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

I am very happy with the service from…

I am very happy with the service from Prosperity and would happily recommend them . Everything is made clear and they are always happy to help with any queries I have had.

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you for such a lovely review and for your support, it is appreciated.

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Rated 5 out of 5 stars

Very helpful

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you for taking the time to give us this wonderful review, it is appreciated and we are glad to be of service.

Rated 5 out of 5 stars

Neil Jacobs has been our IFA for a…

Neil Jacobs has been our IFA for a number of years and we recommend him to anyone else requiring financial advice.

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you so much for this lovely review, Neil is an asset to the team and is delighted with your comments, Thank you.

Rated 5 out of 5 stars

Great company

Prosperity always put their clients first

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you Martin and absolutely! that is what we stand for and pride ourselves in.

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.

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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.

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Rated 4 out of 5 stars

Always been helpfull and available

Always been helpfull and available. Would recommend.

June 2, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you so much for taking the time out to provide us with this review, it is appreciated! further and again, thank you for the recommendation.

Rated 5 out of 5 stars

Investments.

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

May 5, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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.

May 1, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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.

April 30, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

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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Rated 4 out of 5 stars

Being kept updated

Being kept updated on how my pension is doing in this terrible time thank you

April 30, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you very much for your feedback and honest review of our service. We hope that when this difficult time comes to an end we can continue with helping you with your future financial objectives.

Rated 5 out of 5 stars

Always willing to chat and explain…

Always willing to chat and explain everything thoroughly. A pleasure to deal with.

April 26, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you for your review Aileen, much appreciated and a pleasure working with you on your financial goals.

Rated 5 out of 5 stars

As always we have found Prosperity…

As always we have found Prosperity friendly,honest and reliable.

April 25, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you so much for your valued feedback and kind words Peter. Much appreciated.

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Rated 5 out of 5 stars

Prosper with Prosperity

When our previous IFA retired he recommended the shift to Prosperity having completed his own homework on the company and we have not been disappointed. An extremely professional, yet friendly and understanding team, have always been ready to discuss our portfolio, have kept us very well informed and provided regular market updates. We could not better served.

April 25, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you for your feedback and heart felt words of appreciation. We are delighted to be of service to you and look forward to many promising years ahead.

Rated 5 out of 5 stars

Always professional

Always professional, approachable and accessible. I would definitely recommend them.

April 24, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you Karen for your feedback and recommendation it is much appreciated.

Rated 5 out of 5 stars

Happy to recommend Prosperity

Having worked with Prosperity for many years I would highly recommend their services.
Their staff demonstrate a good awareness and understanding of the complex global financial situation.
Our financial requirements are clearly defined and investment plans agreed and implemented to meet these.
Regular reviews ensure that we are kept aware of our portfolio's progress and allows for any adjustments to be made where appropriate.
We have always found Prosperity to be very responsive to our needs and have faith in their ability to effectively manage our investments.

April 24, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you for the wonderful review Gavin. We are delighted you feel valued as a client and will do our utmost to continue providing the service you deserve and helping you with your financial objectives moving forward.

Rated 4 out of 5 stars

Excellent service

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 working, which feels a bit awkward when the door is open. But also it feels awkward when the door is slammed shut without a word! Just some better manners there would be good.

April 24, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you so much for you honest review Linda. We appreciate your feedback and kind words. Also we appreciate you taking the time to provide us with some constructive feedback on our waiting area and we will be sure to take that on board and review our provisions. We look forward to welcoming you back (post the lockdown).

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Rated 5 out of 5 stars

Great company

Great company, work very hard to do the very best for us. Great communication always.

April 23, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you very much for your review Trevor. We are pleased you value the service we provide and will continue to work hard as always.

Rated 5 out of 5 stars

Professional and proactive Financial Advisors

I moved my investments to PIFA after poor service from my previous advisors. I could not be happier they are professional caring and helpful they have really gone the extra mile and I would recommend them(which I have) without hesitation.

April 23, 2020
Unprompted review
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Reply from Prosperity Financial Advisors & Stockbrokers

Thank you Paul for your support and kind words. We are delighted to be helping you with your financial plans and very much value your continued recommendations.

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