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Working with Prosperity Investment Management has been a huge benefit to us since meeting in 2017. Our UK Pensions were transferred into a Malta QROPS by Warren, since this was completed we are not only enjoying a Tax efficient income, we are enjoying a greater annual performance than we ever received from our previous pension company. We can only put this down to Warren’s experience and ability to make the right investment decisions according to the stock markets, it’s a shame we weren’t introduced to Prosperity sooner. We are extremely delighted with Prosperity Investment Management.
Meeting with Prosperity and Warren has made me feel extremely assured. I sold my business and wasn’t entirely sure what to do with the proceeds. I also felt slightly uneasy, because working on the business was all I'd known for the last 30 years. Quickly, I felt better and under more control of the future. We put together a strategy where my capital could grow in a tax-efficient environment and I could also benefit from my investments generating income to fund my lifestyle. Having my investments here worked really well alongside the tax advice I got from my accountant and the two paired up brilliantly.
Prosperity provided a completely different approach to previous wealth managers I’d worked with before. They considered my objectives and what I wanted to build as a legacy, not just for now, but for my children and my grandchildren. I’ve ended up feeling like I've got a really solid, financial plan in place and comfortable that I've got all the support needed if anything crops up or my circumstances change in the future.