Meet The Team
Prest Financial Services is a leading local source of expertise on financial advice for individuals – especially concerning wealth management and retirement solutions.
We are told that clients like to know more about the people they are dealing with so please find below summary ‘pen-pictures’ of each adviser.
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 Graham is a Director and Financial Adviser. He joined Prest Financial Services in 1985. Formerly he was an Inspector of Taxes. Graham is a holder of the Financial Planning Certificate (FPC), also the CFQ examination (pensions), CeMAP & ER1 examinations (mortgage adviser and equity release qualifications). He has also passed the Course for Financial Advisers in Green and Ethical Investment. His particular specialisms are in dealing with all financial aspects for small businesses and high net worth individuals/families including investments, pensions, wealth management (embracing also inheritance tax planning), as well as commercial insurance where appropriate. He has five children in all with partner, Pat; is a keen golfer and an avid Manchester United supporter.
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 Mark is a Director and Financial Adviser. He specialises in: pensions and investments. Mark is qualified to the following levels: ACII, Financial Planning Certificate, Advanced Financial Planning Certificate, G60 & CeMAP. Progressed through the Company after initially joining as a YTS in 1986. Main hobbies are playing golf and football. Has three children, Ross, Austin and Amelia and lives with his wife, Lisa.
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 Initially trained from further education in interior design, Ian moved into Financial Services in 1989, gaining experience originally with Pearl Assurance.
Three years later, he joined Prest to work alongside his father – John Drew – a financial adviser of some 40 years. After his father retired, Ian inherited the Drew client bank and continues to provide advice to these long standing clients with many becoming firm family friends over the years. For the last 16 years, Ian has worked alongside Graham and Mark and has become an integral part of the business.
Ian is qualified to the full Financial Planning Certificate (FPC), passing also the CF9 (Pensions), ER1 (Equity Release), CeMAP (Mortgages). Ian has also completed the course for Financial Advisers in Green and Ethical Investments.
Ian advises on all aspects of wealth management for individuals and businesses, including Pensions and Investments embracing inheritance tax (IHT) planning. Ian also deals with mortgage advice, life assurance and commercial & household insurance.
Away from work, Ian spends some considerable time on charity work, organising various events for the Aimee Drew Trust as well as performing in his alter ego as a 70’s DJ. Ian has two sons – Jack & Harrison – and lives with his fiancée Joanne. Ian is a keen sportsman and footballer and an avid follower of Huddersfield Town Football Club!
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 After gaining a degree from Lancaster University in Economics and Marketing, Andy worked in the distribution arms of a music company and a pharmaceutical wholesaler before heading towards a career in Financial Services.
He started off in the technical department of a Final Salary Pension Trustee before moving to work for an IFA company where in 1995 he took on his first role as an IFA.
Andy Joined PFSL in 2003 and having already achieved the status of an FSA recognised Pension Transfer Specialist is currently studying to achieve his Diploma in Financial Planning.
Andy is married with two daughters and says he spends his spare time fighting the middle-aged trauma of his body trying to fall apart.
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Prest Financial Services offers a strict 'client value proposition'. Click here to see.
Back to top
Meet The Team
Prest Financial Services is a leading local source of expertise on financial advice for individuals – especially concerning wealth management and retirement solutions.
We are told that clients like to know more about the people they are dealing with so please find below summary ‘pen-pictures’ of each adviser.
|
|
|
|
|
Graham is a Director and Financial Adviser. He joined Prest Financial Services in 1985. Formerly he was an Inspector of Taxes. Graham is a holder of the Financial Planning Certificate (FPC), also the CFQ examination (pensions), CeMAP & ER1 examinations (mortgage adviser and equity release qualifications). He has also passed the Course for Financial Advisers in Green and Ethical Investment. His particular specialisms are in dealing with all financial aspects for small businesses and high net worth individuals/families including investments, pensions, wealth management (embracing also inheritance tax planning), as well as commercial insurance where appropriate. He has five children in all with partner, Pat; is a keen golfer and an avid Manchester United supporter.
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Mark is a Director and Financial Adviser. He specialises in: pensions and investments. Mark is qualified to the following levels: ACII, Financial Planning Certificate, Advanced Financial Planning Certificate, G60 & CeMAP. Progressed through the Company after initially joining as a YTS in 1986. Main hobbies are playing golf and football. Has three children, Ross, Austin and Amelia and lives with his wife, Lisa.
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|
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Initially trained from further education in interior design, Ian moved into Financial Services in 1989, gaining experience originally with Pearl Assurance.
Three years later, he joined Prest to work alongside his father – John Drew – a financial adviser of some 40 years. After his father retired, Ian inherited the Drew client bank and continues to provide advice to these long standing clients with many becoming firm family friends over the years. For the last 16 years, Ian has worked alongside Graham and Mark and has become an integral part of the business.
Ian is qualified to the full Financial Planning Certificate (FPC), passing also the CF9 (Pensions), ER1 (Equity Release), CeMAP (Mortgages). Ian has also completed the course for Financial Advisers in Green and Ethical Investments.
Ian advises on all aspects of wealth management for individuals and businesses, including Pensions and Investments embracing inheritance tax (IHT) planning. Ian also deals with mortgage advice, life assurance and commercial & household insurance.
Away from work, Ian spends some considerable time on charity work, organising various events for the Aimee Drew Trust as well as performing in his alter ego as a 70’s DJ. Ian has two sons – Jack & Harrison – and lives with his fiancée Joanne. Ian is a keen sportsman and footballer and an avid follower of Huddersfield Town Football Club!
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After gaining a degree from Lancaster University in Economics and Marketing, Andy worked in the distribution arms of a music company and a pharmaceutical wholesaler before heading towards a career in Financial Services.
He started off in the technical department of a Final Salary Pension Trustee before moving to work for an IFA company where in 1995 he took on his first role as an IFA.
Andy Joined PFSL in 2003 and having already achieved the status of an FSA recognised Pension Transfer Specialist is currently studying to achieve his Diploma in Financial Planning.
Andy is married with two daughters and says he spends his spare time fighting the middle-aged trauma of his body trying to fall apart.
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Prest Financial Services offers a strict 'client value proposition'. Click here to see.
Back to top