Helping clients achieve and maintain their desired lifestyle

If you would like to speak to an existing Prestwood client it can be arranged.

• “We have been Prestwood clients since soon after the business started in 1975. Without Prestwood advice and guidance we would never have survived a recent lean period that lasted several years. Indeed it would have been a disaster.”
  Mr. & Mrs. K (Edgbaston)
• “I have been a very satisfied client of Paul Etheridge’s Financial Planning service for twenty years and am therefore very happy to provide this testimonial. I can say without hesitation that the use of the service has proved to be an outstanding investment decision.”
  DW (Surrey)
• “I have always known that Prestwood's financial advice to me is based on a sound knowledge of my own financial circumstances. Restructuring of my investments has followed a logical path and each component now has a clear purpose. Cash flow projections showing expense and income have great relevance and will have considerable value as I move towards retirement. Regular meetings with clear objectives and minuted outcomes are particularly valuable as is the ability to get quick responses to queries either by telephone or email.”
  PT (Warwickshire)
• “Pat and I would like to put on record how pleased we have been, and hope to be in the future, with the service we have received from you and your ‘Team’. Our annual meetings are always constructive and informative, and are handled in a very professional but friendly manner.”
  Mr. & Mrs. H (Worcestershire)
• "Our annual meetings have forced us to regularly review our financial situation and Paul's expert advice on our assets, investments and inheritance tax planning has proved invaluable."
  Mr. & Mrs. S (Staffordshire)
• “I have worked with Paul as my Financial Planner for over 20 years. During that time I have always been very happy with the good/well informed advice I have received, so much so that I introduced to him some years ago the ‘High Earners’ I employed as an added incentive for retaining them. I have also introduced my children to him and to his company for good financial advice. I would thoroughly recommend Prestwood to anyone seeking financial planning and investment services.”
  D.S. (Warwickshire; retired MD of a European/American IT company)
• “I have received the papers from your office and I want to say how much I appreciate the way you have looked after things for us since David died. I know that you must have advised him well, but he did understand financial matters which I don’t really, so it is a great comfort to have your advice.”
  Mrs H (Warwickshire)
• “A plan for all reasons: I have been advised by Prestwood for over 20 years and have benefited from both their advice and their encouragement to act on it. In the early days it was planning for school fees (long before marriage), then the joint discussions that help a husband and wife to plan together, through the ‘can we afford a larger house/mortgage?’ discussions and then much later, and regrettably, deciding how we could divide our assets fairly.”

  “At every stage the sound advice and the ability to show ‘what if’?’implications through their powerful software has helped me to plan and act with confidence, understanding the planning assumptions and seeing the likely results. Prestwood have provided an excellent service for life.”
  J.K Worcestershire