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Prestwood Professional Software

The Prestwood Professional Software package is probably the best financial planning software available. It has been gradually developed by an IFA firm over the last 20 years out of frustration with there not being any analysis software they could use with their clients. They developed it to a point and then started offering it to other financial planning firms. It is expensive and consequently only about 400 firms in the UK use it. This type of capability is essential in producing coherent and complete financial planning strategies.

Our use of this software separates us from other independent financial advisers. Most IFA’s use software that was developed to run their practice and clients. The software has then been enhanced with additions for their clients benefit.