Business Details
9 Years
experience
Your Trusted Financial Partner in Swinton
At Prestfield Wealth Management, we specialise in providing tailored financial solutions for individuals, families, and businesses. Our team of professionals, with over 110 years of combined experience, offers informed insights and strategic guidance to help clients achieve their financial goals. Founded in 2017, we combine traditional values with contemporary financial strategies to build long-term relationships and deliver effective solutions. Located in a beautifully converted mill in Swinton, we focus on anticipating challenges, identifying opportunities, and enhancing clients' financial well-being.Whether supporting startups or established enterprises, we prioritise client needs through a personalised approach. Our expertise spans wealth management, investment planning, and protection strategies, ensuring comprehensive support for building, growing, protecting, and preserving wealth. As an Appointed Representative of St. James's Place Wealth Management, we adhere to rigorous regulatory standards, maintaining transparency and trust in all our services.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Intergenerational Wealth
Details
- Year established: 2017
Highlights and features
- We have over 110 years of combined experience in financial services.
- Our team builds long-term, personal relationships with clients.
- We offer tailored financial strategies combining traditional and modern approaches.
- We are part of the St. James's Place Partnership network.
- Our office in Swinton provides local expertise and accessibility.
Associations and certifications
- Financial Conduct Authority
- St. James's Place Wealth Management
Services
Investment Management
Our investment management service helps clients grow and preserve wealth through tailored strategies. We analyse financial goals and risk tolerance to create diversified portfolios aligned with market trends. With expertise in St. James's Place funds, we ensure long-term value while adhering to regulatory standards.
Retirement Planning
We design retirement plans to ensure financial security in later life. By assessing current assets and future needs, we develop strategies to maximise pension pots and optimise tax efficiency. Our approach combines investment growth with protection planning for a stable retirement.
Protection Planning
Our protection planning safeguards clients against financial risks through insurance and contingency strategies. We evaluate life, health, and income protection needs to create safety nets for families and businesses. This service ensures resilience against unforeseen circumstances while supporting long-term wealth goals.
Corporate Services
We provide financial solutions for businesses, including cash flow management and investment strategies. Our corporate services help startups and established enterprises build financial foundations, optimise tax structures, and plan for sustainable growth through expert advisory support.
Mortgages
Our mortgage advisory service guides clients through property financing options. We assess affordability, credit history, and long-term goals to recommend competitive mortgage products. This service simplifies the home-buying process while ensuring alignment with overall financial plans.
Questions
What services does Prestfield Wealth Management offer?
We provide investment management, retirement planning, protection planning, corporate financial services, mortgages, and intergenerational wealth strategies tailored to individual and business needs.
How does Prestfield Wealth Management differ from other advisers?
Our team combines over 110 years of experience with a client-centric approach, blending traditional values and modern strategies to deliver personalised, long-term financial solutions.
Are you regulated by any financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
Can I get help with both personal and business finances?
Yes, we offer tailored financial planning for individuals and businesses, covering wealth growth, protection, and strategic management across all our services.
Where is Prestfield Wealth Management based?
We are located in Swinton, Greater Manchester, at Lowry Mill, Lees Street, providing local expertise and accessible financial advisory services.
Reviews (1)
Kel Estall
Mar 11, 2020
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I simply could not recommend this company enough, from start to finish they have been incredible. They helped me and my partner in the financial aspect of purchasing our first home. From the mortgage to our life insurance, we didn't have to worry about a thing. They kept us both up to date every step of the way. We've saved so much money with… their help compared to several other companies and nothing was a problem for them. I would also like to mention that it didn't just feel like we were another customer, we genuinely felt valued the entire time. I even got a birthday card several months
