We wanted to share with you two great achievements by members of the Prest team, of whom we are very proud. Zoe Cullen, who has been with Prest for eight years, has recently achieved the Diploma in Financial Planning which has presented her with the opportunity to work on more technical aspects of financial planning.
Prest Financial Planning has boosted its operations with two significant new appointments. The Stockport firm of Chartered Financial Planners has taken on Simon Baggott as Practice and Operations Manager and David Kershaw as a Paraplanner to support its continued growth. Simon has worked in financial services for the last 14 years and is responsible for
The way we advise retired clients who are taking a “drawdown” income from a defined contribution pension fund was turned on its head four years ago. Previously the most common advice to clients with other liquid assets had been to spend their pensions first. Any unspent pension funds were taxed at a rate of 55
All the staff at Prest Financial Planning take our firm’s core values very seriously. We have put a great deal of time and thought into developing these values and they affect every aspect of how we conduct ourselves in relation to clients, colleagues, suppliers, business partners and contact with the wider community. Our core values
Working out the best way to pay for a child to be educated privately can stretch most parents’ and grandparents’ skills with a slide rule to breaking point. Even for those with very high earnings, paying fees that can amount to tens of thousands of pounds per year out of regular income can be a