Prestwood’s staff are dedicated to helping users gain maximum benefit from technology.  It is greatly helped by having access to Prestwood's own financial planning experience and its knowledge of what Planners need.  Development is a continuing process and users of the software receive updates automatically as they become available.

Prestwood provides a complete system leading from initial data gathering (complete with fact finding questionnaire) through comprehensive taxation and investment analysis procedures to a wide range of 'what-if' facilities related to capital, income, expenditure, projected cashflow, estate planning, investment, education expenses, pensions, life assurance, disability, business planning and much more.

An extremely comprehensive database is included which interacts with other modules to produce plans, reports, graphs and policy and investment summaries.  There is even a facility to produce agendas and minutes for client meetings.  Administration modules include commission tracking, portfolio management, database query, policy tracking, standard letters, diary, contact history and time ledger and profitability analysis.  Fund prices can be downloaded into Prestwood® Professional Software from a variety of sources.

The emphasis has always been on helping them to provide high quality services to high quality clients and few organisations can rival Prestwood's experience in financial planning at this level.

Professional financial planning offers a superb future to those who are prepared to meet the highest standards and Prestwood is dedicated to helping those so committed.  A lot of nonsense has been spoken about the possible demise of small firms of advisers.  There is plenty of evidence that some of the most profitable and successful financial planning firms consist of no more than two or three Planners plus support staff.  What matters is the quality of the enterprise.

The price for Prestwood® Professional Software is £297 plus V.A.T. per month, which includes eight days of training, unlimited telephone support and there is no additional charge for software updates and new programs.