News

Mid-year markets review

There is no doubt that 2018 has thrown up some intriguing scenarios for global markets. Here, at the mid-point, Financial Planners Mike Walker & Steve Monk reflect on the year thus far. If we cast our minds back to January we were in the midst of a global market sell-off. A short-term sell-off such as

Introducing… Mike Walker

At work When did you join Prest? October 2017. What is your role here? I’m a Financial Planner/Adviser. How would you explain what you do for a living to an eight-year-old? When people save into their piggy banks, some people know what they’re going to spend their money on and other people do not. I

New hires boost support team at fast-growing Prest Financial Planning

Three new appointments to support Stockport firm’s continued growth Added £50 million in new funds under management in 2017, bringing total to more than £350 million Now seeking another financial planner to join existing team A fast-growing Greater Manchester firm of Chartered Financial Planners has made three new hires. These appointments will further strengthen the

Wills and financial planning: tips and pitfalls

If you do not have a legally valid will then, when the inevitable happens, your assets will be distributed in line with the rules of intestacy. In many cases these rules could differ significantly – or fundamentally – from your wishes. It is, therefore, highly advisable to have a properly drafted will. Your financial planner

“The rest I just squandered” – personal finance lessons from the footballing elite

As England’s footballers continue their World Cup odyssey, a firm of Chartered Financial Planners has identified a number of lessons that investors can learn from the off-field lives of some of the highest-profile exponents of the beautiful game. Prest Financial Planning is based in the Stockport suburb of Hazel Grove, not far from the Premier