Prosperity Wealth - Independent Financial Advisors Reviews 8

TrustScore 4 out of 5

4.2

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Company details

  1. Financial Planner

Written by the company

Prosperity Wealth is a team of financial advisors empowering people and businesses in Dudley and the surrounding areas to manage their wealth with confidence. Visit our website today to find our more about our services and how we can help you.


Contact info

4.2

Great

TrustScore 4 out of 5

8 reviews

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Rated 5 out of 5 stars

April Millard - 10/10

April Millard; she did an absolutely amazing job at securing myself and my partner with our first mortgage back in 2023. Due to a lot of complications and stress in the past, we were hesitant about buying a house and beyond stressed about securing a mortgage. Not only was April there through every step she was readily available to answer any/all questions we had and took extra time to explain the ins and outs of everything we needed to know. We got the best deal through April and the stress was minimal for us! Would recommend her to everyone! 10/10, thanks April!

15 July 2023
Unprompted review
Rated 5 out of 5 stars

James Pinches and the Prosperity Wealth…

James Pinches and the Prosperity Wealth team transformed my first-time homebuying experience into a seamless journey. Their friendly and professional approach, coupled with clear explanations, made securing my first mortgage stress-free. James introduced me to a reliable conveyancer, showcasing their commitment to comprehensive support. I highly recommend Prosperity Wealth for anyone considering a mortgage; their exceptional service and genuine dedication set them apart.

22 January 2024
Unprompted review
Rated 5 out of 5 stars

Property Purchase - David Yelloly

I recently had the pleasure of working with Prosperity Wealth, and I am delighted to share my positive experience. From the initial consultation to the successful completion of my property transaction, Prosperity Wealth demonstrated professionalism, expertise, and a genuine commitment to customer satisfaction.

The team exhibited a deep understanding of the real estate market, providing valuable insights and guidance throughout the entire process. They were attentive to my specific needs and preferences, ensuring that the properties presented to me aligned perfectly with my criteria.

One aspect that stood out was their excellent communication. The team at Prosperity kept me informed at every stage of the transaction, promptly responding to my inquiries and addressing any concerns I had. This transparent and open communication style instilled confidence and made the entire experience smooth and stress-free.

Furthermore, I appreciated their dedication to finding the best possible deal for me. Prosperity went above and beyond to negotiate favorable terms, demonstrating a strong commitment to their clients' financial well-being.

The professionalism and integrity displayed by Prosperity Wealth set them apart in the real estate industry. They prioritize client satisfaction and strive to build long-term relationships based on trust and mutual success. I would not hesitate to recommend Prosperity Wealth to anyone in search of a reliable and results-driven real estate partner. My overall experience was extremely positive, and I am grateful for their guidance and support throughout the entire process

15 September 2023
Unprompted review
Rated 5 out of 5 stars

Fantastic service

Mr Bradnick attended our Year 12 Open Evening, where he advised students about possible carreer paths in Investment Banking and Wealth Management. Mr Bradnick prooved quite polular among students and parents, he was profressional, knowldegable and friendly. We at AUEA would like to invite him back next year to deliver workshops about IB and WM.

23 November 2023
Unprompted review
Rated 5 out of 5 stars

Tom Woodall saves Chrismas

There are no words to describe how helpful Tom Woodall is. I did my first mortgage deal with bad credit 2 years ago with him when everyone else said no to me, This time also had some credit complications, however, He managed to secure me a deal that was less than Bank Of England rates. Tom saves our Christmas this year!

5 December 2022
Unprompted review
Rated 1 out of 5 stars

I have had a very bad experience with…

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 they where a £100 good will payment (hahaha).

25 May 2022
Unprompted review
Rated 5 out of 5 stars

Excellent customer service from Gary…

Excellent customer service from Gary Evans @Prosperity Wealth regarding a pension issue. He was polite, friendly and listened to the issue I had and went out of his way to be helpful. The advice given has helped me a great deal and I am now sorting out a bit of a tricky situation on a subject I was completely baffled by! Thank you.

5 December 2019
Unprompted review
Rated 5 out of 5 stars

Your investment needs

I am so please that this company e mail my first after going on the web, for a Independent Financial Adviser there guide to there services is in my opinion is first class, now I am no expert but I have a little knowledge, so this helps with the meeting with my advisor. but I think this only makes it easier to find out what your needs are, it takes time to put things in place but I have found this worth the time .

31 August 2015
Unprompted review

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