Professional and friendly The annual review is always personal, professional and friendly. My adviser came to my house to help me with organising all financial details when my husband died. My annual review this year is due on 21 March - in a few days’ time.

Excellent Financial guidance I would recommend Andrew from Prosperity IFA, if you want honest and genuine financial guidance for you. He helped me bring multiple company pension pots under control (and make more money) as well as bringing all my life cover up to where it needed to be.

Equity Release : Equity Release : Having worked at a senior level in Aviation for 40 years, i was keen to find an advisor and a company that i felt i could trust, and most of all would deliver my requirements with integrity, efficiency and honesty. His, and his teams analysis was broad reaching and he gave me options with outline benefits, and possible drawbacks, to enable me to make an informed decision. He was then more than happy and very honest about a decision we jointly arrived at. In summary, very personable, professional available anytime, even outside of hours and a pleasure to work with. Highly recommended in my view.

1st class service 1st class service, I highly recommend Simon and the team.

Over the past year ...... Over the past year, I have got to know Simon Munday of ProsperityIFA well and he has (and continues to be) the font of all knowledge in relation to the Financial world. He has been so helpful regarding my pensions and always approachable. I look forward to working with him and his team going forward.