Prestfield Wealth Management - Financial Advisers - Monton, Swinton, Worsley
About the Business
Welcome to Prestfield Wealth Management, your trusted financial advisers in Monton, Swinton, and Worsley. Our institution is here to assist you in managing your finances, from investment planning to retirement strategies. Our office is conveniently located at 210 Folly Ln, Swinton, Manchester, making it easily accessible for our clients.
At Prestfield Wealth Management, we understand that everyone's financial situation is unique. Therefore, we make it our priority to listen to our clients and create personalized plans that meet their specific needs. Our team of expert financial advisers has years of experience in the industry and is equipped with the knowledge and resources necessary to guide you towards financial success.
We offer a wide range of services, including tax planning, portfolio management, and estate planning. Our team takes pride in its comprehensive approach to financial management, ensuring that every aspect of your finances is taken into account when creating your plan.
At Prestfield Wealth Management, we are committed to providing our clients with exceptional customer service. We strive to make our clients feel comfortable and confident in their financial decisions, and we are always available to answer any questions or concerns that they have.
If you are looking for a knowledgeable and reliable financial adviser in Monton, Swinton, or Worsley, look no further than Prestfield Wealth Management. Contact us today to schedule a consultation and begin your journey towards financial freedom.
Photos
Location & Phone number
210 Folly Ln, Swinton, Manchester M27 0DD, United Kingdom
Hours open
Monday:
9:30 AM - 5:30 PM
Tuesday:
9:30 AM - 5:30 PM
Wednesday:
9:30 AM - 5:30 PM
Thursday:
9:30 AM - 5:30 PM
Friday:
9:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great guys at Prestfield Wealth, always on the other end of the phone for me for any questions or concerns about my finances and really put me at ease straight away. Can't do enough for you and that's why I give Prestfield 5 Stars. Cheers Dan and Vinny."
"I've held several meetings with the Advisors and Account Manager at Prestfield Wealth and every time they have been amazing. Their knowledge in their field has helped me understand how I want to structure both my personal and business finances to support future growth, and to start planning what my retirement will look like even at the age of 34. I am looking forward to what the future will bring and planning and structuring my future business ideas with their support. Thank you so much to the team at Prestfield Wealth for everything you have done to date."
"Vinnie and the team at Prestfield Wealth Management have been brilliant to work with. They have helped me across multiple areas of my finances, offering invaluable advice and guidance. They have taken the time to guide me through every part of the process with a professional and down to earth approach. Can't recommend them enough."
"A fantastic service offered by Prestfield WM! Not only we’re the consultations free, but the products offered were well explained. A friendly relaxed chat with Vinnie, no pressure what so ever to invest. After a few days of looking through the information provided, I contacted Prestfield to arrange a meeting. Excellent service and knowledge of the market and products available that suited my needs."
"My wealth manager, Rowena Birch at Prestfield, is superb! She's clear headed, empathetic and friendly. She also makes everything easy to understand. Rowena has helped me to invest in a sustainable pension fund, ISA, found me some much needed insurance cover and helped me navigate some trickier aspects to do with my business too. I am lucky to have her supporting me and highly recommend you get in touch for a chat."
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