01299 824211
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WELCOME TO Prosperity Medical Financial Services LLP
Financial Advisers in Stourport on Severn, Worcestershire
At Prosperity, our role is straightforward: we help individuals, families, and business owners make informed financial decisions that support long-term objectives.
We begin by understanding your current financial position, provide clear advice tailored to your goals, and carry out regular reviews to keep you on track — advising on any adjustments as needed.
As an owner-managed business, we deliberately limit the number of clients we take on. This allows us to provide the kind of personal, attentive service that larger firms often cannot. Our advice is grounded in experience, sound judgment, and a clear commitment to acting in your best interests.
Call us today on 01299 824211 or email us at martincleaver@prosperitymedical.co.uk and we'll be pleased to help you.
We are a firm of independent financial advisers based in the West Midlands. The firm’s roots can be traced back to 1999 when the current Managing Partner started in business as an IFA offering specialist independent financial advice to medical professionals.
The firm has evolved over the years and as well as looking after the financial affairs of a large number medical professionals it has also a number of solicitors, accountants, business owners and other high net worth individuals as clients.
Areas of advice
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Savings & Investment
Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money.
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Mortgages
Mortgages are loans which are intended to help buyers purchase residential property.
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Protection
There are events we can all face that have the potential to disrupt lives, standards of living and families.
Generally we follow this process:
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1
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Initial consultation
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A free, no-obligation meeting to understand your situation, outline how we work, and provide a guide to costs.
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2
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Engagement
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If you wish to proceed, we agree fees and complete the necessary engagement documentation.
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3
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Information gathering
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We collect full details of your financial position, objectives, and attitude to risk.
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4
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Analysis and recommendations
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We analyse your circumstances, carry out research, and prepare clear written recommendations.
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5
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Presentation meeting
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We meet again to present and discuss our advice in full.
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6
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Implementation
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If you choose to proceed, we put the agreed plans into action.
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7
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Ongoing review
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Where appropriate, we agree review dates to keep everything on track.