Prestfield Wealth Management - Financial Advisers, Pensions & Investments
Prestfield Wealth Management is a financial services company based in Manchester, England. They specialize in providing financial planning, investment, and pension advice to their clients. As experienced financial planners, they offer a comprehensive range of services to help their clients achieve their financial goals. With a focus on personalized service, Prestfield Wealth Management is committed to helping their clients make informed decisions about their finances. They are dedicated to providing expert advice and guidance to help their clients achieve financial security and peace of mind.
Introduction to Prestfield Wealth Management Financial Advisers, Pensions & Investments
Prestfield Wealth Management Financial Advisers, Pensions & Investments is a financial planning company based in Manchester, England. The company was founded with the aim of providing tailor-made financial solutions to individuals and corporate clients. The team at Prestfield Wealth Management has extensive experience in financial planning and offers personalized advice to clients. What makes this company unique is their commitment to providing unbiased and independent advice to their clients.Services & products
Prestfield Wealth Management Financial Advisers, Pensions & Investments offers a range of financial services including pension planning, investment management, inheritance tax planning, and retirement planning. The company's team of financial planners work closely with clients to understand their financial goals and develop a plan that is tailored to their needs.Location
Prestfield Wealth Management Financial Advisers, Pensions & Investments is located on Bury New Road in Prestwich, Manchester. The area is home to a variety of businesses including cafes, restaurants, and retail shops. Customers can expect a vibrant and bustling area with plenty of options for entertainment and dining. The nearest public transportation options are Heaton Park tram stop (0.6 miles), Prestwich tram stop (0.7 miles), and Bowker Vale tram stop (1 mile).Benefits
Customers should choose Prestfield Wealth Management Financial Advisers, Pensions & Investments because of their commitment to providing unbiased and independent financial advice. The team at Prestfield Wealth Management is experienced and knowledgeable, and offer tailor-made solutions to clients. The company has a proven track record of helping clients achieve their financial goals, and is dedicated to providing excellent customer service.Good to know
Customers should be aware that Prestfield Wealth Management Financial Advisers, Pensions & Investments is a fee-based financial planning firm. This means that the company does not receive any commissions or kickbacks from recommending specific financial products to clients.Reviews
Customers have praised Prestfield Wealth Management Financial Advisers, Pensions & Investments for their personalized approach to financial planning. Clients have reported feeling heard and understood, and appreciate the company's commitment to providing unbiased advice. Overall, customers have reported positive experiences with the company and recommend their services to others.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services such as investment planning, retirement planning, estate planning, tax planning, and more. Our goal is to provide personalized financial solutions that meet the unique needs of each client.How do you customize financial plans to fit individual clients?
We believe that every client has unique financial goals and needs. Therefore, we take the time to listen to each client's situation, goals, and concerns. We then develop a customized financial plan that addresses their needs and helps them achieve their goals.What are your fees and how are they structured?
Our fees are based on the services we provide and the complexity of the client's financial situation. We are transparent about our fees and provide a clear breakdown of the costs. Our fees are typically structured as a percentage of the assets under management.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and experienced professionals. They hold relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and other industry certifications. Additionally, they have years of experience working with clients from different backgrounds and financial situations.Can you provide references or testimonials from satisfied clients?
We are proud of our reputation for providing excellent financial planning services to our clients. We have many satisfied clients who have provided positive feedback about our services. We can provide references and testimonials upon request to potential clients who are interested in working with us.Reviews
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Edmund watson-thorborn
having been with Prestfields for 5 years, they take all the strain out of financial planning, tax planning,and pensions, best move I ever made,
27-03-2023
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Dominika Machowiak
Always fantastic service from Prestfield team! Dan and John are super helpful. Great knowledge, tailored to my needs. I can't recommend enough.
27-03-2023
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Judith Addison
Excellent service, some good guys to know
27-12-2022
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Anthony roberts
Amazing friendly knowledgeable team - fantastic advice - cannot recommend them enough
27-08-2022
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Amanda Dean
Prestfield was recommended to me by family and I cannot recommend them enough to anyone I get the opportunity to tell - the knowledge and expertise of the team was outstanding, their friendly and welcoming approach also made me feel at ease - I am so happy to have Prestfield look after my finances and in particular - my retirement plan. I have a total new outlook on planning my future since meeting John and the team - they have truly changed my life and cannot thank them enough - thank you Prestfield
27-08-2022
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Jason Rhodes
I cannot recommend Prestfield enough, truly outstanding professionalism , friendly, and an absolute comfort knowing you are being looked after by a very knowledgeable, professional company with complete true values. A+++ Addition: Just had an annual review, John came to us with an update on how our investments are moving. A top class service as always. Thank You Prestfield. :)
27-08-2022
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Deborah craine
I came in very anxious about my finances, however, after speaking with Dan & Vinnie at Prestfield my mind was instantly put to rest. I would recommend Prestfield to anyone needing financial help and advice!
27-08-2022
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Holly Brace
27-07-2022
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Shirley Briggs
27-05-2022
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Morgan Dean
John and his team at Prestfield Wealth are the best in the business, I was recommended to them by a friend as I needed help with reviewing my business and making sure I was being as tax efficient as possible. When I met with John he gave me some great advice on what i can do to be more tax efficient. I also had a lot of ideas on how I wanted to invest profits out of the business into new ventures but I wasn’t sure on how or if I could do this but John straight away advised on the best ways I could do this. After meeting with John I felt really confident that any business ideas I want to implement or any investments I want to do that John will be there every step of the way to make sure I do it correctly.
27-05-2022
