With the partners having over 80 years cumulative involvement in the Financial Services sector, our emphasis is and has always been on high quality customer service which builds lasting and trusted relationships with our clients.
By utilising Prestwood’s Lifestyle Financial Planning software we are able to provide a detailed report of your current financial situation and more importantly construct a plan in order that you are able to achieve the lifestyle you desire.
Because we value the relationship we have with our clients we actively invite their feedback, which we use to continually evolve our business.
THE WAY WE WORK
Firstly we take the time to find out what it is you want to do with the rest of your life and help you plan to achieve it, remember this is not a rehearsal so make the most of the rest of your life.
Watch our video to see how we can help YOU!
WHAT WE OFFER
Our clients include business owners, entrepreneurs,senior executives and individuals with significant levels of income and/or net worth
