Paraplanner joins Stockport-based family firm
10 February 2019
Paraplanner David Kershaw has joined family-owned Prest Financial Planning based in Stockport, Cheshire.
The firm has also taken on Simon Baggott as practice and operations Manager to support its continued growth.
David has 20 years’ experience in financial services and as paraplanner will provide research and technical support to Prest financial advisers. During his career he has worked in administration, compliance and paraplanning roles and he holds the Personal Finance Society Diploma.
Prest Financial Planning, manages assets worth approximately £350 million on behalf of clients and specialises inretirement planning, pension transfers, estate and inheritance tax planning, long-term care funding and ethical investments.
Graham Prest, chief executive of Prest Financial Planning, said: “I am really pleased to welcome Simon and David to the team. As we continue to grow they will both play key roles in delivering the fantastic administration and support that will be essential to the achievement of our full potential.
“Simon is already getting stuck into a range of operational issues and we expect this to pay real dividends for us in terms of efficient workflows and an even slicker client experience.
“David, meanwhile, is proving a real asset to our paraplanning department, delivering vital support and research that makes a real difference to our clients.”
Pictured left – right: Simon Baggott, Graham Prest, David Kershaw
Readers of Professional Paraplanner will no doubt recall my article on this subject. It contained our top 12 pet...
We asked Cathi Harrison, managing director at Para-Sols and Apricity Compliance, to give us her three top tips for...
Just as Cathi Harrison sought to break the compliance firm mould with the launch of Apricity, she tells Rob...