Prestfield Wealth Management is a Partner Practice of St. James’s Place Wealth Management specialising in the provision of face-to-face, personal and corporate financial planning.
Putting clients firmly at the heart of everything we do at Prestfield Wealth Management enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We aim to deliver our commitment by:
- Providing personal face-to-face financial advice from either the comfort of your home, or from our high street retail premises
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via St James's Place
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Ensuring that our dealings with you are sensitive to your needs
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
Prestfield Wealth Management UK LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 14/6/2024
Company Details
- Employees
- 6
- Address
- 430 Bury New Road, Prestwich,england M25 1bd,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- prestfieldwm.co.uk
- Keywords
- Prestwich.
- HQ
- Prestwich, England
- Competitors
- F45 Salford Central, BROOD Magazine, Truity Wealth Management Ltd, EMPOWER, GENESIS WEALTH MANAGEMENT LIMITED, Brace Financial Wellbeing, Senior Partner Practice of St. James's Place Wealth Management, Wetherall's Financial Planning, Saffron Capital, Rhodian Wealth Management Ltd, Athelis Financial.
Prestfield Wealth Management Uk Ltd Questions
Prestfield Wealth Management Uk Ltd's website is prestfieldwm.co.uk
Prestfield Wealth Management Uk Ltd's LinkedIn profile is https://uk.linkedin.com/company/prestfieldwm
Prestfield Wealth Management Uk Ltd has
6 employees.
View email and phone details for 6
employees at Prestfield Wealth Management Uk Ltd.
Prestfield Wealth Management Uk Ltd's industry is
Financial Services
Prestfield Wealth Management Uk Ltd's top competitors are
F45 Salford Central,
Brood Magazine,
Truity Wealth Management Ltd,
Empower,
Genesis Wealth Management Limited,
Brace Financial Wellbeing, Senior Partner Practice Of St. James's Place Wealth Management,
Wetherall's Financial Planning,
Saffron Capital,
Rhodian Wealth Management Ltd,
Athelis Financial.
Prestfield Wealth Management Uk Ltd's categories are Financial Services
