I provide a bespoke, personal financial planning and advisory service tailored and unique to you.
I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
Chris Prescott was extremely helpful and understanding in challenging circumstances. I trust his advise and would recommend him highly.
Chris has worked as a Volunteer for the last two years at Citizens Advice Sheffield supporting the delivery of the MoneyPlan project. He has enabled us to increase the service that we offer to our clients across Sheffield who would not otherwise be able to access a Chartered Financial Planner.
We are very grateful to Chris for his support, and his down to earth manner and approachable style ensures that he puts our clients at ease and empowers them to deal with complex financial issues.
I have worked closely with Chris on numerous occasions in relation to mutual clients. Chris’s advice is always of the highest quality and focussed on achieving exactly what the client needs – exactly as it should be. Chris also has very strong relationships with his clients and is highly regarded for his ‘down to earth’, jargon free style of advice. I would have no hesitation in recommending Chris Prescott to my clients in need of financial advice.
Steven Dawson - Partner at MKB Solicitors, Barnsley
Chris has always been there at the other end of the phone offering me impartial financial advice that i know i can trust. Being a mature and a female I have found many people who have tried to dupe me to buy their products but over the last 8 years of working with Chris he has impartially guided me through the minefield of investments.
It has never been too much trouble to him to help guide me whether I have been wishing to invest or withdraw funds from my financial pots.
Diana Hollingsworth, Sheffield
I offer independent, whole of the market advice, which means I'm not tied to any product providers, so you can rest assured that any recommendations made come purely from a standpoint of professional expertise and integrity. Put simply, my top priority is to ensure you receive the best financial advice possible. Personally, I have an Economics Degree from the University of London, am a Chartered Financial Planner and Fellow of the Personal Finance Society.
I believe that my down-to-earth and personable nature enables me to translate complex financial jargon into a language that clients can understand. I am a pension and investment specialist with 20 years’ experience in financial services and ideally qualified in advising clients on all areas of their future financial well being.
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