Top 100 UK Financial Advisory Firms 2018
In October 2018 we were named by leading industry publication New Model Adviser (NMA) as one of the Top 100 advisory firms in the country, after a substantial analysis process which featured reviews by leading auditors. This is the fifth time we have been listed, and we were one of just three Greater Manchester firms to make the cut in 2018. Announcing the latest Top 100, NMA editor Will Robins said, “I think it is fair to say firms that have established a successful approach and positive culture over the long term have made regular appearances on this list.”
Money Age Awards 2018
In 2018 we were shortlisted in the Medium-to-Large Financial Adviser of the Year category of the MoneyAge Awards. Prest Financial Planning was one of only two North West-headquartered businesses to be shortlisted in this category. The MoneyAge Awards celebrate excellence, professionalism and innovation in the personal finance sector. The scheme is operated by City of London-based Perspective Publishing, publisher of www.moneyage.co.uk, which has been running awards schemes linked to its stable of business-to-business publications since the late 1990s.
Top 100 UK Financial Advisory Firms 2013, 2014, 2015 and 2016
Corporate Chartered Status
In October 2012, Prest were awarded the much coveted Corporate Chartered Status. The title of Chartered Financial Planners (awarded by the Chartered Insurance Institute) is given to relatively few firms in our industry and is a public declaration that the firm is of the highest quality, signifying that the business and its staff are governed by a strict Code of Ethics. The Chartered title is an ongoing commitment to an overall standard of excellence and professionalism and Prest continue to be extremely proud of our Chartered status.
Top 10 North West Advisory Firms 2012
In May 2012 Prest were nominated by leading industry publication New Model Adviser as one of the top ten leading Independent Financial Advisory firms in the North West.