Prest Financial Planning is a firm of Chartered Financial Planners – a title conferred on elite firms by the Privy Council. Prest has been based in Hazel Grove for more than half a century and serves a loyal client base of business owners, professionals and retired high net worth individuals based mainly in Stockport, South Manchester and Cheshire.
The firm develops and implements comprehensive financial plans and investment strategies that enable clients and their families to meet their lifetime goals and objectives. It manages funds worth more than £350 million on behalf of clients, relationships with a number of whom span several generations.
It has particular expertise in transfers from Defined Benefit (final salary) pension schemes, with highly qualified specialists who provide independent, authoritative advice on the suitability of exchanging a guaranteed lifetime income for a lump sum that could benefit from the recently introduced “pension freedoms” legislation. In cases where transfers are found to be suitable, Prest implements lifelong investment strategies and provides inter-generational wealth planning advice to ensure transferring remains the appropriate choice.
Another specialist area is socially responsible investment. The firm has a long track record of advising clients on green and ethical options that can generate the investment performance they desire without compromising their socially responsible values.
Prest also provides expert, highly qualified advice on the funding of long-term care.
Prest Financial Planning was established in 1961 by James Prest, the father of its current Chief Executive Graham Prest. After more than five decades Prest retains a strong family ethos that defines all of its relationships with staff, clients and business partners.
Important: This listing is not intended as an inducement or invitation to buy or sell securities or to engage investment activity. Past performance is not a guide to future performance. The value of investments, and any income from them, can fall as well as rise so investors could get back less than the value of their initial investment.
Prest Financial Planning is a trading name of Prest Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. Company registered in England 3677696.