Professional and friendly The annual review is always personal, professional and friendly. My adviser came to my house to help me with organising all financial details when my husband died. My annual review this year is due on 21 March - in a few days’ time.

Prosperity IFS = Poor Performer Over 2 years the management of my pension fund was only succesful in generating fees for my FA and Parmenon during which time there was an annual increase in equities of approximately 15%

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.

Such great service in mortgage application Applied for mortgage,whole process of house hunting etc took over a year,but Simon and Sophie were so helpful and understanding. Nothing was too much trouble. So grateful for their help in finally managing to purchase our new home. Highly recommend. Thank you!

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