he deals with them promptly. What could your adviser do better? I have no reason to ask for improvement. <url hidden>
Ruth Leamon, Heathfield
About us

Prosperity IFA is an independent firm offering bespoke investment advice for all your future needs. We believe that everybody is an individual and has their own unique goals that they would like to achieve. We offer a comprehensive service on a variety of solutions including stock broking, pensions, ISAs, long term care and IHT planning. We work on a fee or commission basis, costs will be discussed with you at your first meeting which is free of charge.

Our services

We offer a truly independent advice service based on your individual needs. We have no ties with any providers and do not work from a panel, this enables us to offer you the best solution available to you and one that is in your best interests not somebody else's.

Where to find us

Tubwell Farm, Tubwell Lane, Crowborough, East Sussex, TN6 3RQ

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 15th January 2020

Similar advisers near you

Dunn Financial Management Ltd
Independent Financial Adviser 1.19 mi
Our aim is to be big enough to matter yet still small enough to care for each and every client
 
See profile
Mark Grunwell Chartered Financial Planner Prosperity IFA
Independent Financial Adviser 1.37 mi
Professional and Personal Independent Holistic Financial Advice from an Experienced Chartered Financial Planner qualified to the Highest Standard.
 
See profile
Aspect8
Independent Financial Adviser 4.08 mi
We are totally client focused, our mission statement being simply.... 'No compromise'
 
See profile
The Private Office
Independent Financial Adviser 5.14 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.