Prosperity Wealth

Independent Financial Adviser  Strode Gardens, Alveston, Gloucestershire, BS35 3PL
First meeting at adviser's own cost
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
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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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Traded endowment policies
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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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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Gavin Welsh
Independent Financial Planner

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

About us

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.

Our services

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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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