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 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 one of the North West’s leading financial advisory firms.

We’ve been trusted by 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 > 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

Reducing Inheritance Tax by making gifts

If the estate of a deceased individual is valued at more than the “nil rate band” of £325,000 (or £650,000 for a married couple/civil partnership) then any assets above this value are likely to suffer Inheritance Tax (IHT). This is, in the 2018-19 tax year, charged at 40 per cent. IHT can potentially be mitigated

Chief Executive’s blog February 2019

Our primary and most important value as a company is our strong family ethos. Prest Financial Planning was founded in 1961 by my father Jim and was run from the family home until I joined him in the 1980s. I am proud, too, that my daughter Hayley has represented the third generation of our family

Well done Zoe and Ashley

We wanted to share with you two great achievements by members of the Prest team, of whom we are very proud. Zoe Cullen, who has been with Prest for eight years, has recently achieved the Diploma in Financial Planning which has presented her with the opportunity to work on more technical aspects of financial planning.

Key appointments support rapid growth at Prest Financial Planning

Prest Financial Planning has boosted its operations with two significant new appointments. The Stockport firm of Chartered Financial Planners has taken on Simon Baggott as Practice and Operations Manager and David Kershaw as a Paraplanner to support its continued growth. Simon has worked in financial services for the last 14 years and is responsible for

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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