Reflections on a merger
In August 2010 Prest Financial successfully completed the merger and acquisition of the clients of Stockport based A J Smith & Co.  Here Andrew Smith the former proprietor of A J Smith & Co reflects on the experience of selling his business........  read more
 
50th Anniversary Celebrations

September 2011 saw Prest Financial celebrate their 50th Anniversary in style whilst formally opening their new location....
read more

 
 Reflections on a merger
In August 2010 Prest Financial successfully completed the merger and acquisition of the clients of Stockport based A J Smith & Co.  Here Andrew Smith the former proprietor of A J Smith & Co reflects on the experience of selling his business........  read more
 
50th Anniversary Celebrations

September 2011 saw Prest Financial celebrate their 50th Anniversary in style whilst formally opening their new location....
read more

Click on the image below to view a map of our new address and location.

Click on the image below to view a map of our new address and location.


 


 

UPDATE

"Prest Financial are actively looking to talk to other IFA Practitioners and firms during 2012 in the lead up to RDR.

Whether you are looking to sell, merge or simply share costs then why not email or give Graham Prest a call to discuss your circumstances  - graham.prest@prestfinancial.co.uk (mobile) 07836 578728."

"Prest Financial are actively looking to talk to other IFA Practitioners and firms during 2012 in the lead up to RDR.

Whether you are looking to sell, merge or simply share costs then why not email or give Graham Prest a call to discuss your circumstances  - graham.prest@prestfinancial.co.uk (mobile) 07836 578728."

 
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 has developed to react to changing markets.

Prest Financial Services is a leading local source of expertise on financial advice for individuals especially concerning wealth management and retirement solutions.
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 has developed to react to changing markets.

Prest Financial Services is a leading local source of expertise on financial advice for individuals especially concerning wealth management and retirement solutions.
 
 
 
 
WHAT OUR CLIENTS SAY:

Feedback from clients tells us that they value our professionalism, diligence and transparency and see us as their first point of call for competent, trusted financial advice.

“My investments were left in a complete and costly mess by my previous advisers.  Since I went to Steve Monk of Prest Financial they have been rearranged into an orderly, easy to manage, way that suits my needs now and in the future by only using appropriate products and funds that pass their detailed analysis”
J W of Chelford, Cheshire.

“We have been clients of Prest Financial for a number of years and have always found our adviser Steve Monk to be a source of sound advice, enabling us to take early retirement.  We have seen a steady return on our investments thanks to Steve’s advice and recommendations – this is especially reassuring in these difficult times.  We can heartily endorse Steve’s expertise in managing our financial matters”
Anthony and Penny Woodyer
of Keswick, Cumbria

“My wife Jenny and I would like to express our gratitude to Mark Livesey and Prest Financial for all the help that we have been given in arranging our investments.  As you are aware, Andrew Smith looked after our investments for many years and we were a little apprehensive when in 2010 Andrew announced his impending retirement.  The handover to Prest Financial has been seamless and we are delighted with the service that we have and are continuing to receive.  I am happy to recommend your firm to anyone”
John R Hardy of High Lane,
(retired Solicitor).

“I contacted Prest Financial in May 2011 to arrange an initial meeting to discuss my pension planning.  I was really impressed with the first class service received throughout and would highly recommend Jan Robinson and Prest Financial to anyone “you cannot improve on perfect service”
Colin Booth, Offerton, Stockport

Feedback from clients tells us that they value our professionalism, diligence and transparency and see us as their first point of call for competent, trusted financial advice.

“My investments were left in a complete and costly mess by my previous advisers.  Since I went to Steve Monk of Prest Financial they have been rearranged into an orderly, easy to manage, way that suits my needs now and in the future by only using appropriate products and funds that pass their detailed analysis”
J W of Chelford, Cheshire.

“We have been clients of Prest Financial for a number of years and have always found our adviser Steve Monk to be a source of sound advice, enabling us to take early retirement.  We have seen a steady return on our investments thanks to Steve’s advice and recommendations – this is especially reassuring in these difficult times.  We can heartily endorse Steve’s expertise in managing our financial matters”
Anthony and Penny Woodyer
of Keswick, Cumbria

“My wife Jenny and I would like to express our gratitude to Mark Livesey and Prest Financial for all the help that we have been given in arranging our investments.  As you are aware, Andrew Smith looked after our investments for many years and we were a little apprehensive when in 2010 Andrew announced his impending retirement.  The handover to Prest Financial has been seamless and we are delighted with the service that we have and are continuing to receive.  I am happy to recommend your firm to anyone”
John R Hardy of High Lane,
(retired Solicitor).

“I contacted Prest Financial in May 2011 to arrange an initial meeting to discuss my pension planning.  I was really impressed with the first class service received throughout and would highly recommend Jan Robinson and Prest Financial to anyone “you cannot improve on perfect service”
Colin Booth, Offerton, Stockport

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