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Foresight Wealth Strategists has been based around Hale and the surrounding area since 1998. Providing exceptional levels of service to highly successful individuals and their businesses, freeing up their time for them to do the things they do best. We approach finances with a holistic attitude, considering your entire financial picture. and it is no coincidence that we have grown to be one of the most trusted advisers in the area.
I offer an initial free of charge 1hr discussion, this gives us both an opportunity, firstly for you to understand what areas of advice I can advise you on and secondly for me to understand what you are trying to achieve. At our first meeting, we conduct a fact find and a presentation of my services, by the end of the meeting you will understand how I can help you achieve your goals and how much it will cost you.
Greater manchester
Chartered Financial Planners We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners and confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff. Only the UK’s premier financial planning firms qualify for Chartered status so you know that when you use a Chartered firm you are dealing with proven professionals.
Paul C
I have been using Andrew Day and the team at Depledge for a few years now to manage my pension fund. The service has always been quick, friendly, and professional. They always take the time to explain everything in detail and provide insight into the decisions made regarding the investments selected. They always reply promptly to any queries, or acknowledge receipt of the query and provide a time by which a response will be provided. My requirements are also consistently reviewed to see if I have the correct products and cover for my current circumstances, advising me to stop paying for anything that is not required and ensuring I have the best possible price for other products, for example life insurance. They have never tried to push me into purchasing any product or service, only provided information about the options available. If I have said I do not feel I need a product then it is not discussed again until the next review period, usually just to see if my opinion has changed. I have been very happy with the service provided and have no reason to believe this high level of service will not continue. My goals and progress towards these are always discussed and reviewed to see if changes to the approach are required.Overall I would say that Depledge provide a very high quality service that feels tailored to my exact needs and circumstances, all for a competitive fee within the industry. I would not hesitate to recommend them.
MGT Financial Planning Ltd was founded on the principle of integrity, and this informs every decision we make within the business. We provide independent financial advice to both private and corporate clients.
Greater manchester
In 2019 I created Cartier Wealth, a financial planning firm focused on delivering low cost, evidence based financial solutions. My passion is to learn what really matters to people so that with my experience and expertise I can guide them towards their financial goals and well-being. My initial meeting is completely free of charge, at zero cost to you. I am happy to visit you at your home or place of work, or if you prefer we can meet remotely via google meets.
Greater manchester
We are a firm of Independent Financial Advisers who provide financial advice to individuals and business owners. We cover the full range of financial planning areas including retirement planning, saving or investing towards a particular goal, protecting you and your family against accident and illness, business protection and IHT and estate planning. A lot of people still have the misconception that financial advice is only for rich people which is simply not the case.
We help our clients plan - plan for retirement, plan for life-changing adventures, and plan for the worst. We use sound economic theory, empirical data, and behavioural finance as guiding principles, to make their plan become reality. We call this Evidence-based Advice. The key things clients should consider when comparing us to other Advisers or your existing Adviser: 1. Is the Adviser Independent (whole of market) or Restricted to in-house (and perhaps sub-optimal) funds and products?
Greater manchester
We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you. “Advice For Life” Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments
Franco Ciolfi
I have been dealing with M&B for several years now and the service I have received from Nick and his team is faultless and I shall be dealing with them for many years to come. As a business owner and home owner etc, I always feel they have my best interests at heart and are a truly principled firm. Keep up the excellent work!!
O161 399 O1O5 Lionbridge are a professional, friendly, fully authorised and regulated financial planning firm based in Manchester that cares about our clients and the personal service we offer, with our financial advice covering all areas of finances to ensure you reach your financial goals. We offer full-service, holistic financial planning which means we can look after your Mortgage needs right through to your Retirement Planning, Investment advice and estate planning, while ensuring you, your family and business are sufficiently protected.
At 2plan wealth management Ltd, we offer comprehensive financial advice designed to protect and enhance your future prosperity and have been providing financial planning solutions for clients since 2007."
Lancashire
Our service encompasses tax-efficient investment planning, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. We provide a truly holistic financial planning service which ensures no stone is left unturned in order to help you reach your long-term financial goals and objectives. Each financial plan is structured to meet your specific needs, whether you are an individual, business owner or corporate client.
Jackson Lee are a firm of Chartered Certified Accountants with offices in Bury, Manchester and Cheadle Hulme. We pride ourselves on delivering pro-active, specialist and commercial advice to clients of all sizes. One of our proudest achievement since the start is the growth of the firm which has been influenced by 98% of our existing client base. Yes that’s correct. We’re proud to service in excess of 400 clients strong since we started in 2014 demonstrating our clients believe in us and take value from our advise.
Finding a genuine provider of financial instrument is very challenging but we are certified Financial Instrument providers in United Kingdom. Presently, we only focus on BG/SBLC for Lease and Sale transactions. However, our Lease BG/SBLC is 6+2% and Sale at 40+2%. Should you find this interesting and acceptable? Kindly, contact us and we shall review and respond with draft Contract/MOU within 48hrs maximum.
Through a deep understanding of our clients’ goals and the application of our financial expertise, Broadoak Financial Planning empowers clients to attain peace of mind and maximise their lifestyles. We’re a purposeful company committed to changing lives for the better by doing the right thing.
We are a team of business funding experts who secure SMEs the right facility, at the right price. Our years of experience means we secure exclusive deals and can quickly search the market on your behalf to find the best funding solution for your business. We take the hassle out of paperwork as we ensure you meet all eligibility criteria and help complete all the relevant paperwork.
Lancashire
Norden & Bamford is a trading style of Richard Martin Financial Services, Independent Financial Advisers. At Norden & Bamford we help our clients make the most of their investments and pensions and pay less tax. If you are considering transferring pension benefits from a deferred final salary scheme then take advantage of our free initial consultation and competitive capped fees.
Financial Advisers based in Manchester with over 30 years experience providing friendly, professional Financial Advice. We specialise in Pensions, Investments and Protection.
Lordstone Financial Planning is an award winning financial advisory practise, as featured in The Times, who offer personal advice to our clients, helping them with practical solutions to the financial issues that concern them most.
