Andrew Rumbles - Prospera Wealth Management LLP
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Prospera Wealth Management LLP, Senior Partner Practice of St. James's Place Wealth Management LLP.
I am listed in the 2019, 2020 & 2021 Guide to the UK's Top Rated Financial Advisers.
Working with professionals, self employed and business owners, I provide tailored financial solutions.
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1 customer review
Daniel DK
What were the circumstances that caused you to look for a financial adviser?
I did not have a financial adviser and I needed my finances reviewed across various areas and Andrew was recommended to me.
How did Andrew Rumbles help you?
He arranged consolidation of pensions, set up a new pension so I can plan for retirement. In addition he arranged a new mortgage and income protection for me.
Have you seen the outcome you were hoping for?
I feel like my financial affairs are being taken care of by an expert and my pension is performing well. I feel much more secure with my finances.
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What do you love most about your job?
Helping people achieve their financial goals sooner than they though was possible.
What inspired you to start your own business?
After working for large global financial advisers for many years, I wanted to apply this knowledge to my own business and build strong and long standing relationships with my clients. Providing my the ability to remain flexible and adaptable as circumstances change.
Why should our clients choose you?
I am listed as a top rated adviser 2019, 2020 & 2021 on VouchedFor, my excellent client reviews are testament to this.
Can you provide your services online or remotely? If so, please add details.
I provide services online, remote and face to face as required.
What changes have you made to keep your customers safe from Covid-19?
face to face meetings are held in Covid secure environment at various London offices or online.
Mortgage Advice
Mortgage advice, first time buyers, employed, self employed and complicated mortgages. Including Buy To let and those looking to remortgage.
I take the time to get to know you and your requirements, before helping you effectively manage your finances.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
Financial Planning
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of business financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Retirement Planning
Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.
Investment Planning
Our investment planning services are designed to help grow wealth and protect against inflation
Protection Planning
When it comes to protecting your assets, it's important that you get all the help, advice and support you need.
