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Stretford
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.
Stretford
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.
Stretford
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.
Stretford
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?
Stretford
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."
Stretford
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.
Stretford
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.
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. We work with you over the long term on a no obligation initial consultation basis. If you have any questions, please don't hesitate to contact a member of our team and we look forward to helping you with your financial planning need, helping you acheive your goals. Although we are based in Manchester, we offer advice over all areas of the UK.
I love the fact we get the opportunity to work with clients and their families over the course of many years and help them achieve their financial goals.
I wanted to take control of the service we provided clients and ensure we look after everyone the same, offering a personal and relationship-based approach to our advice.
Owning my own business, allowed us to put in place everything we could to make sure our clients expectations are exceeded every time.
We care about our clients and the service we offer. Lionbridge has a great support team who aim to get back to clients within a certain time frame, you can always reach someone from our small team to answer any questions you may have while having a vast range of experience working with clients from all backgrounds.
We understand how important it is for clients to receive a certain level of service which we feel we are in a great position to offer.
Absolutely! we can meet over any platform such as Zoom, Teams, Facetime or if you'd prefer, over the phone.
Remote working, while following all gov guidelines if a client wanted to meet face to face.
