We have excellent customer service… We have excellent customer service always. Simon Kirkpatrick has been our adviser for some years now and the fact he is so approachable, can 'translate' investment/pensions language, into a language we can understand and help make informed decisions about, is hugely valued. The fact we can have a home visit, especially for my elderly Mum is also something rather special, it has meant that she too feels more independent. Such a business model like this is something other businesses need to emulate as it works, at all levels.

1st class service 1st class service, I highly recommend Simon and the team.

Prosperity IFA are a really easy to work with. Prosperity IFA are a really easy company to deal with unfortunately some companies they work with let them down, however they are always on the ball and make things happen. I am more than happy with their service.

I wouldn't hesitate to recommend… I wouldn't hesitate to recommend Prosperity IFA and in particular Simon Munday. He worked tirelessly to complete what were two very challenging remortgage applications for me. I was constantly update on the applications progress, he answered all questions and was on hand to take calls and reply to emails regardless of the time of day. His industry knowledge was exceptional and without question he helped me save money from products, that on the face of it, looked more suitable/appealing. #insimonwetrust

Equity Release : Equity Release : Having worked at a senior level in Aviation for 40 years, i was keen to find an advisor and a company that i felt i could trust, and most of all would deliver my requirements with integrity, efficiency and honesty. His, and his teams analysis was broad reaching and he gave me options with outline benefits, and possible drawbacks, to enable me to make an informed decision. He was then more than happy and very honest about a decision we jointly arrived at. In summary, very personable, professional available anytime, even outside of hours and a pleasure to work with. Highly recommended in my view.