Business Details
14 Years
experience
Your 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, prioritising personal service and client trust.With decades of combined industry experience, we focus on simplifying complex financial decisions through thorough analysis and clear communication. Authorised and regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while evolving through client recommendations and long-term relationships.
Services
Wealth Management
Mortgages
Pension Planning
Employee Benefits
Business Protection
Details
- Year established: 2012
Highlights and features
- We have over 20 years of experience in financial services across Europe and Asia.
- Our team includes FCA-authorised advisors with expertise in inheritance tax planning.
- We operate with full transparency and no hidden fees.
- Our client-centric approach has evolved through 90% of new business from referrals.
- We provide tailored solutions for individuals, families, and corporate clients.
Associations and certifications
- Financial Conduct Authority
What people say
Trusted advisors
Personalised approach
Experienced team
Clear communication
Long-term partnerships
Services
Wealth Management
Our wealth management service helps clients grow and protect their assets through strategic financial planning. We provide tailored investment strategies aligned with individual goals and risk tolerance. With expertise in inheritance tax planning and portfolio management, we ensure long-term financial security for individuals and families.
Mortgages
We offer expert mortgage advice for first-time buyers, remortgagers, and property investors. Our service covers commercial mortgages, residential purchases, and business property financing. With access to a wide range of lenders, we simplify the process while finding cost-effective solutions for clients' property needs.
Pension Planning
Our pension planning service ensures compliance with workplace pension regulations while optimising retirement savings. We provide guidance on workplace schemes, self-invested personal pensions, and tax-efficient strategies. With advisors authorised for 14+ years, we help individuals and businesses secure their financial futures.
Employee Benefits
We design cost-effective employee benefits packages including private healthcare, life insurance, and salary sacrifice schemes. Our solutions enhance staff wellbeing while offering tax advantages for businesses. We work closely with companies to create tailored programmes that improve employee retention and satisfaction.
Business Protection
Our business protection service provides risk management solutions against unforeseen events. We offer key person insurance, partnership protection, and contingency planning. With expertise in commercial risk assessment, we help businesses maintain continuity and financial stability during unexpected challenges.
People
Simon Munday
Founder and Senior Financial Planner
Founded Prosperity IFA in 2012 after 10 years in financial services at Barclays, Natwest, RBS, and Edward Jones. Specialises in investment portfolios and commercial banking solutions.
Ashley Townsend
Independent Financial Advisor
Focuses on financial psychology and education, helping clients achieve breakthroughs through collaborative planning. Builds long-term client relationships based on trust and exceptional service.
Matthew Ketley
Independent Financial Planner
Brings 20+ years' experience from Europe and Asia, specialising in simplifying complex financial concepts. Helps clients achieve personal and financial goals through tailored planning strategies.
Simon Kirkpatrick
Independent Financial Advisor
33-year industry veteran with 14 years as independent adviser. Authorised in investments, pensions, and inheritance tax planning, prioritising clear communication without financial jargon.
Levi Bonnet
Financial Planner
Specialises in breaking down complex financial concepts into actionable steps. Provides tailored solutions for clients' unique needs with a focus on informed decision-making.
Questions
What financial services do you specialise in?
We specialise in wealth management, mortgages, pension planning, employee benefits, and business protection for individuals and corporate clients.
Are you regulated by financial 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.
How do you approach financial planning?
We combine psychological understanding with financial expertise, creating personalised plans that align with clients' life goals and risk profiles.
What experience does your team have?
Our team includes advisors with 20+ years' experience in Europe and Asia, plus specialists with 33 years' industry experience in UK markets.
