Prosperity Financial Advisors & Stockbrokers Reviews 50

TrustScore 4.5 out of 5

4.7

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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

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... See more

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 Consultant

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


4.7

Excellent

TrustScore 4.5 out of 5

50 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 logo

Reply from 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.

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
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Reply from 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.

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
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Reply from 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.

Rated 5 out of 5 stars

Pension transfer

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

9 June 2020
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
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Reply from 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.

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
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Reply from 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.

Rated 3 out of 5 stars

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 June 2020
Unprompted review
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Reply from 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.

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
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Reply from 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.

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
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Reply from 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.

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
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Reply from Prosperity Financial Advisors & Stockbrokers

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

Rated 5 out of 5 stars

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 June 2020
Unprompted review
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Reply from 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.

Rated 4 out of 5 stars

good service and good advise

9 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers logo

Reply from Prosperity Financial Advisors & Stockbrokers

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

Rated 5 out of 5 stars

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 June 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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

Rated 5 out of 5 stars

Pension advice

Excellent professional advice, highly recommended this company.

4 June 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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

Rated 4 out of 5 stars

Prosperity adviser

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

3 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers logo

Reply from Prosperity Financial Advisors & Stockbrokers

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

Rated 5 out of 5 stars

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 June 2020
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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 June 2020
Unprompted review
Prosperity Financial Advisors & Stockbrokers logo

Reply from 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.

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 logo

Reply from 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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