Introduction to Wealth Management

I have worked since first leaving school and have always paid into available pension schemes. Having had several jobs, I had a real mix of policies and funds and had given no thought to how these should be managed. One policy in particular was worth quite a bit of money, but the returns on it were very poor. An “independent financial advisor” contacted me about this policy for a meeting. Although I did speak to him, I wasn’t entirely convinced that he had my interests at heart. I knew that Rich already managed private pensions and other investments for several of my friends so I sought a second opinion from him.

We have invested through Prosper for a number of years now and highly recommend their services and very much value our advisers professionalism and integrity . The personal service delivered by Richard Noone gives us a great deal of confidence and we appreciate and more importantly value his knowledge and skill. Our investments are reviewed regularly to ensure that we maintain a balanced portfolio and his advice is always clearly and thoughtfully explained .

“When my clients ask me to recommend an Independent Financial Adviser I do not hesitate to send them to see David Barton at Prosper. He is friendly, down to earth and approachable and has never let me down.”
 

"I have worked with David Barton of Prosper IFA Ltd for over 10 years and have been delighted with the advice and ongoing service that he has given to me as a trustee and to my clients. David’s higher level qualifications within the trust, taxation and investment advice sector enables me to refer clients with very sophisticated planning requirements in the knowledge that they will be looked after. Our clients are always handled professionally and more importantly in a very friendly and open manner which put’s them at ease."

"I have always found David to be a reliable, conscientious adviser who always acts with integrity and puts clients at their ease. He has demonstrated over a number of years that he has particular expertise when dealing with the intricacies of inheritance tax planning and trustees' duties and investment needs. He builds up strong long term relationships by offering sensible down-to earth investment advice and backs that up with impeccable administration and a proactive review service."
 

"We have been clients of David Barton at Prosper for some considerable time. We have been more than pleased with the expert advice and guidance given, the total planning done for us, and consequently the financial gains far exceed our expectations, especially in today’s volatile market.  We have found Prosper very efficient with good communication with all of our dealing, and yet maintaining a personal and friendly service."

“In 2003 we transferred our financial interest to Prosper Independent Financial Advisers Ltd.  David Barton visits us regularly to update us on our investments.  To date we have been very satisfied with his recommendations which have enabled both me and my wife to enjoy the financial comforts in retirement.  We have recommended relations and friends to his company.  In conclusion we find the company friendly, helpful and understanding of our needs. They offer and explain sound financial advice and are very professional with all the dealings.  We would not hesitate to recommend them to perspective clients.”

"Whenever my clients ask me for any financial advice on pensions or investments I always point them in the direction of David. As Prosper is an independent organisation, I can rest assured that David gives my clients the best possible advice to suit their needs and requirements. David’s team are extremely professional, reliable and trustworthy. Feedback from my clients tells me that Prosper manage them with the utmost courtesy. I never recommend people lightly; my reputation and the perception of my brand are important. I have no qualms whatsoever working alongside David and his team."