Prosperity Wealth is a well-established, award-winning firm that provides leading independent financial advice throughout the country and has been doing so for almost two decades.
The firm currently employs over 60 advisers. The focus for its adviser team is to create and review clear financial plans, with the help of cash flow modelling to help their clients meet their goals and objectives. To provide clients with a top-class service, Prosperity Wealth has streamlined processes and systems with 20+ support staff to ensure clients receive a service that is second to none.
Prosperity Wealth is very proud of its record of developing its admin, paraplanning team, and helping them become IFAs. To help build on this success, it has this year created the ‘adviser academy’, which many of the team have attended and will help them in the future become the next generation of Prosperity Wealth advisers.
The firm has been involved in many charitable causes, including giving donations to the Black Country food bank and its work with Birmingham Children’s Hospital.