Prosperity Independent Financial Advisors & Stockbrokers Limited

Submit Feedback

Membership number: 21508

Member since: 2016

Contact

Bramble House, Furzehall Farm, 112 Wickham Road, Fareham, Hampshire, PO16 7JH
Locations Covered
Nationwide. Head Office in Fareham, with regional offices in Devon, Surrey and Scotland.
Prosperity Independent Financial Advisors & Stockbrokers Limited Feedback Scores

Company Profile

Prosperity is a national financial planning business. We specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees.
As a client-facing service business, nothing is more important to us than ensuring you are at the core of everything we do. This commitment means offering advice and managing your portfolio in a way that is reflective of your personal circumstances. This means having access to good quality independent financial planning advice at a time when it is needed and regular reviews of your ongoing situation to ensure that your plans remain on track. 

We do this by:

  • Providing an ongoing professional relationship with a Prosperity advisor
  • Providing you with access to you portfolio online, with the added benefit of meetings with your advisor to review your progress and cut through any jargon
  • Available on the phone or in person to help you make more informed decisions and choices about your portfolio, with clear and easy to understand literature and correspondence
  • Ensuring that we maintain a robust and effective investment process
  • Treating you fairly by listening to your feedback and making sure that have a positive experience with Prosperity
  • We can also offer stockbroking services as well as offering many other bespoke solutions from our in-house specialists such as defined benefit pension transfers and workplace pension auto enrollment.

Opening Hours

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: Closed
Sunday: Closed
Bank Holiday: Closed

Personnel

  • Person Name
    Julie Morris Client Relationship Administrator
  • Person Name
    Mark Newman Managing Director
  • Person Name
    Jasper de Zoeten Commercial Director
  • Person Name
    Jonathan Buller Independent Financial Advisor
  • Person Name
    Ken Bannister Independent Financial Advisor
  • Person Name
    Neil Jacobs Independent Financial Advisor
  • Person Name
    Steven Taylor Independent Financial Advisor
  • Person Name
    Mary Hemingway Independent Financial Advisor
  • Person Name
    Gary Noot Independent Financial Advisor
  • Person Name
    Paul Allan Independent Financial Advisor
  

Qualified to Undertake

  • Business Brokers
  • Business Financial Planning
  • Business Insurance
  • Financial Services
  • Income Protection
  • Independent Financial Advisers
  • Insurance Brokers
  • Insurers
  • Investment
  • Investment Managers
  • Life Insurance
  • Long Term Care Planning
  • Pension Advisors
  • Personal Financial Planning
  • Professional Indemnity Insurance
  • Protection Insurance
  • Retirement Planning
  • Stock Brokers
  • Tax Planning
  • Trust and Charities
  • Wealth Management

Accreditations

  • FCA - Financial Conduct Authority 507580
  • Institute of Financial Services

Mark Newman was awarded the IFS Level 4 Diploma for Financial Advisers

Jasper De Zoeten was awarded the IFS Level 4 Diploma for Financial Advisers 

Jasper De Zoeten was awarded 14 credits at Level 4 and passed the 'Securities' unit from the Chartered Institute for Securities and Investment

Company Information

Limited Company: Registered as Prosperity Independent Financial Advisors & Stockbrokers Limited.
No. 6992522
VAT Registered: No
Public Liability Insurance: Verified by Checkaprofessional Insured by: Royal & Sun Alliance Coverage Amount (£): 5,000,000
Professional Indemnity: Awaiting Renewal On Request

References

6 received by Checkaprofessional

These references were checked by Checkaprofessional when Prosperity Independent Financial Advisors & Stockbrokers Limited joined in August 2016.

Feedback Reports

Total recommendations:
9 reports, average score 9.9
Last six months: 4 reports
  1. Portfolio Review

    Very polite and understanding.
    Client in Eastleigh, 27 March 2017
    Overall Score 10
  2. Yearly review

    Mark discussed how things were progressing.
    Client in Southampton, 22 March 2017
    @ Verified By Email
    Overall Score 10
  3. Financial Advice

    Very professional and helpful in all aspects.
    Client in Lyndhurst, 10 March 2017
    Overall Score 10
  4. Financial Planning

    I would recommend this company.
    Client in Alton, 12 January 2017
    Overall Score 9.6
  5. Review (twice yearly).

    I would recommend this company.
    Client in Southampton, 3 November 2016
    Overall Score 10
  6. Financial services

    I would recommend this company.
    Client in Southampton, 24 October 2016
    Overall Score 10
  7. Financial Advisor, review of portfolio

    Financial advice and investment and maintain portfolio.
    Client in Southampton, 21 October 2016
    @ Verified By Email
    Overall Score 10
  8. Advice on investment and money

    On the whole it has been a good service.
    Client in Southampton, 20 October 2016
    Overall Score 9.8
  9. Semi-Annual Financial Review

    Excellent Professional Service.
    Client in Southampton, 17 October 2016
    @ Verified By Email
    Overall Score 10

Important Note:

Whilst every effort is made to ensure the accuracy of the information appearing on this page, the data has been compiled from information supplied by various individuals and businesses and Checkaprofessional cannot be held responsible for any omissions or inaccurate claims that may appear and recommend that clients ask to see relevant qualifications and documentation from the professionals before accepting their service.

Checkaprofessional cannot be held responsible or liable for the quality of service of any of the listed professionals and services.