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Eccles
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.
Eccles
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.
Eccles
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?
Eccles
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.
Robert
Brilliant service, I can't thank you enough. I had several pensions from my career and I couldn't locate a few of my retirement plans having lost track over the years. Ryan and Elliot took the time to understand what I wanted to achieve in my retirement while helping me locate all my plans. I feel relieved that I now have a plan in place so I can achieve the retirement I want. Thanks again for all your help and guidance.
Eccles
We're a bespoke Financial Information service based in Salford Quays, specialising in lending and investing. Our team is backed by over 35 years in the industry. We provide an array of financial services through our lending, and the competitive, investment arena. Our specialists, collectively have more than 75 years experience in this industry. We offer a personal touch to our clients through our ability to speak 5 different languages, including Arabic, Urdu, Punjabi, Gujarati and Chinese.