Prosper Wealth Management
Prosper Wealth Management is a local firm of Wealth Managers that provides financial planning advice to clients approaching or in retirement. Founded in 2003, the firm focuses on integrity, professionalism, and impartiality in assisting clients with their retirement goals.
- Pension advice
- Financial planning
- Retirement planning
- Investment management
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Prosper Wealth Management is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
6
3
2
1
1
Founder • Joined Mar 2003
Client Service Representative • Joined Mar 2020
Senior Administrator • Joined Jun 2022
Junior Paraplanner • Joined Jan 2024
Paraplanner • Joined Mar 2024
Financial Advisor • Joined Sep 2021
Junior Paraplanner • Joined Jan 2024
Paraplanner • Joined Mar 2024
Financial Advisor • Joined Sep 2021
Client Services Manager • Joined Jul 2024
Senior Administrator • Joined Jun 2022
Founder • Joined Mar 2003
Client Service Representative • Joined Mar 2020