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Salford
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.
Salford
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.
Paul D
Mark has provided a very professional and thorough service. He has carried out a comprehensive fact finding review of my wife & I's finances including Pensions, ISAs, Investments. We feel that our finances are now in good order, and he has understood our situation. We look forward to working with him in the future
Salford
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.
Salford
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.
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? 2. What are their fees? 3. What is the total cost of ownership? - i.e the total of all charges including Adviser, Investment, Product fees - not just upfront, but on an ongoing basis too 4. What risk is being taken to achieve the investment return and is the portfolio optimised? 5. How are your portfolios rebalanced and what is the rationale behind this policy? 6. What ongoing service will you receive and how is performance benchmarked? 7. Do they use Cash Flow modelling as standard?
Being in a position to genuinely help people, by delivering a service that's completely focussed on them and their best interests, free from any bias, sales targets, or obligation to recommend inferior solutions.
Empirical Financial Planning is the culmination of over 15 years of industry knowledge and experience. It was borne from a desire to genuinely do what's best for people.
We're a next-generation Financial Advice Practice that uses what we feel are cutting-edge processes and methodologies to seek out not only a suitable solution for our client's needs, but actively seeks out the optimal solution.
We use a unique blend of economic theory, empirical data, and behavioural finance as guiding principles. It's in our DNA.
An example of this is the economic theory of "utility maximisation". This, in simple terms, means allocating your budget to areas where you'll get the most value, or "bang for the buck". This can help where you are torn between protecting your family, living for today and saving for tomorrow when your budget has limits.
We use Cash Flow Modelling as standard when advising on Pensions/Retirement Planning or Investments. We don't charge additional fees for this or reserve it only for specific segments of clients.
The end result is a simple, easy-to-understand set of recommendations that gives you peace of mind and value for money.
The majority of this was not possible as an employee in a "legacy" or "traditional" IFA practice.
Clients should consider working with Empirical if they are seeking honest, unbiased Financial Advice. With our guiding principles, there are no pushy sales tactics or obligation to proceed. We're happy to talk to anyone that feels they need advice, whether they are just starting out in their career, or nearing/in retirement - Evidence-based Advice can deliver real value no matter your stage in life.
The recommendations we make are based on thorough research and cutting-edge principles, which are clearly presented and easy to understand. We won't shower you with jargon, but we'll give you as much information as you need and go into as much detail as you like. We're radically transparent.
We like the phrase "Sophistication, Simplified" because even though there are some complex methodologies and processes behind what we do, the end result is a clear, easy-to-understand report and recommendation.
We're happy to talk to you to see if we can help.
The key things clients should consider when comparing us to other Advisers or your existing Adviser:
1. Is the Adviser Independent or Restricted to specific products?
2. What are their fees?
3. What is the total cost of ownership - i.e the total of all charges including Adviser, Investment, Product fees - not just upfront, but on an ongoing basis too.
4. What risk is being taken to achieve the investment return and is the portfolio optimised.
5. How are your portfolios rebalanced and what is the rationale behind this policy?
6. What ongoing service will you receive and how is performance benchmarked?
7. Do they use Cash Flow modelling as standard?
5.00/5.00
based on 52 reviews
The average rating for Bark Financial Advisors in Salford is 5.00, based on 52 reviews.
