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.

Click Here to Scroll down and learn more about the work we do with clientsNEXT

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

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

Chief Executive’s blog April 2019

In my last blog I wrote about Prest’s primary core value, which is “family”. This time I want to concentrate on another value that underlies everything we do as a firm: “integrity”. We summarise this value in the following way: “We are committed to bringing the highest standards of trust, professionalism and knowledge to bear

Introducing… Shelby Gillespie

At work When did you join Prest? One year ago in June! What is your role here? Administration Team Leader How would you explain what you do for a living to an eight-year-old? I help people make the best use of their money. What has been your proudest moment while working for Prest? Being promoted

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

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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