Prestwood Business Consultancy Roadshow comes to Manchester

Take your business to the next level… IFAs in 2017 have a number of plates they need to keep spinning. From keeping up with regulatory change to ensuring their business is profitable and compliant – for some, it is a … Continue reading

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It’s that time of year again… 2017 Budget Update

Hard to believe it’s 12 months already since George Osbourne delivered the ground-breaking 2016 budget, complete with its not-at-all-embarassing disability benefit u-turn.  What goodies does Philip Hammond have in store for us this year?  More importantly, how will they affect … Continue reading

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TAKE A MOMENT TO STOP SPINNING PLATES

PRESTWOOD PARTNERS WITH BUSINESS SUSTAINABILITY FIRM FOR FREE EVENTS FOCUSED ON DRIVING PROFITS AND MAKING ADVICE PROPOSITION BOMB-PROOF IFAs in 2017 have a number of plates they need to keep spinning if they want to stay in business.  From keeping … Continue reading

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Prestwood Calculators

Investment Calculator: If you need to make a quick calculation on your client’s investments, our Investment Calculator will save you time and effort. The Investment Calculator uses five key values: Start Value Growth Rate Regular Payment Rate of Payment Increase … Continue reading

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A Workshop With Paul Etheridge Run By Prestwood Enterprises

We are delighted to announce that Paul Etheridge MBE will be delivering a workshop which will inspire Financial Planners to achieve their full potential. Who should attend this workshop? Financial Planners aiming for: At least 3 months per year for … Continue reading

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Truth User Groups – New Regions Launched

We are very pleased to announce the launch of a new Truth User Group and delighted to report that more are about to start. User groups are a great way of keeping up-to-date with Prestwood’s latest developments. They are small … Continue reading

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Paul Etheridge Receives CISI Lifetime Achievement Award

We are absolutely delighted to announce that the CISI has awarded our chairman, Paul Etheridge, a lifetime achievement award. This was presented by outgoing CISI Financial Planning chair, Alan Dick. Paul received a standing ovation from many of the UK’s … Continue reading

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Integration With Transact Portfolios

We will soon be releasing a new integration that allows you to pull information from your clients’ Transact Portfolios. This service is now available to both Truth and Prestwood Professional users. The integration will deliver increased efficiency, thereby enabling Financial Planners to have … Continue reading

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New Software UI Launch Pending

We are very excited about the launch of our new-look software, due for launch in October! We’ve significantly revamped functionality and design with superior technology.  It’s cloud-based, accessible through iPads, mobile phones and multiple monitors etc – and it’s visually … Continue reading

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Bristol User Group

We have recently helped to launch a Truth User Group in Bristol, which is quickly establishing itself with an inspiring group of up-and-coming planners. It has been modelled on the mentor workshops which we have been running in London for … Continue reading

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