Stockport IFA | Cheshire IFA Financial Advice by Prest Financial Services

Our culture as a firm represents our core values.

We treat everybody as we would a member of our own families.

Prest Financial has an identifiable family history & everyone working in the business is part of that family.

When someone is or becomes a client of Prest Financial they join that family too.

Welcome

Established in 1961, Prest Financial Planning are one of the North West’s leading financial advisory firms.

We’ve been working with clients for over five decades because we understand just how important decisions and life events like retirement and long-term investments are to you.

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Prest Financial Planning, James Prest House, Station View, Hazel Grove, Stockport SK7 5ER

Prest Financial Planning is a trading name of Prest Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

Full details of the FOS can be found at www.financial-ombudsman.org.uk.

Registered in England: 3677696

View our Privacy Notice

A ClientsFirst creation

About us

Based in Hazel Grove, Stockport, Prest were established by Jim Prest in 1961 with the aim of providing expert financial advice with a personal touch and a clear understanding of how we could help our clients to achieve their life goals.
Five decades later, we’re still doing exactly that.

Read more about Prest > Read more about the Prest team > Discover our core values > Our awards and accreditations > Visit our careers page to see if we’re hiring > Our clients say > >

Prest Financial Planning is a trading name of Prest Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

Full details of the FOS can be found at www.financial-ombudsman.org.uk.

Registered in England: 3677696

View our Privacy Notice

A ClientsFirst creation

What we do

It all starts with a conversation…

Our role in helping you to plan for your financial future follows a clear and established process but it all starts with a conversation. You need to be sure we are right for you and it’s important that we’re clear on how we can help you.

Read more about what we do > Read more about our financial planning > Read more about how we manage your money >

Prest Financial Planning is a trading name of Prest Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

Full details of the FOS can be found at www.financial-ombudsman.org.uk.

Registered in England: 3677696

View our Privacy Notice

A ClientsFirst creation

Who we work with

We strongly believe that financial advice is something that everyone should have access to, which is why we work with a range of individuals across all ages, business sectors and life situations. We’re often consulted by retirees, business owners and other professionals.

Learn about the work we do for retirees > Learn about how we help business owners plan for the future > Discover our approach to planning for your retirement > Read more on how we help professionals >

Prest Financial Planning is a trading name of Prest Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

Full details of the FOS can be found at www.financial-ombudsman.org.uk.

Registered in England: 3677696

View our Privacy Notice

A ClientsFirst creation

News

How pensions can pass wealth down the generations

The way we advise retired clients who are taking a “drawdown” income from a defined contribution pension fund was turned on its head four years ago. Previously the most common advice to clients with other liquid assets had been to spend their pensions first. Any unspent pension funds were taxed at a rate of 55

Chief Executive’s blog November 2018

All the staff at Prest Financial Planning take our firm’s core values very seriously. We have put a great deal of time and thought into developing these values and they affect every aspect of how we conduct ourselves in relation to clients, colleagues, suppliers, business partners and contact with the wider community. Our core values

How to fund school fees

Working out the best way to pay for a child to be educated privately can stretch most parents’ and grandparents’ skills with a slide rule to breaking point. Even for those with very high earnings, paying fees that can amount to tens of thousands of pounds per year out of regular income can be a

Prest Financial Planning named in New Model Adviser “Top 100” UK advice firms

A Hazel Grove, Stockport firm of Chartered Financial Planners has been named as one of the UK’s Top 100 financial advice firms by an authoritative industry publication. Prest Financial Planning is one of just three firms in Greater Manchester, and seven in the North West, to feature in New Model Adviser magazine’s 2018 “Top 100”

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Prest Financial Planning is a trading name of Prest Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

Full details of the FOS can be found at www.financial-ombudsman.org.uk.

Registered in England: 3677696

View our Privacy Notice

A ClientsFirst creation