We have a first class track record in working closely with our customers to keep them happy by offering the very best financial advice.
Here’s what some of them had to say about our award-winning work.
“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
“Let Us Play is a children’s charity that provides craft, sport and play activities to children with special needs and disabilities.
Prosperity Wealth worked alongside our small local charity to ensure that we abide by the new pension regulations.
Our adviser came to our offices and explained our new pension requirements to us thoroughly and transparently and provided our workplace pension for us.
The fee was waivered as a charitable donation. We could not be more happy with the advice and support we have received. Thank you.”
Let Us Play, Wolverhampton
“Every process is always explained precisely to me in full. Costs and services and always very clearly explained.”
Mr G, Walsall
“You know exactly where you stand with my adviser, he is a very good chap. The risk process was very well explained. I understood there is an element of risk with any investment but I wanted to take a ‘safer risk’. All terms are always very clear and explained in layman’s terms for me to understand.”
Mr M, Solihull
“I agree with the initial assessment and advice carried out. I wanted to thank you for the service and also the fact that it is done free of charge, which is quite amazing in this day and age.
I will certainly keep you in mind for any financial advice requirements going forward, in both my personal and professional activities.”
Mr O, Stourbridge
“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 advice.”
Mr L, Lye