Matt Bell is the CEO of Prosperity Wealth, a member of our investment committee, and also a Fellowship Chartered Financial Planner.
Having qualified as a Financial Adviser in 2001, he advises mostly business owners with their personal financial needs, business and succession plans, and employee benefit strategies.
Matt became the CEO of Prosperity Wealth in 2012 and has helped the firm grow into one of the largest IFA companies in the Midlands. He attributes this growth to our strong client-focused culture, embracing technological improvements and ensuring that our focus is on helping clients reach their financial plan and objectives. He believes Prosperity’s focus should always be on what the clients are trying to achieve and how they can reach these goals.
Matt wants to ensure that Prosperity Wealth is viewed differently from the old reputation of financial services being solely focused on products and sales.
Matt is also a member of the Prosperity Wealth ‘BIT’ Team. The ‘Business Improvement Team’ focus their time on how to improve the service we provide to our clients and how we can help more within our local community. The charity work of the team has resulted in Prosperity Wealth being awarded one of the Birmingham Children’s Hospitals ‘100 Heroes’ of 2020. The team has also received recognition for their work with the local food bank.
Testimonial
"Matt has been our advisor for over 15 years and I believe he has always given us the best advice for our situation. Over the years Matt has got to know us and his advice reflects our relationship and his market knowledge. Matt is always honest and adheres to strong moral and ethical principles. I would summarise that with one word - integrity"
Sally Palethorpe
Testimonial
"We feel Matt gives us an excellent service in every aspect of Financial advice. Keeps us updated and answers any questions we may have promptly and clearly".
Robert & Gail Goodman
Testimonial
"Matt explains things very well, is charming and efficient but always keeps things simple.
Prosperity, as a business is always responsive, helpful and very well organised. I would have no hesitation in recommending Prosperity to anyone seeking assistance from a financial advisor and indeed, I have done this on several occasions".
Paul Dickins
