Prest are proud of both our long history and of the fact that we have remained a family run and focused business for the last five decades, but we’re also proud that we’ve moved with the times, embracing new planning processes, new investment models and new ways to make sure we’re working as hard as we possibly can for our clients.
Our history began in 1961, when Jim Prest established a small financial services firm with the aim of providing excellent financial advice to the North West.
The company quickly gained a solid reputation for providing reliable, independent financial advice, supplemented by Graham Prest’s expertise on personal taxation matters.
In 1986 Mark Livesey joined the company, and in 1999 he was invited to become a Co-Director, alongside Graham.
Today, we’re still based in Stockport, with a growing team of 21, including seven professional advisers, dedicated solely to serving our clients needs. Feel free to take a tour of our offices below.