Prest Financial Planning

Stockport, United Kingdom Founded: 2000 • Age: 26 yrs Acquired By Ascot Lloyd
Financial advisory services are provided to clients in the UK.

About Prest Financial Planning

Prest Financial Planning is a Business Services company based in Stockport (United Kingdom) founded in 2000, and was acquired by Ascot Lloyd in September 2019. Financial advisory services are provided to clients in the UK. Its focus areas include Financial Services and Finance & Accounting Services.

Company details

Prest Financial Planning was founded in 2000 and is based in Stockport, United Kingdom. Financial advisory services are offered, focusing on wealth management and investment strategies for individuals and businesses. Operations include personalized planning, retirement advice, and risk assessment. The firm operates primarily in the financial services sector, serving clients across the region through its established domain, prestfinancial.co.uk.

Key Metrics

Investors in Prest Financial Planning

Prest Financial Planning has secured backing from 1 investor. Prominent investors backing the company include Ascot Lloyd.

All
InvestorDescriptionFounded YearDomainLocation
Provider of financial advisory services
2004ascotlloyd.co.ukReading, United Kingdom
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Investor details for Prest Financial Planning

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Timeline of Prest Financial Planning

2 dated milestones of Prest Financial Planning across 19 years, from founding to its latest funding, stage changes and deals.

  1. Founded Prest Financial Planning is founded.
  2. Exit Acquired by Ascot Lloyd.
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Frequently Asked Questions about Prest Financial Planning

Prest Financial Planning was founded in 2000.

Prest Financial Planning is headquartered in Stockport, United Kingdom. It is registered at Stockport, Greater Manchester, United Kingdom.

Prest Financial Planning was founded in 2000 and is based in Stockport, United Kingdom. Financial advisory services are offered, focusing on wealth management and investment strategies for individuals and businesses. Operations include personalized planning, retirement advice, and risk assessment. The firm operates primarily in the financial services sector, serving clients across the region through its established domain, prestfinancial.co.uk.

Prest Financial Planning has 1 investor. Key investors include Ascot Lloyd.

Yes. Prest Financial Planning was acquired by Ascot Lloyd in September 2019.

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