Prosperity Wealth Ltd

Independent Financial Adviser  Prosperity Wealth, Brierley hill, West midlands, DY5 1XD
First meeting at adviser's own cost
We provide impartial financial planning advice. We specialise in, pensions, retirement, protection, investments, mortgages. Call <phone number hidden>
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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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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Traded endowment policies
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Unit trusts
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Lump sum
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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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Estate planning
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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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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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
Wayne Coombs
Independent Financial Adviser
Alan Pickin
Independent Financial Adviser
Adrian Wakefield
Independent Financial Adviser
Barry Barnes
Independent Financial Adviser
David Farrance Dip PFS
Independent Financial Adviser

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

Gary Evans BSc Hons Cert CII (MP) Cert PFS
Independent Financial Adviser
David Adamthwaite Dip PFS CeMap ACIB
Independent Financial Adviser

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.

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

Gary Millership DipFA CeMAP
Independent Financial Adviser

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

Mark Evans
Independent Financial Adviser
Stuart Watson
Independent Financial Adviser
Mark Jacobs
Independent Financial Adviser
Matt Williams DipFA CeMAP BA(Hons)
Director-Independent Financial Adviser

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

Keith Batham
Independent Financial Adviser
Karim Wanas FPFS IMC
Independent Financial Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
Andrew Collett
Independent Financial Adviser
Warren Bennett
Independent Financial Adviser
Trevor Willday Dip PFS
Independent Financial Adviser

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

Roger Nickless
Independent Financial Adviser
Matthew Bell AIFP, IMC, Dip PFS
Director Independent Financial Adviser

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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.

Richard Marks
Director Independent Financial Adviser
Paul Evans
Director Independent Financial Adviser
Rachel Jefferson BA Hons APFS
Chartered Independent Financial Adviser

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

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 the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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 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 demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Accreditations
Chartered Financial Planner
Garry Osborne
Independent Financial Adviser
Denise Meynell
Independent Financial Adviser
Andrew Bayliss
Independent Financial Adviser
Stewart Bicknell
Independent Financial Adviser
Nick Adamthwaite
Independent Financial Adviser
Chloe Worrod
Independent Financial Adviser
Simon Caplin
Independent Financial Adviser
James Pinches
Independent Financial Adviser
Chris Morgan
Independent Financial Adviser
What our clients say
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
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
“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
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.

Where to find us
Head office address: Prosperity Wealth, Second Floor, Quay House, Waterfront Way, Brierley Hill, West Midlands, DY5 1XD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020

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