Speciality:
“Prosper Wealth Management is a locally owned firm owned by David Barton. With funds under management now approaching £500 million within the group, the company continues to grow at an impressive rate. The team at Prosper Wealth Management aims to help retirees make the right decisions to achieve their goals throughout retirement. With their team of experts behind them, clients can have peace of mind, allowing them to focus on important things such as family, holidays, and enjoying a full and active retirement. The advisory and research team has over 100 years of wealth management experience and has very high-level financial planning qualifications. They are proud to have been awarded Chartered Status in 2012, the gold standard in their industry.
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2025 Update: Prosper Wealth Management are a local firm of Wealth Managers with a national reputation for delivering outstanding financial planning advice to clients who are either approaching or are now in retirement. Their foundations are built upon integrity, professionalism and impartiality.”