Trying to navigate financial decisions can be daunting and confusing.
My objective when I first speak to my future clients is to try and put their mind at ease and most importanly help them understand the world of pensions and investments.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 10th August 2020
Meet our advisers
Independent Financial Planner
Qualifications & Accreditations
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.
I am a home based Independent Financial Planner based in South Gloucestershire covering the M5 and M4 Corridor.
Prosperity Wealth Ltd is based in the West Midlands and has nearly 70 advisers and advises over £1 billion of client's monies.
I come with nearly 20 years experience working in financial services and wealth management.
I am fully qualified and competent in all aspects of financial and estate planning.
My day to day expertise is in helping my client's maxmise their plans for retirement in particular providing solutions that meet their needs and objectives.
Where to find us
Head office address: Strode Gardens, South Gloucestershire, BS35 3PL
Minimum wealth (income/assets)
Minimum pension value
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Online (Live chat, video, email)
Face to face