Prosperity Financial Advisors & Stockbrokers - Hampshire Reviews 14

TrustScore 4.5 out of 5

4.4

1st Floor,Bramble House, Wickham Road, PO16 7JH Fareham, Hampshire, GB


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Rated 5 out of 5 stars

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.

Company replied

Rated 5 out of 5 stars

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 &... See more

Company replied

Rated 4 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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... See more

Company replied


Company details

  1. Financial advisor

Information provided by various external sources

"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.


Contact info

  • 1st Floor,Bramble House, Wickham Road, PO16 7JH, Fareham, Hampshire, United Kingdom

  • 01329821950

4.4

Excellent

TrustScore 4.5 out of 5

14 reviews

5-star
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1-star

No history of asking for reviews

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Rated 5 out of 5 stars

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 July 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 4 out of 5 stars

Stuart Barrett

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

21 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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.

Rated 5 out of 5 stars

Excellent service.

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

9 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

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

Rated 5 out of 5 stars

First Class retirement planning and ongoing support

Prosperity have been our financial advisors since they were in Botley, so around 8 years.
Their work rescuing my wife’s pensions from a company scheme and having it transferred to a SIP was ahead of the legislation and has transformed our retirement most positively.
Their handling of my pre retirement portfolio was excellent.
Both retired 6 years , we have complete trust in them, more recently their guidance on pandemic planning has been first class.

2 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

Thank you Mike for your kind words and this wonderful review! it has been our absolute pleasure to work with you and long may that continue.

Rated 5 out of 5 stars

Investments.

Our financial investments are very successfully and expertly managed by friendly and helpful staff.

5 May 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

Thank you so much for taking the time to leave us a review and your open, honest and kind words.

Rated 5 out of 5 stars

No complaints

No complaints. Good service, helpful staff and excellent advice from Mark and his team.

1 May 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

Thank you so much for your review Steve. We really enjoy working with you and appreciate your support and kind words.

Rated 5 out of 5 stars

Mark and the team provide excellent…

Mark and the team provide excellent customer support and I am very confident in their ability to provide accurate and relevant financial advice.

30 April 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers - Hampshire logo

Reply from Prosperity Financial Advisors & Stockbrokers - Hampshire

Thank you Trevor for your valuable feedback and assessment of the Prosperity service. Mark in particular will be delighted with your response and we hope you continue receiving the service standards you have been happy with so far.

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