Frequently Asked Question’s

How do I get in touch?

Hit the blue ‘Let us help’ button in the website header or footer, fill in the details and one of our team will be in touch to arrange a meeting at a time to suit you.

Is Prosperity Wealth Limited regulated?

Yes, Prosperity Wealth Limited is regulated by the Financial Conduct Authority.

What products can you advise me on?

Our advisers can offer you advice on products across the entire market, not just those tied to any specific provider.

Which adviser will I see?

Once we have a clear understanding of what you’re looking for, we’ll match you to the most appropriate adviser based on your specific needs and the expertise of the adviser.

What information do I need?

During our initial discovery meeting, we’ll be looking to get an idea of your current financial position including your assets and liabilities. Put simply, we’ll paint a picture based on what you owe and what you own. This can be anything from mortgages, debts or loans you may have, to any assets including property, savings, shares, investments and vehicles. We can also look at your insurances, pensions and policies to ensure we have covered every aspect of your financial situation.

It’s also advisable to think about your goals, whether that’s to retire early, invest for the future, or ensure there are policies in place to look after your loved ones in the future.

How much does it cost to use an Independent Financial Adviser?

At Prosperity Wealth, we provide an initial meeting at our cost. This initial discovery meeting is an opportunity for us to get to know you and your goals, and for you to discover what we offer and how we can help you achieve your financial aims.

What can an Independent Financial Adviser do for me?

Our IFA’s can provide advice both for individuals and businesses on areas including investments, savings, pensions, mortgages, insurance, employee benefits, insurance and tax and estates planning.

What is an Independent Financial Adviser?

An IFA is a professional who is qualified to offer financial advice and recommend financial products from the whole of the market. That means that they are not restricted to recommending products tied to any particular provider and can give advice based solely on client needs.

We are ready to help

Want to find out more? Enter your details and our team will be in touch to see how we can help you on your financial journey. If we’re a good match, we’ll be happy to arrange an initial meeting, at our cost.