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

Understanding the family home inheritance tax allowance

In his summer Budget of 2015 the then Chancellor of the Exchequer George Osborne announced a measure that will allow many couples to bequeath up to £1 million to their heirs without their bequests being subject to Inheritance Tax (IHT). The mechanism by which this is being implemented is the family home allowance or, to