Prosperity Wealth Management
Bristol, South Gloucestershire
(759)
Bristol, South Gloucestershire
(759)
I am a Financial Planner at Prosperity Wealth.
We offer a full range of solutions to meet our clients needs from the whole of the market.
I can provide solutions in the following areas: -
Mortgage Advice
Protecting you and your family
Saving for the medium to long term
Tax Planning
759 customer reviews
Santorini sun worshipper
Good confident advisor dealt with us efficiently although he promised me a text with his direct contact details and I don't appear to have received those still.
Reviewed on TrustPilot
Martin Maame
Rating as per the approach and communication we had on the phone. It was very good. And the motivation to have the life insurance with Secure for Life. Plus the estimations proposed. It is good Merry Christmas. More...
Reviewed on TrustPilot
Nana Boadi
Simple and easy to understand
Reviewed on TrustPilot
John Ingram
Mark was really helpful and explained everything to me so I could make an informed decision. When going through the process there is obviously a script that has to be talked through but Mark made it clear and emphasised the really important parts. I would recommend Secure for Life to anyone. More...
Reviewed on TrustPilot
emma brooke
Very helpful and friendly service. He was determined to get me the best price available which he did after trying several companies. Very happy
Reviewed on TrustPilot
Mr Burks
I was quite pleased with the service I just need to amend the spelling of my name on the paperwork
Reviewed on TrustPilot
Timothy Courtney-baughan
Over 50 life insuranceRecent changes in my life have meant i needed to rethink a lot of things, one being life insurance. Secure for life were great and very helpful not pushy in any way, i would fully recommend them.
Reviewed on TrustPilot
sam
I found everyone very helpful, Mark explained everything in detail , very pleased with the service over all .
Reviewed on TrustPilot
Wendy Baillie
Excellent fast and efficient service, saved me considerable amount on monthly premium for additional cover.
Reviewed on TrustPilot
Mr S.Wishart
very straight forward procedure,operator was very welcoming and friendly
Reviewed on TrustPilot
Gillian Smith
Great customer service Very helpful
Reviewed on TrustPilot
Sam Salt
Fantastic help
Reviewed on TrustPilot
Tammy Lee White
Very professional and they was great
Reviewed on TrustPilot
stephen jillings
seem to be on the ball all question answered
Reviewed on TrustPilot
linda macdonald
Everything straightforward and staff are very friendly on phone. Never had any issues.
Reviewed on TrustPilot
Gordon Hannah
very helpful and doing the best for my policy
Reviewed on TrustPilot
Robert McAllister
A fabulous service and a great guy. Keep it up
Reviewed on TrustPilot
David Beadle
very helpful and friendly service
Reviewed on TrustPilot
John Kelly
Very helpful
Reviewed on TrustPilot
Karen Sands
Shaun Cullen made everything so easy and straight forward. Pleasant experience Thanks again
Reviewed on TrustPilot
Jackie Walsh
Very helpful and great to talk to.
Reviewed on TrustPilot
Francise Thomson
Great job... got me more cover on my life insurance for the same price... my advisor Nicholas was very friendly and helpful.Thanks again.
Reviewed on TrustPilot
Helen Cliffe
Very helpful and patient good friendly staff without being patronised
Reviewed on TrustPilot
Louise McLaren
Good service
Reviewed on TrustPilot
Brian
very helpful with info
Reviewed on TrustPilot
Carol Stanley
Clear and informative, good job.
Reviewed on TrustPilot
Barbara Collings
Friendly, patient and provided the package which was right for us.
Reviewed on TrustPilot
Julie
Daniel called me today and was so polite and helpful. I made my decision and felt hed given me all my options so I was well informed to make the decision I needed that was right for me. I recommend this company highly and especially daniel More...
Reviewed on TrustPilot
S Wynn
Great information and very helpful. Would recommend to all my family and friends
Reviewed on TrustPilot
Jacqueline Christophi
Very helpful, answered all questions without making you feel a nuisance, explained all my queries.
Reviewed on TrustPilot
Carol Gillbanks
Very helpful and explained everything
Reviewed on TrustPilot
Douglas Thompson
I just thought that everything was explained very well during my phone call with secure for life, I was not pressured into changing my policy so I thank secure for life for their help,and advice in this matter, I highly recommend Secure for life to anybody who is Wanting to talk with one of the members of staff as they are very friendly and explain and clarify everything to help you make your choice on whether to change your policy for a better one.
Reviewed on TrustPilot
Shirley Otomewo
I was happy with the advice I received about income protection
Reviewed on TrustPilot
Allan Farley
The Gentleman called Mark I spoke to on the phone was very helpful, enabling me to purchase the exact product I requested. I have now received all the paperwork and I’m pleased with the product and very pleased with the service. More...
Reviewed on TrustPilot
Tine Hermitage
I Love it thank you
Reviewed on TrustPilot
Gordon Greenwood
Good service got another £6000 cover for a smaller fee
Reviewed on TrustPilot
Stephanie Maher
Very helpful and reassuring, was quick and understanding. Options are tailored for your needs and financial advice
Reviewed on TrustPilot
Janet White
Thank you for helping to re new my policy at a time when dealing with my partner policy at this sad time
Reviewed on TrustPilot
Kulvender Sandhu
Very quick and yo the point .
Reviewed on TrustPilot
Binti
Very food service
Reviewed on TrustPilot
Sherree Milnes
Brilliant helpful and cost me no more but I gained more thank you
Reviewed on TrustPilot
Sadie Broster
Pleased with the help I was given and how much difference in the amount of money
Reviewed on TrustPilot
Diane Denyer
Very good service
Reviewed on TrustPilot
Alison Laming
I was contacted out of the blue by this company regarding life insurance and they made me an appointment for a call back Ryan burns sorted new cover for me over the phone within an hour. Also asked him about another product which he also sorted. Polite friendly advisor and I would definitely recommend this company. Thanks you’ve saved me money every month. More...
Reviewed on TrustPilot
Luke Molloy
Very helpful did not take long
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Ann Robinson
Very helpful and polite people
Reviewed on TrustPilot
SARA IRVING
Mitchell was very polite and very helpful when I spoke to him.Very happy with the conversation we had
Reviewed on TrustPilot
Stephen Smith
Excellent service ,couldn't be more helpful ,
Reviewed on TrustPilot
Julie Maguire
Explained everything throughout the call not pressured into anything and saved me money on my monthly payments.
Reviewed on TrustPilot
Carolyn Bywater
very efficient and helpful
Reviewed on Facebook
What do you love most about your job?
I love to listen to my clients ambitions and goals and I enjoy advising them on the most tax efficient method to achieve them.
Why should our clients choose you?
I put my clients at the heart at what I do.
I treat all my clients with the utmost respect and value their custom now and going forward.
Pensions & Investments
I offer a free no obligation review meeting which will help me and you to decide whether we can work together.
I am looking to work with my clients on a long term basis, so we can plan for today and for the future.
Pensions & Investments
I offer a free no obligation review meeting which will help me and you to decide whether we can work together.
I am looking to work with my clients on a long term basis, so we can plan for today and for the future.
