Prosperity Wealth Ltd

Independent Financial Adviser Prosperity Wealth, Second Floor, Quay House, Waterfront Way, Brierley Hill, West Midlands, DY5 1XD
First meeting at adviser's own cost
Response rating
9.4/10
FCA verified
15th October 2018
We provide impartial financial planning advice. We specialise in, pensions, retirement, protection, investments, mortgages. Call
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Estate planning
    • Taxation planning
Meet our advisers
Paul Evans
Director Independent Financial Adviser
Richard Marks
Director Independent Financial Adviser
adviser-person
Garry Osborne
Independent Financial Adviser
Matthew Bell AIFP, IMC, Dip PFS
Director Independent Financial Adviser
adviser-person
Chloe Worrod
Independent Financial Adviser
Rachel Jefferson BA Hons APFS
Chartered Independent Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Andrew Bayliss
Independent Financial Adviser
adviser-person
Denise Meynell
Independent Financial Adviser
Roger Nickless
Independent Financial Adviser
adviser-person
James Pinches
Independent Financial Adviser
Wayne Coombs
Independent Financial Adviser
adviser-person
Simon Caplin
Independent Financial Adviser
Trevor Willday Dip PFS
Independent Financial Adviser
Warren Bennett
Independent Financial Adviser
adviser-person
Nick Adamthwaite
Independent Financial Adviser
adviser-person
Stewart Bicknell
Independent Financial Adviser
Richard Oliver DipFP
Independent Financial Adviser
Nick Cronin
Independent Financial Adviser
adviser-person
Chris Morgan
Independent Financial Adviser
Karim Wanas FPFS IMC
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Keith Batham
Independent Financial Adviser
Matt Williams DipFA CeMAP BA(Hons)
Director-Independent Financial Adviser
Mark Jacobs
Independent Financial Adviser
Stuart Watson
Independent Financial Adviser
Mark Evans
Independent Financial Adviser
Gary Millership DipFA CeMAP
Independent Financial Adviser
David Adamthwaite Dip PFS CeMap ACIB
Independent Financial Adviser
Gary Evans BSc Hons Cert CII (MP) Cert PFS
Independent Financial Adviser
David Farrance Dip PFS
Independent Financial Adviser
Barry Barnes
Independent Financial Adviser
Adrian Wakefield
Independent Financial Adviser
Alan Pickin
Independent Financial Adviser
Andrew Collett
Independent Financial Adviser
What our clients say
“I have for the last fifteen years, been fortunate to have the service of my adviser. I cannot fault the advice he has given me over all this time. “All that I require is taken note of- I am cautious about my finances. Despite having to work within these limits, he has continued to put them in a healthy state. Also, he has achieved this in ways which have resulted in much, much less paperwork for me- what a relief! “I would highly recommend my adviser and Prosperity to anyone requiring financial advice.”
Mr T, Kidderminster
Corporate Pension Legislation has undergone radical change in the last 2 years which has lead to significant change in the structure of adviser propositions in the market place. “Having worked with many Adviser Firms in the Central Region of the last 25 years, I can honestly say that Prosperity Wealth has maintained a differentiated proposition built around value, trust and long term customer relationships. “They are a firm who have always specialised in Workplace Pension provision and provide both the Employer and the Employees with huge value in terms of expertise, advice and business support. “I would have no hesitation in recommending them to any prospective employer.”
Mr H, West Midlands
We have worked with Prosperity Wealth for 3 years and can honestly say they are by far the most professional, helpful and friendly advisers we have ever used. Nothing is too much trouble, and everything is explained in a clear understandable way. We have no hesitation in highly recommending Prosperity to everyone in need of financial help.
Stuart Lester-Facilities and Maintenance Engineering Ltd, Stourbridge
Where to find us

Prosperity Wealth, Second Floor, Quay House, Waterfront Way, Brierley Hill, West Midlands, DY5 1XD

Contact us
About us

Prosperity Wealth was founded in 1995. The team includes advisers specialising in Workplace Pensions, Personal Pension, Retirement, Investments, Protection, Commercial Finance and Residential Mortgages.
Prosperity’s aim is to help our clients build and retain the wealth. We do this by working closely with our clients and, where appropriate, their accountants/advisers to seek the best way forward. We specialise in businesses, their owners and employees. We also have many clients with everyday occupations or who have retired, some even living abroad.
We are totally independent Financial Advisers for all our Financial Services products.

Our services

Why choose Prosperity Wealth?

Well respected and highly recommended for providing independent financial advice.
Completely independent...we source our products from the very best companies to help find the most appropriate products for your current circumstances.

Excellent service provided to each and every client.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Prosperity Wealth Limited is authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 533004

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