We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Group pensions
- Group protection
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Long Term Care
Meet our advisers
Andrew Brady DipFA
Financial Advisor
Qualifications & Accreditations
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CF6 - Certificate in Mortgage Advice (CII)
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.
Diploma in Professional Financial Advice (SQA)
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
DipFA - Diploma for Financial Advisers (LIBF)
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
Simon Munday DipPFS, Cert CII(MP), AIPW
Owner, Financial Advisor
Qualifications & Accreditations
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CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CF6 - Certificate in Mortgage Advice (CII)
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.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
What our clients say
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.
Ruth Leamon, 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.
Dale Gammidge, Hereford
Friendly, helpful, professional and courteous. I would recommend this company.
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Barry Saunders, Little London, Heathfield
Where to find us
Tubwell Farm, Tubwell Lane, Crowborough, East Sussex, TN6 3RQ
Make an enquiry
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.
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.
Prosperity IFA is authorised and regulated by the Financial Conduct Authority. The value of your investments may go down as well as up and past performance is no guarantee of future returns.
