About us

The team at The Prestige Family has many years’ experience providing practical financial planning advice to people, families and businesses in Leeds and the surrounding area.

We provide advice across a wide range of services including pensions, savings & investments, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients

This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At The Prestige Family, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Katie Davis

Katie is a Chartered Financial Planner with over 21 years experience in the financial services and insurance industry. She holds the highest qualification available in financial advice (Fellow of the Personal Finance Society – FPFS) in addition to 10 other financial planning qualifications. Katie provides holistic advice to clients on pensions, investments, mortgages, protection and inheritance tax planning.  Katie prides herself on making financial planning less daunting for her clients and their families and her passion for helping others is evident in all aspects of her professional and personal life.

Ben Corker

Ben started his career in financial services over 21 years ago and has a wealth of expertise and market knowledge when it comes to helping his customers with their mortgage and protection planning.  Ben qualified as a Mortgage & Protection Adviser in 2005 and has since helped hundreds of clients over the years.  He is passionate and dedicated in making sure his customers get the best mortgage to suit their needs and ensures they have peace of mind and financial protection against life’s uncertainties.   Click here to book a Free Consultation  

Jane Hey

Jane is an integral part of The Prestige Family and is passionate about ensuring all clients receive an exceptional and personalised service at all stages of their advice journey and beyond. Jane has 15 years of invaluable experience in the financial industry and brings a wealth of expertise to her role as Operations Manager in the business.  Jane is responsible for overseeing the day-to-day operations and plays a critical role in ensuring that the business runs smoothly and efficiently.

Want to know more?

To find out more or to arrange a meeting with us, please call
07725 881190, or email katie@prestigefamily.co.uk

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