Three new appointments have been made at Prest Financial Planning to support the Stockport firm’s fast and continued growth.
These appointments will further strengthen the support team at Hazel Grove based Prest which added another £50m in new funds under management in 2017 and now manages assets of more than £350 million on behalf of its clients.
Last year Prest Financial Planning enjoyed a record 12 months in terms of new funds under management and has recruited Emma Hilton, Shelby Gillespie and Beth Torkington to its financial planning support team. They join an existing 12-strong financial planning support, administration and para-planning department, bringing the firm’s total headcount to 22.
All three new recruits have significant financial services experience, gained in a variety of settings.
Emma Hilton has 20 years’ experience working in support roles in financial advice firms, in roles that encompassed both administration and paraplanning. Shelby Gillespie, meanwhile, spent the eight years prior to joining Prest working for a building society, during which time she gained not only broad financial services experience but also highly developed customer care skills.
Beth Torkington has more than five years’ experience working in both administration and customer-facing roles at financial advice and discretionary investment management firms. Prior to that she worked in the publishing industry, so she also brings a valuable alternative perspective to her role.
Lisa Livesey, Financial Planning Administration Team Manager at Prest Financial Planning, said
“Prest has had a really successful few years in terms of new business, and we added £50 million in new funds under management last year alone. This has naturally put pressure on our support team so I am really pleased to welcome Emma, Shelby and Beth on board.
“All three have really valuable skills and experience to bring to the table and will be real assets to us. I know they were all attracted by Prest’s family ethos and our focus on career and skills development, and I look forward to working with them to continue to provide clients with the very highest standards of service over the years to come.”
Prest are now seeking another financial planner to join their existing team
As well as the recent additions to its support team, the firm is also aiming to appoint another highly qualified financial planner in the near future. Graham Prest, Chief Executive, said,
“We are looking for someone who is either already a Chartered Financial Planner or well on the way to attaining Chartered status.
“They also need to be committed to the principles of true, long-term financial planning and to want to join a firm that combines the highest standards of professionalism with a close-knit family culture. If that sounds like you then please get in contact with us.”
Prest Financial Planning has been established for more than half a century and provides comprehensive, lifelong independent financial advice to a growing, loyal clientele of individuals and families, predominantly in Greater Manchester, Cheshire and the surrounding area. Specialist areas include retirement planning, pension transfers, estate and inheritance tax planning, long-term care funding and ethical investments.
Pictured left-to-right are: Lisa Livesey, Beth Torkington, Shelby Gillespie, Emma Hilton and Graham Prest.