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Altrincham
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.
Richard Wilson
I've known Foresight for many years and recently introduced them to my mother to handle her investments. The brief changed to shorter term, income generation and James Allen came up with a great strategy that's being implemented. His descriptions were clear and free of jargon and my mum even said - and I'm quoting now, this is not me - "even someone as stupid as me understood him" (for the record she's not stupid but doesn't enjoy this stuff much). Thanks for your help.
Altrincham
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.
Altrincham
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."
Altrincham
Independant financial advisers with Chartered Accountants and qualified tax experts. We operate on a holistic basis ranging from pensions, investments and protection, all the way through to Wills, Trust planning and wealth preservation
Ronnie
Top service, from start to finish and was kept updated at every stage. Have had 3 btl remortgages handled by Sveta and very happy with service. My last one was a conversion from a residential to btl and even though there were challenges with the lender handling my other BTLs Sveta did not give up and got it done via another lender. Thank you Sveta.
Altrincham
Financial planning is about much more than money, it’s about your life. Having a strong financial plan in place gives you the freedom to achieve what you want out of life. Smart Financial works with high net worth individuals, senior business professionals and business owners, to help them identify the lifestyle they want, and create a plan to live it. We believe that investing money is solely for the purpose of fulfilling goals and we want to empower our clients to achieve and maintain their chosen lifestyle, without the fear of ever running out of money and without working for a day longer than they need to.
EstherB-23
My husband had got a large redundancy package and we were very unsure what to do with it, obviously we wanted the money to work for us.We were introduced to Smart Fanancial and instantly we know our money would be In good hands.Although we iniatally only intended to invest for 5 years we quickly realised that would be foolish.We have received a excellent service from Steve Martin and Tamsin Kane.tney are extremely: knowledgable, approach able, professional and hard working and nothing is ever to much trouble. In fact even one I have encountered within this firm has made us feel like very valuable customers.I would not hesitate to recomm this any, you woułdon’t get better service anywhere.
Altrincham
Georgia Penny
I asked Graham to help me when I needed pension advise recently.I was really pleased that I could pass him all of the paperwork and leave him to work out my best options and then give me clear advise that I could understand. Pensions are not the easiest things to understand but Graham was very patient and explained everything so that it made sense. I would definitely recommend Graham to anyone who needs good advise, that makes sense, from someone that can trust.
5.00/5.00
based on 11 reviews
The average rating for Bark Financial Advisors in Altrincham is 5.00, based on 11 reviews.
