Prosperity Wealth has been named as a finalist in the West Midlands Insurance Institute’s award for Financial Planning Company of the year.
The judging panels, made up of professionals from across the insurance and financial services sectors looked at; the range of advice provided, demonstrable good customer service, company growth, creativity and innovation.
Examples of excellent business practices which benefit our clients were acknowledged to be amongst the best in the area.
The West Midlands Local Institute Insurance Awards covers the Local Institutes of Birmingham, Coventry, Stoke-on-Trent, Stratford-upon-Avon, Shropshire and Mid Wales.
We are now hopeful of beating the other three firms in the running for the title!