Levi B.
Independent Financial Advisor @Prosperity Ifa
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WORK HISTORY
Independent Financial Advisor @Prosperity Ifa
These are examples of the value of the advice we provide:The fact find stage “getting to know you” –helps us to understand your goals and the provision that you have made so far.We can then begin the process of building your “personal financial plan”- this is the first step helping you to build confidence in your future.Using our “robust Investment Process” – we will be able to show you how we add value in ways such as keeping you on track and avoiding the costly mistakes made by many investors.A key element of this is “your overall risk level” - using modern technology and our expertise we will accurately assess your need for, attitude to and capacity to tolerate risk.This will make sure your plan meets both your short term and long term needs.By using “diversified portfolios” – we avoid you “having all your eggs in one basket”We “locate and combine” the best range of options and products to meet your needs in combination with your existing portfolio. We use technology to screen over investment products saving you time and money and giving you confidence.Our “rebalancing process” will ensure your Financial Plan stays on track – with the aim of delivering returns in line with expectations, while keeping your investment risk profile constant.Our “regular review Service”- will help ensure you stay on track and that you don’t miss out on opportunities – like tax reliefs that once lost are lost forever.As “professionally qualified” advisers we stay up to date with tax rules, legislative changes and product innovations – we can help maximise the effectiveness of your financial plan.As part of “our service” we can help ensure your investments have cover under compensation schemes – so the risk of loss from fraud etc. is lowered.“Our service” includes the use of modern technology platforms to keep your investments in one safe place – providing high value, quick ways to move between investments if needed.
EDUCATION
Chartered Insurance Institute
Level 4
University of London
Accounting and Finance (Academic direction from LSE)
Chartered Insurance Institute
CII Cert (MP)
Chartered Insurance Institute
Cert CII (SMP) Advanced Mortgage Advice
Chartered Insurance Institute
Cert CII (ER)
ABOUT LEVI B.
Levi is a trusted and experienced Independent Financial Advisor dedicated to helping…
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