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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Sale
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.
Sale
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.
Mark Willis
Depledge has advised on investments and managed my portfolio very successfully over the past 3-years. A very professional company. I am kept well informed on the status of my investments and they are prompt at replying to any questions or queries. They take the time to explain things in a clear & understandable way. Highly recommended.
Sale
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.
Steve Morris
Mark Galligan (MGT Financial Planning Ltd) has been my financial advisor for over 10 years. He is very professional, personable, knowledgeable and a pleasure to work with.
Having initially established my objectives he has helped me create a varied investment portfolio to meet my requirements, explaining the pros and cons, risks and benefits of each investment he has recommended.
During the period Mark has been my financial advisor he has undertaken regular reviews to ensure that that my investments are still on track to meet my requirements, recommending adjustments when necessary. I am happy with the performance of the investments that Mark has recommended.
Sale
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.
Sale
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."
Sale
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.
Sale
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.
Sale
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.
Sale
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.
Sale
Established in 2002 its safe to say that we have the the expertise to guide you through the property buying process and secure your mortgage with the least amount of hassle. Whether you are employed or self employed we are here to help, our experience in the mortgage market is second to none and have always pride ourselves on offering full advice on mortgages and insurance. Our Aim is to build long term relationships based on trust which enables us to offer the best advice for our clients.
Sale
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.
