Birmingham Financial Advisers

Birmingham

Financial Advisors Birmingham

Are you looking for Birmingham financial advisors? If so, Prosperity Wealth can help you.

Based on the outskirts of Birmingham, we have been helping people with financial advice for many years.

Your wealth and financial health are important to us. We would like you to lean on our expertise -- whether you’re building or struggling financially.

Let us help

Financial Advice in Birmingham

Prosperity Wealth provides independent financial advice in Birmingham and the surrounding areas.

Whether you live in Birmingham and need help personally with money matters or you own a business in Birmingham that requires financial guidance, it can be challenging to understand your financial choices.

At Prosperity Wealth, we listen carefully first and then provide sound financial advice that is easy to understand -- so you can decide with confidence.

What is a Birmingham Financial Advisor?

A financial advisor is a qualified and experienced professional that advises people on both personal and business money matters.

Financial advisors can work on their own or as part of a company, and some specialise in an area of financial advice.

Our financial advisors have their own specialisms and are all part of Prosperity Wealth, which means that together, we can provide you with a 360-degree financial advice service.

Do I Need Financial Advice?

Yes, it’s healthy to seek financial advice.

Why? Because money is part of all our lives, and by taking financial advice, you can plan for your future or get support with any financial concerns you might have.

Types of Financial Advice in Birmingham from Prosperity Wealth

You’ll find that your local, Birmingham financial adviser can provide you with wealth management, mortgage advice, wide-ranging commercial guidance, and even enrich your employee benefits scheme.

Personal Financial Advice in Birmingham

Our wealth offering includes retirement, investments, inheritance tax, later life, protection, and cashflow planning.

Prosperity Wealth can also help you to buy or remortgage your Birmingham property or release equity should you need it.

Business Financial Advice in Birmingham

When it comes to your business, Prosperity Wealth can help with shareholder protection, commercial mortgages loans and overdrafts, asset finance, invoice finance, bridging finance, trade finance, peer-to-peer finance, and grant funding.

In addition to all of the above, Prosperity Wealth can help you with employee benefits, so you can attract and retain the best talent to grow your business. We can help you with workplace pensions, salary exchange, pension scheme governance, risk benefits, voluntary and flexible benefits, and talk to you about the Prosperity benefit business plan.

Benefits of Independent Financial Planning in Birmingham

If you’ve decided to talk to a financial adviser, then you’ll reap the many benefits of using financial planning in Birmingham.

Local -- Prosperity Wealth is onhand if you need us; we also know Birmingham (challenges and opportunities).
Experts -- It’s for us to keep up with the latest rules, regulations, and opportunities -- so you don’t have to.
Time -- Your time will be spent on you and your business -- leave the financial planning to us.
Confidence -- You’re choosing an FCA-regulated adviser who will explain your options clearly.
Stress relief -- You’ll have a team of experts on your side -- you won’t be on your own with your financial challenges.
Neutral view -- Unlike dealing with a lender directly, you’ll receive impartial advice on all available options.
Taxation -- From saving to relief, your tax won’t be taxing with planning.
Planning -- Your future financial goals and ‘what ifs’ can be planned ahead of time.

Independent Financial Advisor In Birmingham

When you choose Prosperity Wealth as your independent financial adviser in Birmingham, you benefit from experience gained from working with over 5000 clients with £1bn of funds under management.

We now have 80 financial advisers that have a phenomenal combined experience of working with people who live and work in Birmingham.

Trust is built on relationships, and we don’t expect you to discuss your financial matters without knowing us first.

We understand that in a world where remote teams and call centres have become the norm, it’s refreshing to know your adviser’s name, face, and even the football team they support.

Our reputation and success in Birmingham are important to us, and we’re happy to have built trust with many people and businesses in the area.

From being able to drop in for a chat (if it’s safe to do so) to spotting local opportunities for you, we believe that local connections are far stronger and successful in the long term.

Prosperity Wealth Limited is authorised and regulated by the Financial Conduct Authority (FCA), so you have the peace of mind that you can trust that advice we provide follows guidelines developed to protect you.