Prosper Wealth Management
We are a local firm of Chartered Wealth Managers with a national reputation for delivering outstanding financial planning advice to clients who are either approaching or are now in retirement. Our foundations are built upon integrity, professionalism and impartiality. Our aim is to help retirees make the right decisions to enable them to achieve their goals throughout retirement. Having our team of experts behind them gives clients peace of mind and allows them to focus on the really important things such as family, holidays and generally enjoying a full and active retirement.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
23
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CG
Catherine Gunnell
Senior Administrator · Operations
EmailPhone - CD
Claire Daniels
Client Services Manager · Customer/Client Service
EmailPhone - DW
David Wilson
Financial Advisor · Finance & Accounting
EmailPhone - DB
David Barton
Founder · General Business & Management
EmailPhone
Showing 4 of 9 verified contacts
Top roles at Prosper Wealth Management
7 distinct titles indexed · top 7 shown.
- 1client services administrator
- 1client services manager
- 1financial advisor
- 1founder
- 1paraplanner
- 1pension consultant
- 1senior administrator
Sign up to unlock all 9 contacts at Prosper Wealth Management
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