Prestwood® provides comprehensive financial planning software, including ‘client facing’ and ‘practice management’ modules that interlink, to show clients a projection of their financial future, their opportunities and challenges.

Prestwood Software is designed by financial planners for financial planners. Users include many of the UK’s most successful lifestyle financial planners, leading networks, accountancy firms and legal practices.

After 30 years of development, it continues to pioneer innovations, resulting in a range of accurate, dependable, user-friendly products, backed by an unrivalled support team and a network of first-class mentors. We continue to extend the functionality, flexibility and compatibility of the software, linking to more third-party software and platforms.

Prestwood Software remains at the cutting edge of the profession through constant development to keep pace with changing legislation and emerging professional requirements.

There’s more to professional financial planning than numbers and products! Over the past 37 years, Prestwood’s own financial planning firm has developed a service that has earned an enviable loyalty from high calibre clients. It has become a respected, fee-based, trusted adviser as befits one of the founders of the Institute of Financial Planning.