Meet our new Financial Advisers

Ian Drew

Ian forged a career in financial services in 1989 and joined Prest Financial Planning three years later to work alongside his father, John Drew. When John retired, Ian continued with at Prest, where he has now worked alongside Graham and Mark for more than a quarter of a century.

Ian has achieved the Diploma in Financial Planning and has a wealth of experience in dealing with individuals and also businesses. Ian’s expertise includes pensions, investments and inheritance tax planning. Ian also offers mortgage and life assurance advice.

Away from work, Ian spends time organising events in support of his children’s charity, the Aimee Drew Trust, as well as performing in his alter-ego as a 1970s DJ!  It was due to Ian’s commitment to his charity that he was invited to 10 Downing Street to meet George Osborne in recognition of his work. Ian is a keen sportsman with a love of football. He has two sons, Jack and Harrison, and lives in Marple with his wife, Joanne.

Ashley Baker - Independent Financial Adviser

Ashley Baker

Following his graduation from De Montfort University, where he achieved a 2:1 BA Hons degree in Business and Management, Ash pursued his interest in financial planning and began working in financial services immediately. He is now a Financial Planner at Prest Financial Planning.

Ash has completed numerous examinations as he strives to develop his knowledge, attaining the credited Diploma in Regulated Financial Planning in 2016, amongst other examinations. He is also a member of the Society of Mortgage Professionals.

Ash plans to continue his professional development and aspires to achieve Chartered Financial Planner status.

He commits much of his spare time to sports; whether that be football (playing in an amateur league or being entertained by Manchester United) or keeping himself fit in the gym. He also enjoys socialising with friends and family.

Jan Peter Robinson - Independent Financial Adviser

Jan Peter Robinson

Jan joined Prest Financial Planning in 2010 and became a Director in July 2014.

Jan has been practising as an Independent Financial Adviser since 2003 and achieved Chartered Financial Planner status in June 2014.

Jan advises on all aspects of financial planning for individual and corporate clients, including pensions, investments, inheritance tax planning and protection, and has forged strong relationships with local accountancy practices and professional connections who understand the ways their clients can benefit from financial planning.

Jan and his wife Debbie are kept busy with their two young children, Penny and Theo. In his spare time Jan enjoys playing golf, watching football and keeping fit.

Joe Rose - Independent Financial Adviser

Joe Rose

Chartered Financial Planner Joe Rose has a wealth of knowledge and experience gained over almost two decades years in financial services. After completing his Economics degree in 2001, his career began in mortgages, moving into investments with a major bank and latterly at a large life and pensions office supporting law firms in Greater Manchester.

As a Society of Later Life Advisers (SOLLA) accredited specialist, Joe is committed to ensuring his clients receive the highest levels of advice. Joe achieved Chartered Financial Planner status in 2013 and went on to achieve Fellowship of the CII in 2016. He uses his knowledge to inform and advise clients on investments, inheritance tax planning, retirement planning, equity release and long term care fees planning utilising advanced cash flow planning techniques. Joe is also a qualified pension transfer specialist.

Outside of work, Joe’s time is largely spent with his wife Maxine and their three young children, Miles, Blake and Mia. When the family are not keeping him busy he really enjoys a round of golf.

Mark Livesey - Independent Financial Adviser

Mark Livesey

Mark joined Prest Financial Planning in 1986 and was invited to become Director of the Company in 1999. Following many years of study, Mark attained Chartered Financial Planner status in November 2011. He then went on to attain his fellowship of the CII in 2012, which is universally regarded as the premier qualification for those working within the financial services industry.

Mark specialises in all areas of financial planning, including taxation and trusts, retirement planning, and all forms of investment and savings advice. Mark also enjoys addressing more complex financial planning needs, leading him to assist many individuals in the medical profession.

Originally from Manchester, Mark now lives in Prestbury, Cheshire with his wife Lisa and their three children. In his spare time, Mark enjoys keeping fit either in the gym or playing football regularly. He’s also a long time Man City supporter, so has experienced the suffering as well as their more recent victories!

Jelena Gunner - Ascot Lloyd Independent Financial Adviser

Jelena Gunner

Area of expertise

Pensions, Investments, Inheritance Tax Planning

As a Financial Planner, at the heart of what I do is a simple idea- appropriate planning is the key to financial strength. I use my knowledge and experience to create a plan which is right for my clients.

People trust and choose me to help them make informed choices. I simplify their lives by cutting through the web of options and selecting  solutions which are personal to them. I make it easy for my clients as I take on the tasks of arranging the  paperwork, communicating with various providers and obtaining necessary information to ensure my clients receive a reliable service.

Background

Before working in the Finance industry I managed  a couple of successful restaurants. This experience honed my organisational and planning skills, as well as giving me a focus on financial side of profit and loss. My passion is helping people and coupled with my mathematical background, finance has been a natural progression.

I have been in finance for over 18 years. I started my career in Nat West Bank in 2001 where I looked after the high net worth clients, specialising in investment advice and inheritance tax planning.

Since leaving the bank in 2012, I worked as an Independent Financial Adviser and broadened my experience, to include pensions and general investments such as ISAs. I joined Bellpenny (now Ascot Lloyd) in 2016.

 

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits