Prosperity Financial Advisors & Stockbrokers Opiniones 50

TrustScore: 4.5 sobre 5

4,7

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Very impressed with how we were guided through the bewildering world of finance. Pleased that we have investment advice based on our specific needs, and how it was explained to us. Recommended.

La empresa ha respondido

Valorada con 5 estrellas sobre 5

We have been helped by a chap called Phill after having a herrendous time with previous people & companies to the point of giving up & not knowing whom to trust. If you need a financial Advisor etc &... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

Excellent service, friendly and professional. Always get a swift reply whenever i ask questions. One downside - when waiting in your waiting area, it is directly opposite an office where someone is... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Neil Jacobs has been our Financial advisor for 20+years. We trust Neil and his advice unequivocally. His recommendations on ISAs, bonds and pensions has proved to be excellent. He has also introduc... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Asesor financiero

Información proporcionada por diversas fuentes externas

"I can't predict the future, but I can prepare for it..." Providing independent financial advice using the core principals of integrity, fairness and respect.


Información de contacto


4,7

Excelente

TrustScore: 4.5 sobre 5

50 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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Valorada con 5 estrellas sobre 5

Very pleased.

Very impressed with how we were guided through the bewildering world of finance. Pleased that we have investment advice based on our specific needs, and how it was explained to us. Recommended.

29 de julio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you so much for such a wonderful review! it is appreciated. We are delighted to have been of assistance to you and your plans and looking forward to being of service to you in the future.

Valorada con 4 estrellas sobre 5

Stuart Barrett

Stuart Barrett is very professional and his Portfolio Report was excellent
very pleased

21 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Peter for taking the time to leave us this wonderful review! the team and Stuart are delighted to be of service to you.

Valorada con 5 estrellas sobre 5

prosperity are always there to help and…

prosperity are always there to help and keep you up to date with what is going on.friendly and very helpful with the personal touch.

10 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

What a wonderful review Paul! thank you so much for taking time out of your day to leave this for us, it is genuinely appreciated. We are delighted to be of service to you.

Valorada con 5 estrellas sobre 5

Pension transfer

Jasper has been really professional and helpful all the way through my pension transfer.

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you so much for this wonderful review! Jasper and the team are delighted with the feedback and grateful to be part of your financial planning goals. Really appreciated.

Valorada con 5 estrellas sobre 5

I can not fault the advice we are…

I can not fault the advice we are given. If the best policy sometimes is to do nothing, then that is the best thing to do!

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Andrew for the feedback and for your kind words. It is really appreciated and not taken for granted. We will always tailor our advice to everyone's personal financial goals and delighted to be of service.

Valorada con 5 estrellas sobre 5

Neil Jacobs is our excellent Financial Advisor

Neil Jacobs has been our Financial advisor for 20+years. We trust Neil and his advice unequivocally. His recommendations on ISAs, bonds and pensions has proved to be excellent.
He has also introduced us to colleagues for tax and mortgage advice which has been extremely beneficial
We in turn have recommended Neil to friends.
We continue to have regular reviews with Neil and consider his feedback and advice invaluable.

9 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you from Neil and the team for such an amazing review and for your kind referrals! We appreciate the time you have taken to provide this and the boost it provides us with, we appreciate being of service to you now and in the future.

Valorada con 3 estrellas sobre 5

I received communication to let me know…

I received communication to let me know how bad my small investment reacted to pandemic economic crash ! Shame nothing since to tell me if investment recovering or continuing to fall ! Not sure Prosperity should take full fees this year !!

9 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you so much for taking the time to leave us the review, we are grateful but also sorry to hear re your sentiment on the recent global economic crash . We understand that your advisor has since picked up a call with you and we understand your general sentiments about the industry. We strive to continue in providing you with exceptional service and can assure you that we are monitoring the situation ongoing.

Valorada con 5 estrellas sobre 5

The place to go !

We have been helped by a chap called Phill after having a herrendous time with previous people & companies to the point of giving up & not knowing whom to trust. If you need a financial Advisor etc & are worried who to trust & give you truethful , honest advise & help this is your company & man for you.
Thank you Phill

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

What a wonderful review! thank you so much Sarah for this and the specific feedback on Phil who is delighted to have been able to support and assist you. We look forward to being of service to you in the future.

Valorada con 5 estrellas sobre 5

Always keep me up-to-date with what is…

Always keep me up-to-date with what is happening with my finances,friendly staff.

9 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Jacqueline for such a lovely review and for taking time out to provide this. We are delighted to be of service and look forward to working together in the future.

Valorada con 5 estrellas sobre 5

Excellent service.

Prosperity have always provided an excellent service and our personal financial advisor is second to none.

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

What a lovely review, we are very grateful for your support and wonderful feedback. Thank you.

Valorada con 5 estrellas sobre 5

I have only positive feelings regarding…

I have only positive feelings regarding my experience with Prosperity. My financial advisor gave me excellent advice at a very difficult time in my life. He understood my requirements and I was able to relax where my finances were concerned

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Ginny for such a wonderful review and for taking time out of your day to support us, we are very grateful and delighted to be of service to you.

Valorada con 4 estrellas sobre 5

good service and good advise

9 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you for the lovely review and thank you for taking the time to leave this, it is appreciated.

Valorada con 5 estrellas sobre 5

I find Stuart Barrett from Prosperity…

I find Stuart Barrett from Prosperity very easy to deal with. He is reliable and explains the facts clearly

4 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you for taking the time to leave this lovely review and feedback on Stuart. Much appreciated.

Valorada con 5 estrellas sobre 5

Pension advice

Excellent professional advice, highly recommended this company.

4 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you for such a wonderful review and for your recommendation, it is appreciated and we are very grateful.

Valorada con 4 estrellas sobre 5

Prosperity adviser

Our Prosperity adviser understands our financial needs very well with regular reviews. He is always available if we further advice.

3 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you for taking the time to leave this lovely review! it is appreciated.

Valorada con 5 estrellas sobre 5

Good session with Stuart

Our IFA, Stuart was honest, practical, professional and friendly. His initial advice was well tuned in to our situation. We look forward to continued dealings with him.

3 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you for taking the time to write such a wonderful review about the services provided by Stuart. We are very grateful for your support and look forward to provide you with our service ongoing. Really appreciated.

Valorada con 5 estrellas sobre 5

Focused and valued advice

Concise, focused advice, ideas and information on a range of matters. Options to think about presented clearly and questions answered clearly. Just what we needed.

3 de junio de 2020
Opinión espontánea
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Malcom for such a wonderful review and for your feedback, it is really appreciated and glad we can be of service to you.

Valorada con 5 estrellas sobre 5

Have dealt with them for years in fact…

Have dealt with them for years in fact since they started. Never had any problems. They have gone out of their way to help us in everything we have needed to know. Trust me we have needed a lot explained to us

2 de junio de 2020
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Respuesta de Prosperity Financial Advisors & Stockbrokers

Thank you Dave for such a wonderful review and glad you have been on the journey with us. Really appreciate your feedback!

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