I have been in the financial services industry for over 30 years and bring a wealth of experience. In recent years I have run my own financial services practice. I decided to join Prosperity in 2015 as their enhanced investment advice, administration and forward thinking technology has enabled me spend more time directly with my clients. I provide independent financial advice via Prosperity Financial Advisors and Stockbrokers Ltd.
Through trust, I have built long term relationships with my clients, really listening to their needs and therefore assisting them achieve their financial aspirations. I have been described by clients as working with them in a friendly relaxed manner, whilst providing clarity and unraveling the complex world of financial services. This is backed up by my sincere positive client testimonials which you can view by clicking HERE.
I was very pleased to have received an Award of Excellence as I am rated in the top 0.5% of financial advisors in the UK, by VouchedFor.co.uk. My reviews can be found here together with my testimonials page.
By providing a number of free training seminars through my association with Southern Entrepreneurs, I have been able to support local small businesses. I also work with secondary schools to assist teenagers with the transition from school into employment. In addition, I am the Vice President of Education of Solent Speakers who are part of Toastmasters International. Toastmasters help people in a supportive environment, to become more confident in public speaking.
In my free time, I enjoy spending time with my family, walking our two dogs in the forest, playing golf and fishing.
As a member of the Institute of Professional Willwriters my expertise enables me to provide advice on Wills, Lasting Powers of Attorney, Probate, Trusts and Estate Planning.
Tel: 01329 833152
Prosperity Financial Advisors and Stockbrokers are a national financial planning business who specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees.
At Prosperity we believe that wealth management is more than just offering investment advice. It is about building a trusted relationship that you can rely on.
At Prosperity we deliver professional independent advice to our clients. Using our core principles of integrity, fairness & respect, we build long-term relationships that are based on trust with the aim of enhancing our client’s assets, and supporting them step-by-step in achieving their financial goals.
Clients are treated as individuals and we provide comprehensive financial planning, wealth management services and estate planning. We aspire to help individuals, trustees and organisations to achieve their financial goals.
We are committed to helping you to manage your wealth in a way that reflects your own personal circumstances. Putting you at the centre of everything we do is one of the core principles that enables us to run a genuinely client-focused business.
By engaging Prosperity you can assure yourself of regular financial reviews and access to new ideas bought to you by the Prosperity team.