Testimonials

We have been with Prest Financial Planning for a number of years, it is with great confidence that we leave our financial concerns in their capable hands safe in the knowledge that they will do their best for us.

From reception to top management they are a first class team.

Pam & Stuart Hammond, Poynton

We were introduced to Prest Financial 7 years ago following Andrew Smith’s decision to retire. Since that time Graham and his team have provided comprehensive advice in a professional, efficient, yet friendly and personable manner. Lisa and her colleagues are always readily available and respond rapidly to any questions and enquires, an aspect which we feel is particularly important.

Neil & Jean Barlow, West Yorkshire

We cannot speak highly enough about Prest Financial Planning. They are a like minded firm who are intuitive about our requirements and deliver an exceptional service, which not only we benefit from, but our clients as well.

As well as being reliable and pro-active they speak the same language as their clients and can make the complicated world of financial planning easier to digest.

Having worked with Graham and Mark over the years I can verify that their drive,  enthusiasm and knowledge of the industry is second to none, which is the reason why the firm commands a first class reputation and high levels of client retention.

David Powell, Managing Partner, Booth Ainsworth LLP

My investments were left in a complete and costly mess by my previous advisers.  Since I went to Steve Monk of Prest Financial they have been rearranged into an orderly, easy to manage way that suits my needs now and in the future by only using appropriate products and funds that pass their detailed analysis.

J W, Chelford, Cheshire

My wife Jenny and I would like to express our gratitude to Mark Livesey and Prest Financial for all the help that we have been given in arranging our investments.  As you are aware, Andrew Smith looked after our investments for many years and we were a little apprehensive when in 2010 Andrew announced his impending retirement.  The handover to Prest Financial has been seamless and we are delighted with the service that we have and are continuing to receive.  I am happy to recommend your firm to anyone.

John R Hardy, High Lane, Cheshire
(retired Solicitor).

I contacted Prest Financial in May 2011 to arrange an initial meeting to discuss my pension planning.  I was really impressed with the first class service received throughout and would highly recommend Jan Robinson and Prest Financial to anyone “you cannot improve on perfect service.”

Colin Booth, Offerton, Stockport

We have been clients of Prest Financial for a number of years and have always found our adviser Steve Monk to be a source of sound advice, enabling us to take early retirement.  We have seen a steady return on our investments thanks to Steve’s advice and recommendations – this is especially reassuring in these difficult times.  We can heartily endorse Steve’s expertise in managing our financial matters.

Anthony & Penny Woodyer, Keswick, Cumbria

My adviser Jan Robinson has always been very friendly and approachable and through regular contact has provided both a great level of service and advice.  All of this has ensured that the performance of my pension fund has matched my expectations despite the global financial difficulties of the last few years.

Dave Tanner, MA (Cantab), MSC, CEng, MIET, Stone, Staffordshire

Following a recommendation from a close friend, Prests thoroughly assessed our expectations relating to Retirement Solutions and Investments. Prests have been unfailingly excellent, courteous and helpful, I would recommend them without hesitation.

Gordon Meek, Hazel Grove, Stockport

We now feel much more confident to have found a professional adviser who deals with us in an open and sound manner. This was not the case with our previous adviser which led to worry and disappointment.

Anne & Bob Higginbotham, Littleborough, Lancashire