Business Details
14 Years
experience
Trusted Financial Advisers in Crowborough
Prosperity IFA is a firm of independent financial advisors dedicated to delivering unbiased financial advice tailored to individual client needs. Established in 2012, we operate from our head office in Crowborough with additional offices across the South-East, serving clients nationwide. Our team of experienced professionals specialises in wealth management, mortgages, pension planning, and business protection, combining decades of industry expertise with a client-centric approach. We prioritise personal service, leveraging our deep understanding of financial markets to help clients achieve their long-term goals. Our commitment to transparency, regulatory compliance, and continuous professional development ensures clients receive reliable, up-to-date guidance.With a focus on building lasting relationships, we work collaboratively with individuals, families, and businesses to navigate complex financial challenges. Our advisors hold qualifications and accreditations that underscore our dedication to excellence, including authorisation by the Financial Conduct Authority. By maintaining a regional presence while serving the wider UK market, we blend local knowledge with national expertise. Our growth through client referrals reflects our reputation for integrity and exceptional service. We remain committed to evolving our offerings to meet changing client needs while upholding the highest standards of professionalism and trust.
Services
Wealth Management
Mortgages
Pension Planning
Employee Benefits
Business Protection
Details
- Year established: 2012
Highlights and features
- We have over 10 years of experience in independent financial advisory services.
- Our team includes specialists with decades of combined industry expertise.
- We offer tailored solutions for wealth management, pensions, and business protection.
- Our advisors are authorised and regulated by the Financial Conduct Authority.
- We serve clients across the UK with a strong regional presence in the South-East.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional financial expertise
Personalised solutions
Trustworthy advisors
Long-term support
Clear communication
Services
Wealth Management
Wealth Management involves strategic financial planning to grow, protect, and manage assets effectively. Our approach combines market analysis with individual goals to create customised investment strategies. Clients benefit from ongoing portfolio reviews and risk management tailored to their financial objectives.
Mortgages
Mortgage advisory services guide clients through property financing, from first-time purchases to commercial investments. We offer access to diverse lenders and competitive rates, ensuring solutions aligned with individual or business needs. Our support includes remortgaging and property portfolio management.
Pension Planning
Pension Planning focuses on securing financial stability for retirement through workplace and personal pension schemes. We ensure compliance with regulations while optimising contributions and tax efficiencies. Our advice covers workplace pensions and self-invested personal pensions (SIPPs).
Employee Benefits
Employee Benefits programmes enhance staff wellbeing through private healthcare, life insurance, and salary sacrifice schemes. We design cost-effective packages that improve retention while meeting employer and employee needs. Our solutions balance affordability with comprehensive coverage.
Business Protection
Business Protection ensures continuity against unforeseen events through tailored insurance and risk management strategies. We help companies safeguard assets, key personnel, and revenue streams. Our approach minimises disruptions and supports long-term business resilience.
People
Simon Munday
Founder and Senior Financial Planner
Simon founded Prosperity IFA in 2012 after a decade in financial services at Barclays, Natwest, RBS, and Edward Jones. He specialises in wealth management and has driven the company's growth through client-focused strategies.
Ashley Townsend
Independent Financial Advisor
Ashley combines psychological insights with financial planning expertise, focusing on client education and long-term relationships. He serves clients in Bishops Stortford and Hitchin, prioritising trust and tailored advice.
Matthew Ketley
Independent Financial Planner
Matthew brings over 20 years of global financial services experience, specialising in simplifying complex concepts. He joined Prosperity IFA in 2021 and focuses on helping clients achieve financial and personal goals through careful planning.
Simon Kirkpatrick
Independent Financial Advisor
Simon has 33 years of industry experience, including 14 years as an independent adviser. He specialises in investments, pensions, and inheritance tax planning, prioritising clarity and long-term client relationships in East Sussex.
Levi Bonnet
Financial Planner
Levi provides tailored financial solutions, breaking down complex concepts into actionable steps. With a focus on integrity and expertise, he guides clients through key life decisions, ensuring informed, confident choices.
Questions
What financial services does Prosperity IFA offer?
We provide wealth management, mortgage advisory, pension planning, employee benefits, and business protection services for individuals and corporate clients.
Are your advisors regulated by industry authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 772483.
Do you serve clients outside the South-East?
While our offices are in the South-East, we serve clients across the UK with tailored financial solutions.
What makes Prosperity IFA different from other firms?
Our client-centric approach combines decades of experience, regulatory compliance, and personalised strategies to meet individual financial goals.
Can you help with inheritance tax planning?
Yes, we specialise in estate and inheritance tax planning, offering strategies to minimise liabilities and protect your legacy.
