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!
