Prosperity Wealth

Retirement

Throughout your working life, many people will accumulate a number of pensions from their workplace or from a private pension. Our advisers are available across the UK and can help to review your pension(s), the value of your fund and what you can expect to receive when the time comes. This can include pension transfers, should your adviser believe that your prospects could be improved by moving elsewhere.

Financial Investment Advisor: It’s never too early to start planning your future

At Prosperity Wealth, our independent financial advisers can work with you to put together an investment strategy that fits your goals. Whether you’re looking to generate income or invest for growth, we can help you on your way.

Financial Investment Advisor: It’s never too early to start planning your future

At Prosperity Wealth, our independent financial advisers can work with you to put together an investment strategy that fits your goals. Whether you’re looking to generate income or invest for growth, we can help you on your way.

Inheritance Tax Adviser

Currently, tax is payable on estates valued at £325,000 or over at a rate of 40%. Over a lifetime, you may have acquired assets including a home, pension, savings and shares. There are many legal ways to reduce this bill, such as by leaving smaller gifts, which can help maximise the value of your legacy.

Financial Protection Advice

Financial protection can cover a number of options, from life assurance to income protection, critical illness cover to private medical insurance. Designed to help relieve the financial burden on yourself and your loved ones, we can talk you through your choices.

Contact Information

01384 390039

admin@prosperitywealth.com

2nd Floor Quay House, Waterfront Way, Brierley Hill, Dudley, West Midlands, DY5 1XD,

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