News

Introducing…. Financial Planner Ian Drew

What was your first job? My first full-time job was supposedly as an architectural technician for a firm of shop fitters. In reality I never got near a drawing board or set square – I was sent onto the shop floor and spent a year sweeping floors! I did learn a lot from watching several

“Financial planning is the key to investing with real purpose” says Prest as Good Money Week kicks off

Good Money Week, the annual campaign to promote sustainable, responsible and ethical finance, runs from 29 September to 5 October 2018. As it gets underway, with a focus this year on encouraging women to invest, a firm of Chartered Financial Planners is urging values-led investors not to neglect the importance of financial planning. Mike Walker

Protecting your loved ones if you were to fall ill or die

When financial planners talk about “protection” we are referring to a suite of insurance products designed to provide you and/or your loved ones with a financial cushion if you were to become unable to work through ill-health or, in the worst-case scenario, to die. Broadly these fall into three categories: life insurance, critical illness insurance

Prest Financial Planning rises to the occasion for charity Bake Off

Staff at Stockport-headquartered Chartered Financial Planners Prest Financial Planning have donned their aprons and oven gloves to hold a Great British Bake Off-inspired event in aid of the Children’s Adventure Farm Trust. This was the latest in a series of fundraising activities participated in by Prest which, over the last 12 months, have raised a

Prest shortlisted for national personal finance award

Prest Financial Planning has been shortlisted in the Medium-to-Large Financial Adviser of the Year category of the 2018 MoneyAge Awards. The Stockport-based firm is one of only two North West-headquartered businesses to be shortlisted in this category. The firm, which was established in 1961 by the father of the current Chief Executive Graham Prest, provides