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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.
William Seddon
Well, what can I say. When we started looking for a financial advisor we didn’t have high hopes from what we’d heard from other peoples experience but we have been blown away from the personal touches and professionalism of Ryan, Elliot and Sophie.
We didn’t feel under pressure at any point of the process and knew they were doing everything in the best of our interests. I’m confident we’re in good hands and feel more in control of our financial future. Can’t recommend enough.
Greater manchester
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.
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?
Jamie Gill
Empirical Financial Planning arranged life cover for me. They were quick to respond, very professional, and kept me fully informed as to the progress of my application. Their recommendations were clear and made perfect sense. I’m comfortable I now have the right cover in place. I would certainly recommend them.
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.
Mrs Rebecca Brewer
I would like to fully recommend Mark and his team from MGT. Mark assisted with investing my inheritance. Mark was extremely patient with me as I suffer with a long term illness which meant I was not always available due to being ill. Mark also took plenty of time to explain his strategies and recommendations. I totally trust Mark and MGT and therefore I would definitely recommend MGT.
Lancashire
Our service encompasses tax-efficient investment planning, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. We provide a truly holistic financial planning service which ensures no stone is left unturned in order to help you reach your long-term financial goals and objectives. Each financial plan is structured to meet your specific needs, whether you are an individual, business owner or corporate client.
Nationwide
We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK
Cumbria
We are directly regulated by the Financial Conduct Authority and as Financial Advisers we act on behalf of our clients and are bound by our regulators to offer best advice, which complies with the concept of “suitability”. This helps to ensure that the right advice is given and the most suitable products and services that meet the client’s specific requirements are identified and recommended.
A short introduction can’t do justice to what we’re about as a business. What do we stand for? How would it feel to place your trust in us? But here goes… We’re a team of 77 and as you’d expect, we know our stuff. We’re a healthy blend of years of experience and young talent too. We’re a group of individuals from different backgrounds, with different interests, different passions and different goals and ambitions.
Lionbridge Wealth Management
Depledge Strategic Wealth Management
Empirical Financial Planning
