About Us

One of the reasons that our clients are comfortable with Prest Financial Services, is because we have a proud record of achievement that stretches back over nearly fifty years.

Having the confidence to know that you are dealing with an established Firm certainly helps – but it is also reassuring that the Company has not stood still, but developed to react to changing markets.

All our Advisers keep abreast of latest developments through appropriate professional qualifications and training.

In the beginning…

In 1961, the business began under the direction of Jim Prest (Father of Graham Prest). Such family-roots, help to highlight close personal relationships with advisers that all of Prest Financial Services’ clients benefit from.

The Firm has always been based in Hazel Grove in Stockport, and the office location is easily found on the main A6 arterial route just south of the Town’s Centre.

From humble beginnings in insurance, the Prest family have created a solid Company offering reliable, independent financial advice. Graham’s expertise on personal taxation matters has supplemented the advice that the firm are able to offer their clients.

Mark Livesey joined in 1986, and in 1999 became a Co-Director. Ian Drew and Andy Jones complement the current team of four advisers.

Our advisers are happy to meet with clients at a day, time and location most convenient. Meetings are mostly conducted by prior appointment at the Prest offices in Hazel Grove.
We believe that Prest Financial Services is considered to be one of the leading local sources of expertise on financial advice for individuals – especially concerning wealth management and retirement solutions.

It is appreciated just how hard a decision it can be to either “hang up your boots” or simply plan to move on. There can be numerous reasons why an IFA decides for change but it is often that a retirement is looming that give rise to Prest Financial Services being approached to help out. Read about Prest's acquisition strategy by clicking here.

Meet the team….