Local Life - Wigan - November 2018

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The company employ
Fellows as well as
Chartered members of
the Personal Finance
Society and believe
that the education and
development of their
people is essential if
they are to retain their
Chartered status.
With a new website
about to be launched
with the latest industry
news and comment they
are keen to promote their
professional services
and welcome new clients into the business.
David comments ‘new clients are delighted to
engage with highly qualified wealth management
professionals locally rather than having to travel
into Manchester or Liverpool which was always
historically the case ‘.
So what does a typical customer of Prosper
Wealth Management look like?
“What typifies our clients are that they have had a
successful working life and see retirement as the
beginning of a new and rewarding venture into
travel, hobbies and quality time with family”, says
David.
David continues “Ordinarily, they will have
accumulated investable assets (cash, pensions or
investments) of at least £200,000 - £250,000 which
they would like to invest and they appreciate
that the financial decisions they are taking now
are absolutely critical to sustaining their desired
lifestyle throughout retirement”.
Helped many hundreds of
clients enjoy a prosperous,
worry-free retirement
“Over the last 15 years we have been providing
life time financial planning for clients and we’ve
discovered during this time that we relish working
with individuals like this because our shared
values have formed the bedrock of a trusting,
successful and, most of all, enjoyable long
term
relationships”
says David. “We can
really make a positive
difference to our
customers’ lives”.
Should you wish to have
a meeting with one of
David’s team just give
them a call on 01257
423800 or, better still,
pop in to their new
offices in Standish.