Expert support
Technology is useless without the knowledge and understanding to be able to use it effectively. Mentoring and free training* is available, helping you to master both technology and financial planning
This sets us apart from other providers who give planners the technology but without the hand-holding needed to use it effectively.
We offer an unlimited, expert support service, included for free with your software subscription.
Our team is available from 9am until 5pm, Monday to Friday (excluding UK bank holidays) to answer your queries on +44 (0)1384 273736.
Free Training*
- Unlimited telephone support
- Comprehensive training webinars
- Simple training videos
- Remote technical support
User Groups, CPD Events, and Mentoring
We run regular online and face-to-face events featuring contributions from Prestwood Mentors and our Professional Partners.
Our mentors include Accredited, Certified and Chartered Financial Planners, many of whom have been past Presidents of the Institute of Financial Planning, Chartered Institute for Securities & Investment, and Personal Finance Society. They’ve been running successful, profitable financial planning businesses for many years and can show you how to maximise profit and run an efficient business.
Professional partners offer exclusive, topical content on key issues affecting the profession such as Consumer Duty and Vulnerable Clients.
It’s not all about software!
