Business Overview

Prest Financial are a longstanding Hazel Grove based firm (now Chartered Financial Planners) who have an excellent reputation for providing ongoing, experienced, knowledgeable advice to many medium to high networth individuals and small to medium sized business owners in the Stockport area.

The Prest philosophy is to put our clients and their interests at the heart of everything we do.  We try to treat people as we would like to be treated ourselves and take pride in delivering an excellent service.

Prest have particular expertise in managing pensions and investments and our highly qualified adviser team are dedicated to growing and protecting our client’s wealth.

What is Wealth Management?
Wealth Management covers a range of issues some of which are not immediately obvious from its basic description.

Protecting existing wealth is often the first priority and this can be achieved by ensuring monies are invested as tax efficiently as possible and in a manner which avoids any inappropriate level of downside risk.

Following on from protecting existing wealth is the desired accumulation of additional wealth by further tax efficient savings and investment growth – this strategy needs careful consideration and planning with a clear understanding of personal goals, financial circumstances and investment timescales.

There comes a point in most people’s lives where wealth accumulation reaches a peak and there is a move towards de-cumulation and starting to enjoy the fruits of our labours. Here again there is a need to maximise the tax efficiency of any income withdrawals and to ensure the right choices are made regarding income extraction.

The final piece of the jigsaw is Inheritance Tax planning and the need to debate how best to pass on wealth to the next generation and beyond – the issues of ongoing financial control versus avoidance of IHT can be complex and need careful consideration.

Independent Financial Advisers are best placed to provide unbiased holistic advice with an ability to look closely at the bigger picture and give the right advice to their clients.

Prest are Chartered Financial Planners and specialists in Wealth Management with vast knowledge and experience amongst their adviser team.

This family firm was founded in 1961 and prides itself in the way it services and treats its clients some of whom now stretch back 3 generations.

Total funds under management exceed £200 million and this has enabled Prest to develop and devote the resources necessary to manage their clients’ wealth in a professional and highly competent manner whilst retaining the personal touch and relationships with their customers so essential to a durable trusting relationship.

Key People
Graham Prest Director
Qualified Financial Planner
Mark Livesey Director
Chartered Financial Planner

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    0161 451 0770

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    Pepper House,
    1 Pepper Road Hazel Grove,
    Stockport, SK7 5DP