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.
The firm takes a holistic approach to financial planning, discovering clients’ needs, goals and aspirations and developing long-term plans to meet these. These plans are then implemented, managed and kept under lifelong review.
Prest takes a “plan first, product second” approach. However, the successful management of a financial plan usually requires the implementation of a range of investments and financial products, and the firm’s expertise in the various options available is second-to-none.
Prest has particular expertise in all forms of retirement planning including, where appropriate, pension transfers. It also specialises in estate/inheritance tax planning and intergenerational wealth transfer and is a leading authority on the funding of long-term residential care.
Another notable strength is ethical/socially responsible investment, an area that has been spearheaded by the firm’s chief executive, Graham Prest. All of this, crucially, is carried out in pursuit of a detailed lifelong financial plan.
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.
