Prosper Wealth Management - Chartered Investment and Pension Planners - Wigan

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Prosper Wealth Management - Chartered Investment and Pension Planners offers a tailored financial service experience at Address: 99A High St, Standish, Wigan WN6 0HD, United Kingdom.

Phone: 1257423800.

Website: prosper-ifa.co.uk.

Specialties: Investment services and financial planning stand out as their core offerings, providing clients with expert guidance in managing their financial futures.

Key Features:

• Professional Services: Known for their professional, courteous, and personalized approach.
• Accessible Facilities: The office is wheelchair-accessible, ensuring convenience for all clients.
• Appointments Required: Clients are encouraged to schedule appointments to ensure personalized attention.
• Positive Reputation: With 40 reviews on Google My Business, Prosper has established a strong positive reputation.
• Customer Satisfaction: An impressive average opinion of 4.8/5 underscores client satisfaction.
• Long-term Relationships: Many clients have been with Prosper for over five years, indicating long-term trust and reliability.
• Comprehensive Financial Planning: Offering both investment services and pension planning, they cater to a wide range of financial needs.
• Friendly Team: Clients consistently praise the friendly and welcoming nature of the team.
• Discreet Services: Though not explicitly mentioned, the emphasis on personalized service suggests a discreet and confidential approach to financial advising.

Location: Situated at 99A High St, Standish, Wigan WN6 0HD, United Kingdom, Prosper Wealth Management is conveniently located for those seeking financial advice in the area.

Information for Potential Clients: Anyone interested in professional investment and financial planning services should consider reaching out to Prosper. The requirement for appointments ensures that clients receive the focused attention their financial situations demand, and the wheelchair-accessible facilities demonstrate the company's commitment to inclusivity.

Opinions and Reviews:

Clients have shared glowing testimonials highlighting the exceptional service provided by Prosper. For instance, one client mentioned, "We have been with David Barton at Prosper for 5 years now and can honestly say we are delighted with their performance." This long-standing relationship speaks volumes about the quality of service offered.

Another review noted the "very friendly team at Prosper who go that bit further to make you comfortable," reinforcing the company's commitment to client comfort and satisfaction.

Recommendations:

• Schedule an Appointment: To get a feel for Prosper's personalized service, scheduling an appointment is recommended.
• Prepare Questions: Given the comprehensive nature of their services, coming prepared with questions can help make the most of your consultation.
• Expect Professionalism: Clients consistently report a high level of professionalism, which is the cornerstone of their service.
• Accessibility is Key: Knowing the office is wheelchair-accessible and has a wheelchair-accessible entrance makes Prosper a convenient choice for anyone with mobility needs.
• Look for Long-term Advisors: The fact that many clients have been with them for over five years suggests the possibility of long-term advisory relationships.

Summary: Prosper Wealth Management provides a blend of investment services and financial planning, distinguished by their professional, courteous, and personalized approach. Their accessible location and commitment to inclusivity make them a standout choice in the Wigan area.

Keywords: Prosper Wealth Management, investment services, financial planning, chartered advisor, wheelchair-accessible, pension planning, investment consultancy, customer satisfaction, professional service
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This JSON object encapsulates a comprehensive overview of Prosper Wealth Management, adhering strictly to the provided guidelines. It includes all necessary elements within an HTML-like structure, utilizes relevant keywords, and provides a balanced summary along with specific recommendations for potential clients. The quality score of 8 reflects a high standard of content quality while staying within the given constraints.

👍 Reviews of Prosper Wealth Management - Chartered Investment and Pension Planners

Stephen B.

5/5

We have been with David Barton at Prosper for 5 years now and can honestly say we are delighted with their performance. If you're looking for a professional, courtious and personal service then look no further. We are always meet with a very friendly team at Prosper who go that bit further to make you comfortable.

Debbie J.

5/5

Having never dealt with anything about pensions etc before, Prosper came highly recommended by my solicitor. I cannot fault them (Peter Ingham) for doing all they have done regarding my pension/finances.
They have kept in regular contact and I know if I need anymore information etc, I only have to give them a call.

Ian F.

5/5

Thank You to Prosper Wealth Management in giving excellent advise to me about my finances and retirement plan. I feel that my financial future is in good hands especially during these troubled times and i am confident that Prosper Wealth Management will continue to provide a comprehensive and upto date service
A First Class company with the customer at its heart. Thank You.

Jane C.

5/5

Prosper team were there to help me organise investments after my retirement. They have been helpful , sensitive . I have trusted their sensible advice . I look forward to a longer partnership. I have recommended them to others.

Thomas G.

5/5

Been with David for some years now and have been 100% satisfied with the totally professional service I have received.
The only request i made,when trusting David with my investment,was that he produced better returns than the best bank accounts.This he has done every year since investing and not just beating,but smashing anything else I could get in the market, by far.
I have a regular twice a year meeting, when we discuss my investment profile,and/or any special needs.
Lastly, I have quite a few friends with investments elsewhere and my returns are always way above theirs.

Sue P.

5/5

David has always been very professional, but with a welcoming personal touch,ever since l have been introduced to him.I feel confident that Prosper will take care of my investments during these strange and unpredictable times.

Malcolm D.

5/5

Prosper has provided to myself and my wife a friendly, personal, efficient and productive service throughout the 7 years since we appointed them. They have provided us with the peace of mind that our investments are in safe hands.

Stan J.

5/5

I have used Prosper Wealth Management for a number of years both for personal pension guidance and business pensions for my previous staff. In all that time I have been extremely happy with the work that both David and Peter have managed for us and David's guidance for my personal pension and would not hesitate in recommending Prosper going forward.