Prosper Wealth Management are a local firm of Chartered Wealth Managers with a national reputation for delivering outstanding financial planning advice to clients who are either approaching or are now in retirement. Our foundations are built upon integrity, professionalism and impartiality. Our aim is to help retirees make the right decisions to enable them to achieve their goals throughout retirement.
Having our team of experts behind them gives clients peace of mind allowing them to focus on the really important things such as family, holidays and generally enjoying a full and active retirement. Our lives are built on mutual trust and lasting relationships. Why should that differ when you are looking for someone to help you manage your wealth.
Having our team of experts behind them gives clients peace of mind allowing them to focus on the really important things such as family, holidays and generally enjoying a full and active retirement. Our lives are built on mutual trust and lasting relationships. Why should that differ when you are looking for someone to help you manage your wealth.
Reviews (10)
Jane Clark
Jan 30, 2021
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Ribs Malone
Jan 16, 2021
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I have been with Prosper Wealth Management for a number of years and I have had nothing but profession and impartial advice regarding my investments. They have always been at the end of the phone when I have had questions and have always responded promptly and professionally. My investments have risen over the period I have been with them. Unlike some advisors I am never pressured to invest further. I only invest when am able and wish to.
Chris Pearce
Dec 27, 2020
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I've used the services provided by David and his team for almost ten years and during that time my investments have enjoyed growth over and above expectations. Prosper do their best to keep me informed of changes in the market and how they react to them, and they do so in a way that I can clearly understand. I wouldn't hesitate to recommend their services, wholeheartedly and without any reservations whatsoever.
Debbie Joynt
Dec 25, 2020
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Having never dealt with anything about pensions etc before, Prosper came highly recommended by my solicitor. I cannot fault them (Peter Ingham) for doing all they have done regarding my pension/finances.
They have kept in regular contact and I know if I need anymore information etc, I only have to give them a call.
They have kept in regular contact and I know if I need anymore information etc, I only have to give them a call.
Fred Elliot
Dec 24, 2020
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I would have no hesitation to reccomended the team at Prosper.
My wife and I have had the pleasure of spending at least the last 26yrs with our advisor, and everything he adviser's always comes to fruition, bad or good.
If we thought we were not getting our moneys worth, we would not of spent over a quarter of a century.
From the M.D. of Prosper, David to Vincent our advisor we have been made to feel welcome and part of the Prosper family. It nice knowing you can call, text, email and the response time in hearing back, is exceptionally fast.
I may even get a gift in our yearly Xmas card in
My wife and I have had the pleasure of spending at least the last 26yrs with our advisor, and everything he adviser's always comes to fruition, bad or good.
If we thought we were not getting our moneys worth, we would not of spent over a quarter of a century.
From the M.D. of Prosper, David to Vincent our advisor we have been made to feel welcome and part of the Prosper family. It nice knowing you can call, text, email and the response time in hearing back, is exceptionally fast.
I may even get a gift in our yearly Xmas card in
Sue Pickering
Dec 21, 2020
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Chris Lea
Nov 06, 2020
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Alan Lang
Sep 09, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Prosper Wealth Management have always offered a first class service and now their website reflects this professionalism and expertise. The ability to access personal investment data via a client login to Standard Life is an excellent addition and very easy to use.
Prosper Wealth Management have always offered a first class service and now their website reflects this professionalism and expertise. The ability to access personal investment data via a client login to Standard Life is an excellent addition and very easy to use.
William Wyatt
Sep 18, 2018
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I have been with Prosper since its conception and have absolutely no complaints. Nobody can control the market but I am certain that service and information that I receive from David Barton is as solid as can be in these turbulent times.
Davids professionalism and genuine interest in his clients is very reassuring and I would have no hesitation in recommending Prosper to family and friends.
Davids professionalism and genuine interest in his clients is very reassuring and I would have no hesitation in recommending Prosper to family and friends.
Stephen Borkowicz
Jul 25, 2018
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We have been with David Barton at Prosper for 5 years now and can honestly say we are delighted with their performance. If you're looking for a professional, courtious and personal service then look no further. We are always meet with a very friendly team at Prosper who go that bit further to make you comfortable.
