My Prosperity Experience

By Nick Adamthwaite

Father’s Day 2021

With it being Fathers’ Day on Sunday, we thought we’d take the opportunity to share Adviser Nick Adamthwaite’s My Prosperity Experience, where he discusses his time here at Prosperity since joining the same firm as his Dad back in 2017. 

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"My time here at Prosperity has been great, and I felt part of the family right from the word “Go!”… which, if I’m being honest, I needed.

Joining Prosperity as an Adviser was huge for me, not only because it was my first role as an Adviser, but because it was my first role following the trauma of losing my Mum to cancer the summer before (2016). Prior to this, I was working as a Paraplanner while going through my exams at a little firm down in Bristol. 

For reasons I’m still unsure about, my old boss was opposed to giving me the necessary leave I needed to deal with this. While my older brothers were being treated with the levels of compassion and empathy you’d expect a young man to be given in that situation, it was suggested that our team was too small to lose me and that I could take a few days annual leave but would need to be back on Monday and we could re-assess things then. Long story short, I went back in on Monday and told him that I was leaving with immediate effect and wasn’t working my notice period either as I was going to be with my Mum for the last few weeks of her life. 

My mind still boggles to this day about how someone can have so little compassion for a 23-year-old employee who had been telling him for weeks that he need to take an extended period off to go and deal with his Mum dying. She was literally on her deathbed and he still held his need to review clients in higher regard. 

Looking back, it shouldn’t have surprised me though… just six months earlier, I’d asked to take a week off to go and spend it with my Mum while she was in hospital having part of her intestine removed - and all five days were taken off my annual leave allowance. What a holiday that was!

Anyway, it all came to the boil around the middle of June - the day after my brother touched down at Heathrow from New York. He was given three months off by his employer, which I reckon was probably a more appropriate way of handling things than my own boss at the time. The fact he was over here, ready for the last leg of Mum’s gruelling two year battle against cancer, it was this point when it occurred to me that there really was no way back. 

Once that dawned on me, it was like a lightbulb suddenly switched on in my brain. “Nick - this excuse of a boss doesn’t actually mean anything to you in the grand scheme of things. Tell him where to go and deal with your career in a few months, you’ve got something else quite big to deal with and it’s coming faster than you know it”.

So that was it, I went and told him where to go. His reaction told me how much of a deep-rooted issue this guy had. Anger, aggression, threats. All in the boardroom I’d spent my time revising for the four of six exams I’d passed en route to qualifying up to that point. 

The scene is quite a funny one looking back… well, I laugh about it anyway… just due to how utterly ridiculous it seems now. There we both were in the boardroom. Me; cool, calm, and what I like to think was collected (when in reality I was probably shaking like a leaf), with the sole intention of ending my time there as quickly and as efficiently as possible. The sooner I was out of that office, the sooner in was in the car driving over to my Mum. Him on the opposite side of the table; seething, unable to fathom that he has zero control over this situation.

Enough, I’ve already wasted enough time talking about him. It was necessary to set the scene, though… and those that know me will know that I will never go into a story without providing adequate context. 

That was the end of the first chapter of my career though, and it wasn’t until the beginning of 2017 that I decided to turn my focus back to it. Being seventy five percent of the way through my training, I decided to finish off my qualifications independently and by April, I was fully-qualified and looking for options. 

I’d spoken to a few national firms about a number of employed roles of varying levels of experience. Some told me I wasn’t experienced enough, some wanted me to relocate, and one national firm in particular offered me a role that I decided to turn down on the back of their less-than-stellar ethical record. Well, this is a bit of a lie actually… I turned it down because I was fortunate enough to have been offered a role at Prosperity the day before. And boy was it was the perfect role for me. 

Let’s be real here; there’s no denying that I was offered an interview for this role on the back of my Dad working for Prosperity. When I had that first conversation with Mark Evans though, I knew it was as I say, the perfect role for me. The context I’ve given you beforehand should help you understand a little what my mindset was here. I was broken. I was grieving still. I’d not only lost my Mum, but I’d lost my mentor, my guide, my best friend. I literally spoke to her every morning on the walk to work. 

Mark didn’t see my interview with him purely as a way to establish how I can help Prosperity. He saw it as also as a chance to establish how Prosperity can help me. I had a few parameters that needed to be met, which, with just a few years experience in the industry, was a big ask. I didn’t want to relocate for instance, nor did I want to be in a role where I couldn’t work from home due to the fact I’d inherited our dog Freddie from Mum. Similarly, I needed to be out there in the field, experiencing client meetings and learning from how Advisers interact with clients in real life. There’s some stuff that your exams and CPD and seminars can’t teach you, and Mark understood that. Not only was he understanding, but he took me under his wing and made me feel welcomed and part of the family right from the beginning.

Same with Matt Bell, Matt Williams and Paul Evans, too. They all helped me out and knew that it was going to take a while to get me to where I wanted to be, but they saw the human side of me and they knew that this was more than just hiring someone random to fill a position. 

So, as time went by and I gradually began to build up my client base down in the South West, my confidence was slowly getting rebuilt and I decided to put forward some of my own ideas about how we could improve the company. To my delight, these ideas were well-received and I was given the responsibility of handling the marketing and social media side of things. (Special mention to Onkar Singh who has been my right-hand man with all things marketing since then). As well as this, things such as my inclusion on our Business Improvement Team, seeing my ideas about new technologies we could introduce actually being implemented, along with an invitation to join our dedicated Professional Darts Players team - these things have made me feel like I’m part of the business, rather than just an Adviser who is servicing clients under the brand name Prosperity. 

Still to this day, I get so much fulfilment from these other aspects of my role here at Prosperity. My ideas are heard. When I do particularly well, it’s recognised. And when I’m struggling, I’m supported. It’s been a rollercoaster of a ride over the past five years since losing my Mum, but without Prosperity acting as my rock, I think it would have been a hell of a lot bumpier.

Honourable mentions needed for Wayne Coombs, Trevor Willday, Claire Bywater and Jan Hart, too. Oh, and one for Dave Adamthwaite for getting me the job in the first place too, I guess."

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Thanks for reading everyone,

Nick.

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