Our People

Advisers

Graham Prest
DipFA
Managing Director & Financial Planner

Graham is Managing Director of Prest Financial Planning, having been with the firm since 1985.  Graham is the son of the business founder, Jim Prest, and the driving force behind the firm on a day-to-day basis. Graham’s expertise extends to business and taxation planning as well as investments, pensions, wealth management in general and inheritance tax planning.  He also specialises in SIPP/SSAS arrangements including pension property purchase. 

Graham is a specialist adviser in the field of green and ethical investments and deals in particular with all financial aspects of businesses and high net worth individuals. Graham and his partner Patricia have five children between them and they both enjoy spending time in Portugal where they have a villa. When closer to home, Graham remains an avid follower of Manchester United FC and is a keen (although increasingly incompetent) golfer when he manages to make it out of the office and onto the course. 

 

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Mark Livesey
FPFS, ACII
Director & Chartered Financial Planner

Mark joined Prest Financial Planning in 1986 and was invited to become Director of the Company in 1999. Following many years of study, Mark attained Chartered Financial Planner status in November 2011. He then went on to attain his fellowship of the CII in 2012, which is universally regarded as the premier qualification for those working within the financial services industry. 

Mark specialises in all areas of financial planning, including taxation and trusts, retirement planning, and all forms of investment and savings advice.  Mark also enjoys addressing more complex financial planning needs, leading him to assist many individuals in the medical profession. 

Originally from Manchester, Mark now lives in Prestbury, Cheshire with his wife Lisa and their three children. In his spare time, Mark enjoys keeping fit either in the gym or playing football regularly. He’s also a long time Man City supporter, so has experienced the suffering as well as their more recent victories! 

 

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Jan Peter Robinson
APFS
Director & Chartered Financial Planner

Jan joined Prest Financial Planning in 2010 and became a Director in July 2014. 

Jan has been practising as an Independent Financial Adviser since 2003 and achieved Chartered Financial Planner status in June 2014.

Jan advises on all aspects of financial planning for individual and corporate clients, including pensions, investments, inheritance tax planning and protection, and has forged strong relationships with local accountancy practices and professional connections who understand the ways their clients can benefit from financial planning.

Jan and his wife Debbie are kept busy with their two young children, Penny and Theo. In his spare time Jan enjoys playing golf, watching football and keeping fit. 

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Ian Drew
CeMAP, MIFS, DipFA
Financial Planner

Ian forged a career in financial services in 1989 and joined Prest Financial Planning three years later to work alongside his father, John Drew.  When John retired, Ian continued with at Prest, where he has now worked alongside Graham and Mark for more than a quarter of a century. 

Ian has achieved the Diploma in Financial Planning and has a wealth of experience in dealing with individuals and also businesses. Ian’s expertise includes pensions, investments and inheritance tax planning. Ian also offers mortgage and life assurance advice. 

Away from work, Ian spends time organising events in support of his children’s charity, the Aimee Drew Trust, as well as performing in his alter-ego as a 1970s DJ!  It was due to Ian’s commitment to his charity that he was invited to 10 Downing Street to meet George Osborne in recognition of his work. Ian is a keen sportsman with a love of football. He has two sons, Jack and Harrison, and lives in Marple with his wife, Joanne. 

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Joe Rose
FPFS, Cert CII (MP&ER), SOLLA Accredited Later Life Adviser
Chartered Financial Planner

Chartered Financial Planner Joe Rose has a wealth of knowledge and experience gained over almost two decades years in financial services. After completing his Economics degree in 2001, his career began in mortgages, moving into investments with a major bank and latterly at a large life and pensions office supporting law firms in Greater Manchester.

As a Society of Later Life Advisers (SOLLA) accredited specialist, Joe is committed to ensuring his clients receive the highest levels of advice. Joe achieved Chartered Financial Planner status in 2013 and went on to achieve Fellowship of the CII in 2016. He uses his knowledge to inform and advise clients on investments, inheritance tax planning, retirement planning, equity release and long term care fees planning utilising advanced cash flow planning techniques. Joe is also a qualified pension transfer specialist.

Outside of work, Joe’s time is largely spent with his wife Maxine and their three young children, Miles, Blake and Mia. When the family are not keeping him busy he really enjoys a round of golf.

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  • Office Number:  0161 456 7890                                        
  • Mobile:  07795 260118
  • Email:  joe.rose@prestfinancial.co.uk

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Ashley Baker
DipPFS, Cert CII (MP & ER)
Financial Planner

Following his graduation from De Montfort University, where he achieved a 2:1 BA Hons degree in Business and Management, Ash pursued his interest in financial planning and began working in financial services immediately. He is now a Financial Planner at Prest Financial Planning.

Ash has completed numerous examinations as he strives to develop his knowledge, attaining the credited Diploma in Regulated Financial Planning in 2016, amongst other examinations. He is also a member of the Society of Mortgage Professionals.

Ash plans to continue his professional development and aspires to achieve Chartered Financial Planner status.

He commits much of his spare time to sports; whether that be football (playing in an amateur league or being entertained by Manchester United) or keeping himself fit in the gym. He also enjoys socialising with friends and family.

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Investment Portfolios

Steve Monk
DipPFS, Affiliate of STEP
Head of Investment

Steve heads our investment function, taking the lead in designing the model portfolios in which many of our clients’ assets are held. These are carefully constructed to match clients’ risk profiles and deliver against the long-term financial plans we build and manage for them.

Steve joined Prest in 2009 as a financial planner, with a particular focus on advising clients in the approach to, and throughout, their retirement. Prior to joining Prest he worked as an accountant in commerce and industry and as an insurance company client adviser before becoming an independent financial adviser in 1990.

Steve now focuses purely on overseeing our investment function and no longer advises clients himself. However, his almost three decades’ experience delivering financial advice feed into the investment portfolios he constructs, bringing an understanding of the real-world needs and priorities of clients to bear on this key element of our service.

Steve lives in Poynton, Cheshire with his wife Anne and between them they have five children and four grandchildren. 

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Support Team

Simon Baggott
Practice and Operations Manager

Simon is Practice and Operations Manager at Prest Financial Planning, responsible for the smooth running of all aspects of the business. He joined Prest in 2018 following 14 years in a similar role at another firm of financial planners, prior to which he held financial based roles in a variety of businesses across different industry sectors.

Outside of work Simon is a keen golfer, hill walker and – much to Chief Executive Graham Prest’s relief – a Manchester United supporter. He lives in Stockport with his wife and two children.

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Lisa Livesey
CertPFS
Financial Planning Support Team Manager

Lisa’s financial services background spans over 20 years, having worked for 2 other Independent Financial Adviser firms and also Standard Life Assurance in Manchester.  Lisa joined her husband, Mark, at Prest Financial Planning in 2010 and now holds a key position as our Financial Planning Administration Team Leader.   When not at work, Lisa enjoys walking, running (well, jogging is probably more accurate!) and seeing as much of the world as possible! 

 

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Kath Malone
Receptionist/Administration Assisant

Kath has been with Prest Financial Planning since 2000 when she took on the part-time role as Receptionist.  This soon led to a full time position and after 15 years Kath still enjoys the role immensely.   Prior to this, Kath was a secretary working for the well-known engineering company Mather & Platt followed by a much enjoyed position in the exhibitions business before leaving to bring up her 2 children.  When not at work Kath enjoys the outdoor life and can often be found walking in the peak district or trying out her cooking skills in the kitchen. 

 

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Zoe Cullen
Dip FA
Paraplanner

Zoe joined Prest Financial Planning in 2011, having previously worked for the Cheshire Building Society and Santander.  Since joining Prest, Zoe’s been focused on her studies and has achieved the Diploma in Financial Planning.  Zoe plans to continue her professional development and is now working towards Chartered status.   

Zoe is the proud Mum of twin boys and enjoys her spare time with friends and family.  She is also an avid Man United supporter!  

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Dave Kershaw
DipPFS
Paraplanner

Dave joined the Prest team in July 2018. He began his career in financial services with Royal London in 1999 where he began studying towards his financial services qualifications and has attained Diploma status. He has worked in a variety of roles in the industry from administration, compliance to paraplanning. Dave enjoys spending his spare time with his family and, when he gets the opportunity, he also enjoys watching football and motorsport.

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Lianne Marsh
DipPFS, Cert CII (FS)
Paraplanner

Lianne joined Prest Financial Planning in June 2013, having worked for The Bank of New York and TD Direct Investing in Manchester city centre for 7 years.  During her time at The Bank of New York, Lianne completed a BA Hons degree in Financial Services studying part time at Manchester Metropolitan University.  Since joining Prest’s, Lianne’s career soon progressed and she joined our Paraplanning Team in 2016, where she’s now Team Leader.  Lianne has achieved the Diploma in Financial Planning and Certificate in Financial Services.  In her spare time, Lianne enjoys running, going to the gym and socialising with family and friends.  She’s also a very proud Mum to her beautiful daughter, Leah. 

 

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Helen Barton
Financial Planning Support

Helen joined the Prest team in the summer of 2006 having previously worked for an IFA firm in Manchester.  Outside of work, Helen is kept very busy with two young children and a dog.  Helen enjoys caravanning in Anglesey, long wintery walks and socialising with family and friends. 

 

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Emma Hilton
Financial Planning Support

Emma has worked in financial services for 20 years, starting her career straight from school as a junior administrator for a local building society in Cumbria and progressing to become a senior administrator with another firm. Emma relocated to Manchester in 2009 and worked alongside one adviser as her sole support staff until joining the Prest family in July 2018. In her spare time Emma enjoys watching various sports including cricket, football and Formula One, and spending time with family and friends.

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Hayley Prest
Financial Planning Support

Hayley is the Daughter of our MD, Graham Prest, and the third generation of the Prest family to work within the business.  Hayley joined the firm in February 2010 following her return from travelling Australia and the West Coast of Canada. Prior to this, Hayley started her career in financial services working for Alliance & Leicester (now Santander) after graduating from University in Leeds where she gained a BA (Hons) degree in English Literature.  Hayley lives in Yorkshire with her fiancé Dan so you’ll find her here working on their house renovation, walking her dog or with her head in a Harry Potter book! 

 

 

 

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Beth Torkington
Financial Planning Support

Beth has five years’ experience working within financial services, having previously worked for an Investment Manager in Manchester and then an Independent Financial Adviser in Glossop, before joining Prest in 2018. Beth is currently working towards the Diploma in Regulated Financial Planning. Beth lives with her husband in Stockport and in her spare time enjoys working on her garden, walking in the Peak District and baking.

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Shelby Gillespie
Financial Planning Administrator

Shelby joined Prest Financial Planning in June 2018, having previously worked for Nationwide Building Society for eight years. She has, throughout her career, had a keen interest in financial planning and was attracted to Prest by the firm’s strong family ethos. Shelby comes from the Stockport area and, in her spare time, enjoys spending time with her friends and family, often cooking for them, and socialising.

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Michele Jones
Financial Planning Administrator

Michele previously worked for NatWest bank for eight years before leaving to have children.  Michele then went on to work for a Management Consultancy Company, and then joined Prest Financial Planning as an Administrator in May 2001. When not at work, Michele enjoys spending time with friends and family, gardening, walking her dog and reading.    

 

 

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