I strongly believe in educating clients to allow them to fully understand their financial planning options, giving them the ability to make the most appropriate financial choices. Most clients have been with me for many years, and my financial advice business has been built on customer service, as evidenced by the large number of client referrals I receive.
Simon Prestcote, Chartered Wealth Manager, Barnet, North London
Simon Prestcote
Chartered Wealth Manager, Barnet, North London
Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Trust Investments, Retirement Income, Long-Term Care
Simon is a qualified Independent Financial Adviser (IFA) with over 27 years-experience assisting clients understand and achieve their financial goals. For 12 years he worked for one of the largest UK Wealth Managers, before moving to Edward Jones, one of the world’s largest private client investment advisers and stockbrokers, where he built a successful wealth management business over nine years. When Edward Jones sold their UK business the majority of Simon’s clients followed him to Lonsdale Wealth Management and this allowed him to build the financial advice business he has today.
Simon specialises in helping private clients and individuals with their retirement, investment and estate planning. Simon became a Chartered Wealth Manager in January 2015. The Chartered Institute for Securities and Investment (CISI) award this designation to ‘senior members in the retail sector at the pinnacle of their profession’. Chartered status is ‘the mark of an up to date, experienced and qualified financial industry professional.’ (Source: CISI website).
Simon works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. He is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.
Simon enjoys spending time with his family, watching his two sons and daughter grow up. When he can fit it in, he likes to play golf, which he plays to a high standard. He also enjoys watching most other sports, films, visiting the theatre, eating out, and he is a keep photographer and a wine enthusiast.
Simon Prestcote – To learn more about Simon’s investment career, please read his LinkedIn profile.
Independent Financial Advisers in North London – Read more about our team.
Simon is extremely patient and a pleasure to deal with. He will always go over things again if necessary. Very adaptable to different needs that arise and changes.”
Ms S, Barnet, North London
Case Study
Generating an income following a property sale
How Simon Prestcote added value with his independent financial advice.
News from our Financial Advisers
03-09-2020
Read the latest J P Morgan Market Bulletin
Read the latest JP Morgan Market Bulletin with information on Covid 19
15-07-2020
Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs
ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.
The North London Financial Planning Team
Simon Prestcote
Chartered Wealth Manager
North London
Nayanesh Kakkad
Administrator
North London
Ray McHugh
Financial Adviser
North London
Dawn Helsey
Administrator
North London
Paulette Dallas
Administrator
North London
Read more about our team of Financial Advisers in North London.
Call Simon Prestcote
Call our Lonsdale Independent Financial Advisers (IFAs) in Barnet, North London on 0208 275 1160 for a free financial planning initial consultation.
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Wealth Management
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