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  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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 6th April 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
Head office address: 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)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 6th April 2020

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