Prosper Wealth Management - Chartered Investment and Pension Planners - Wigan

Okay, here’s a comprehensive overview of Prosper Wealth Management, presented in a formal and helpful style, designed to assist individuals seeking professional financial guidance:

Introduction to Prosper Wealth Management

Prosper Wealth Management is a highly regarded Chartered Investment and Pension Planner dedicated to providing bespoke financial solutions to clients across the United Kingdom. Established with a commitment to building long-term relationships based on trust and transparency, Prosper distinguishes itself through a personalized approach and a deep understanding of individual financial goals. They operate from a central location at 99A High St, Standish, Wigan WN6 0HD, United Kingdom, and are easily accessible via telephone at 1257423800. Their website, prosper-ifa.co.uk, offers a wealth of information and resources for prospective clients.

Specializations and Services

Prosper’s core competencies lie in providing comprehensive investment services and acting as a trusted financial planner. They specialize in helping clients navigate the complexities of investment portfolios, retirement planning, and overall wealth management. Their services are tailored to meet diverse needs, ranging from assisting individuals in building a solid foundation for their future to helping established clients optimize their existing assets. The firm prides itself on staying abreast of market trends and regulatory changes, ensuring clients benefit from informed and strategic advice.

Location and Accessibility

The firm’s physical location at 99A High St, Standish, Wigan WN6 0HD, is strategically chosen to serve clients in the Wigan area and beyond. Prosper recognizes the importance of accessibility and has implemented several measures to ensure a comfortable experience for all visitors. Notably, they offer a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. It’s important to note that an appointment is required to schedule a consultation – this ensures clients receive dedicated attention and a thorough assessment of their financial situation.

Client Feedback and Reputation

Prosper Wealth Management consistently receives positive feedback, as evidenced by its impressive 4.8/5 average rating on Google My Business, based on 40 reviews. This high rating strongly suggests a client-centric philosophy and a dedication to delivering exceptional service. Notably, many clients highlight the professional, courteous, and personalized nature of the team. The emphasis on building a comfortable and trusting relationship appears to be a key factor in their success.

Key Features and Contact Information

Chartered Status: Ensures adherence to high professional standards and ethical conduct.
Dedicated Team: Clients benefit from the expertise of a knowledgeable and experienced team.
Personalized Approach: Financial plans are tailored to individual circumstances and goals.
Accessibility: Wheelchair-accessible facilities are available.
* Appointment Required: Facilitates focused and detailed consultations.

Final Recommendation

For individuals seeking a reliable and experienced partner to guide their financial journey, Prosper Wealth Management presents a compelling option. Their commitment to professionalism, accessibility, and personalized service, combined with their strong reputation, makes them a valuable resource. We strongly encourage prospective clients to visit their website at prosper-ifa.co.uk to schedule an initial consultation and explore how Prosper Wealth Management can help them achieve their financial aspirations.

👍 Reviews of Prosper Wealth Management - Chartered Investment and Pension Planners

Stephen B.

5/5

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.

Debbie J.

5/5

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.

Ian F.

5/5

Thank You to Prosper Wealth Management in giving excellent advise to me about my finances and retirement plan. I feel that my financial future is in good hands especially during these troubled times and i am confident that Prosper Wealth Management will continue to provide a comprehensive and upto date service
A First Class company with the customer at its heart. Thank You.

Jane C.

5/5

Prosper team were there to help me organise investments after my retirement. They have been helpful , sensitive . I have trusted their sensible advice . I look forward to a longer partnership. I have recommended them to others.

Thomas G.

5/5

Been with David for some years now and have been 100% satisfied with the totally professional service I have received.
The only request i made,when trusting David with my investment,was that he produced better returns than the best bank accounts.This he has done every year since investing and not just beating,but smashing anything else I could get in the market, by far.
I have a regular twice a year meeting, when we discuss my investment profile,and/or any special needs.
Lastly, I have quite a few friends with investments elsewhere and my returns are always way above theirs.

Sue P.

5/5

David has always been very professional, but with a welcoming personal touch,ever since l have been introduced to him.I feel confident that Prosper will take care of my investments during these strange and unpredictable times.

Malcolm D.

5/5

Prosper has provided to myself and my wife a friendly, personal, efficient and productive service throughout the 7 years since we appointed them. They have provided us with the peace of mind that our investments are in safe hands.

Stan J.

5/5

I have used Prosper Wealth Management for a number of years both for personal pension guidance and business pensions for my previous staff. In all that time I have been extremely happy with the work that both David and Peter have managed for us and David's guidance for my personal pension and would not hesitate in recommending Prosper going forward.