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Based in Crowborough
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FCA Regulated
Last checked: 01 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Verified reviews: 100%
Simon has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
17 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
26
Positive First Impressions
92% of users who are not yet clients had a positive first experience with Simon
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 26 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Verified reviews: 100%
Simon has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
17 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
26
Positive First Impressions
92% of users who are not yet clients had a positive first experience with Simon
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 26 first impressions)
I offer a holistic approach to financial advice and am able to help you identify and realise your life goals through fully independent advice. By listening to what you are trying to achieve we are able to put together plans and solutions to assist you towards your objectives. At Prosperity IFA we have the knowledge and experience to understand you as an individual and the tools at our disposal to offer bespoke solutions that are in your best interest, not someone else's.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Simon's clients
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Adviser Disclaimer
Prosperity IFA is authorised and regulated by the Financial Conduct Authority.The value of your investments may go down as well as up and past performance is no guarantee of future returns.
Your home may be repossessed if you do not keep up repayments on your mortgage.