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What We Do

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Investment Planning

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Retirement Planning

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Inheritance Planning

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Mortgage Planning

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Protection Planning

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Business Planning

At Prestige, we understand that financial planning can seem like a complicated area. We also know this makes it even more important for you to have real confidence and total trust in the team you choose. That is why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can trust.

Being independent means we are able to pick the best financial products on your behalf with no bias towards certain providers. This doesn’t just mean you benefit from access to the greatest possible range of products; it means our loyalty is always to you, not a financial service supplier.

We offer you an initial discussion (at our expense) where we will describe our services more fully and explain the payment options.

If you decide to go ahead, we will:

Gather and analyse personal financial information about you and your aims and objectives
Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.