News

The £5.1bn cost of not taking financial advice

Her Majesty’s Revenue and Customs has recently forecast that it will receive an additional £5.1bn in tax by April 2019 as a result of the pension freedoms that were introduced in 2015. These rules allow members of defined contribution (DC) schemes to withdraw as much as they like from their pension savings once they reach

Tax Year-End Checklist

The tax year ends on 5 April 2018, meaning that only a few weeks remain in which individuals can maximise their use of this year’s allowances. An early Easter will wipe out two of the last five working days of the tax year so anyone who wishes to make sure they make the most of

Mike Walker joins financial planning team

Prest Financial Planning has positioned itself for record growth in 2018 with the appointment of a new financial planner. Mike Walker joins an existing team of seven client-facing independent financial advisers at the Hazel Grove, Stockport-based firm of Chartered Financial Planners. Previously a wealth manager with national firms Tilney and Close Brothers, Mike joins Prest

PREST CELEBRATES 55 YEARS!!!

In September 1961, at 33 years of age, Jim Prest left his low paid job as a bookbinder at Manchester University to embark on a new career with Sun Life of Canada in the hope that this complete change of direction would enable him to better support his young family. We are incredibly proud to

£2,987 raised for our chosen charity CAFT!!!

Well done to all those that ran the Manchester 10k as part of ‘Team Prest’ and thank you so much to everyone that sponsored us. We raised a fantastic £2,987 for the wonderful CAFT charity. We’ve now got a few months off before we start training for next years race on 28th May 2017!!