Prosperity Wealth – Independent Financial Advisors - Brierley Hill

Address: Second Floor, Prosperity Wealth – Independent Financial Advisors, Quay House, Waterfront Way, Brierley Hill DY5 1XD, United Kingdom.
Phone: 1384390039.
Website: prosperitywealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Prosperity Wealth – Independent Financial Advisors

☎️1384390039

⏰ Open Hours of Prosperity Wealth – Independent Financial Advisors

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed description of Prosperity Wealth – Independent Financial Advisors, formatted as requested, aiming for a formal and helpful tone:

Prosperity Wealth – Independent Financial Advisors: A Reliable Partner for Your Financial Future

Prosperity Wealth – Independent Financial Advisors stands as a dedicated and experienced firm committed to assisting individuals and families in achieving their financial goals. They operate from a prime location within the United Kingdom, offering comprehensive and personalized financial planning services. Their core focus is on providing clients with the clarity and confidence they need to navigate the complexities of personal finance.

Location and Contact Information

The firm’s address is Second Floor, Prosperity Wealth – Independent Financial Advisors, Quay House, Waterfront Way, Brierley Hill DY5 1XD, United Kingdom. For immediate contact, clients can reach them directly at 1384390039. Their website, prosperitywealth.com, provides a wealth of information about their services and team.

Specialties and Services

Prosperity Wealth specializes in financial planning, offering a tailored approach to address a wide range of client needs. This includes, but isn’t limited to, pension planning, retirement income strategies, investment management, and tax-efficient financial arrangements. They are particularly adept at identifying and leveraging opportunities to optimize clients' financial positions. The firm prides itself on building strong, long-term relationships based on trust and transparency.

Accessibility and Convenience

Recognizing the importance of accessibility, Prosperity Wealth has taken significant steps to ensure their services are available to all clients. The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Appointment scheduling is streamlined, with the option of convenient online appointments. Clients are required to schedule an appointment to ensure optimal service delivery.

Client Feedback and Reputation

Prosperity Wealth consistently receives positive feedback regarding its professionalism and client-centric approach. The company maintains 19 reviews on Google My Business, with an impressive average rating of 4.8/5. Clients frequently highlight the firm’s thoroughness, knowledgeable advisors, and commitment to personalized service. Many specifically mention the value of receiving guidance on complex areas like tax optimization and unclaimed tax refunds, demonstrating a proactive approach to client well-being.

Key Features Summarized

Expertise: Dedicated financial planners
Location: Quay House, Brierley Hill
Contact: 1384390039
Website: prosperitywealth.com
Accessibility: Wheelchair accessible facilities
Appointment Required: Yes

👍 Reviews of Prosperity Wealth – Independent Financial Advisors

Prosperity Wealth – Independent Financial Advisors - Brierley Hill

Jayne D.

5/5

We contacted Dominic Richards from Prosperity Wealth because we weren't happy with our previous financial adviser. Straight away Dominic made us feel comfortable and was very thorough with my husband's pension and he's also helped us claim back tax through the marriage allowance which we didn't even know about! We are glad to be dealing with Dominic moving forward and know we are in safe hands

Emma C.

5/5

We have recently received advice from Dominic Richards. The service we received was fantastic from start to finish. He took as much time as we needed to explain the products that suit our needs and was very detailed when providing his recommendation. He also thought outside the box and came up with a solution that was in our best interests. I would highly recommend.

Jessica L.

5/5

April was amazing!
From start to finish, April answered all our queries and helped us understand the process of applying/getting a mortgage with such ease.

She got us a great deal and we couldn’t thank her enough for making this suppose to be stressful process so easy!

Don’t hesitate to use April for your Mortgage advice, she is the best that there is !

Ruth W.

5/5

4 months ago we found out our landlord wanted to sell the house we were in. We decided to try and find out if we could buy and as my husband only set up his business a couple of years ago we knew we’d need someone to help us find a mortgage who knew what they were doing!
Our accountant put us in touch with Onkar at Prosperity Wealth.Onkar has been absolutely incredible from start to finish. He always listened to me, he answered every question I had whether that was by phone text or email. He worked really hard to find us the best mortgage to suit our income, pushed it through and made it happen and 4 months on I am sat in my new house. I cannot recommend Onkar enough. Not only is he extremely knowledgable and helpful, but he is also just a really nice guy and has celebrated with us every step of the way. Cannot recommend enough!

Corina P.

5/5

I’m so pleased Laura Riegel’s details were given to us as she was the most helpful mortgage broker in our drawn out and stressful situation. After applying for a shared ownership scheme we had our application rejected from the affiliated financial assessor and so we went to Laura. Laura made everything happen for us (including helping getting an EWS1 form from our housing association which was required by our bank and she also got us an extension for our mortgage offer as the process took longer than expected). She was super communicative throughout the whole process and was extremely proactive. This was exactly what we needed being inexperienced and we felt we could really put our trust in Laura. This whole process took around 7 months. Thank you so much Laura!

Suman K.

5/5

Absolutely outstanding service! Onkar has been amazing from start to finish. He has made the process so easy and made us feel calm throughout. He has been so informative and clearly has a passion for what he does! He was able to clear any confusions for us and was also available for us to speak at any time. I cannot recommend Onkar enough! Thank you so much!

Paul W.

1/5

I have had a very bad experience with this company and Gary Evens. They invested my Pension and never contacted me again for two and half years. I sent an email to Gary Evens to ask him to put right an error he made and I never got a reply or had the error corrected. They broke their contract with me. The service I received was very poor. They are not a professional service as they try and make you believe. Take my advice and stay clear of this company. They only have profits in mind and customers mean nothing to them once they have set up their monthly fees. I did receive my monthly fees back and to show how very sorry their where a £100 good will payment (hahaha).

Stephen P.

5/5

Derek Joseph. Very thorough, patient and spends hours talking and educating you about finance. Charges for this service are clearly stated . I hope my drawdown pension performs as well as the advisor.