Financial adviser in Stockport. Pensions, investments and inheritance tax.

Our culture as a firm represents our core values.

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

Prest Financial has a proud 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 Chartered Financial Planners and one of the North West’s leading firms of financial advisers.

We have been trusted by clients for more than five decades because we understand just how important your retirement, investments and long-term financial well-being are to you and your family.

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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 to provide expert financial advice with a personal touch that would enable our to clients 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 > Chartered Financial Planners > 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

Introducing… Ashley Baker

At work When did you join Prest? July 2017. What is your role here? I’m a Financial Planner. How would you explain what you do for a living to an eight-year-old? I look after the pennies for the bank of Mum and Dad. What has been your proudest moment while working for Prest? Having the

What is cash flow planning and why does it matter to you?

Cash flow modelling sits at the heart of modern financial planning. It is something to which we are committed at Prest because we believe it plays an irreplaceable role in making it possible to have genuinely informed conversations about virtually all aspects of a client’s financial future. At Prest we use a sophisticated software system

Chief Executive’s blog June 2019

In recent blogs I have looked at the importance to our business of Family and Integrity. In this month’s article I am going to explore the role of another of Prest Financial Planning’s core values: “Transparency”. We are, as a business, committed to be easy to do business with and to ensure our dealings with

Checklist for the new tax year

The new tax year began on 6 April. This has a number of implications for the various forms of tax relief and allowance from which you could benefit. Any allowances that you used up in full during 2018/19 have now been reset and you can begin using them again. But what if you did not

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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

Contact

Prest Financial Planning
James Prest House
Station View
(off Bramhall Moor Lane)
Hazel Grove
Stockport
SK7 5ER

Tel: 0161 456 7890
Fax: 0161 483 4423
email: info@prestfinancial.co.uk

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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