What We Offer

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.

Testimonials

I have been a client of Paul’s for many years. I have found his approach clear, precise, efficient and always with a friendly manner. I fully appreciate his long term support which I find invaluable.

Gillian B

A number of years ago we were introduced to Paul as a competent and knowledgeable Financial Expert who would give us good solid advice on managing our financial affairs. After a meeting with Paul, and discussions about the best way to invest and manage our money, we decided to accept Paul’s offer to act for us. It’s been three years now and we’re so pleased that we took Paul up on his offer, we couldn’t be happier. We are very grateful to Paul for his management of our finances.

John & Jacquie M

I have built up a really strong working relationship with Paul over the last two decades and now consider him as a friend as well as a professional adviser. I simply trust him 100% with my finances and often refer friends and family to him for advice. What I find invaluable is his ongoing advice and regular reviews of my finances.

Toni H

I have both worked alongside and known Paul for almost 15 years. He is a highly professional, knowledgeable and trustworthy adviser. I have referred a number of my clients and family members to him for advice with great outcomes. In fact my parents have been able to retire early and are now enjoying their retirement.

Adam C