Financial advisor in Warrington

“Can honestly not recommend Ross Jones at homes financial enough, he’s been amazing our case was far from simple without the added issues from covid. He’s worked so hard to source us the best deal and to offer the best advice and guidance he could give, nothings been too much trouble. He fully guided us though the process supported ours decisions with data advice. Ross is Polite, professional, hard working, truthful and honest. Always quick responses to email and calls and goes that extra mile. I’ve already recommended Ross to multiple friends and family. He is an absolute credit to your team, thank you so much.”

“A very comprehensive webinar with important detail around the teachers pension along with lots of information around topics like income projections, AVCs and tax. I’ve attended a few of these and this was the best for teachers. There was also no hard sell to use their services.”

“We have worked with Peter since buying our first home in 2016 and at each mortgage renewal since then. He is very helpful, explains everything clearly and answers any questions we asked. I would really recommend using Real Financial Planning.”

“Very nice guy, helped alot with our mortgage. Did basically everything for us and talked us through it all very simply. Couldn't have bought our first home without him”

“Luke has always been really professional, accurate and helpful. Personable and knowledgeable, we feel lucky to have had him to support us over the past few years. Highly recommended.”

“If you're first time buyers and need help with the whole process and securing a mortgage I would highly recommend Kevin at Elm Tree finances, he was there for us throughout and helped us to understand each step no matter how big or small, secured us the best mortgage and ensured everything was in order”

“I cannot recommend Jonathan highly enough. He has managed my pension arrangements for 5 years. With his guidance I have been able to achieve all of my plans from aged 55 onwards, in terms of work/life balance. We have regular reviews which enable me to make informed decisions. I have managed to spend nearly 5 pre-school years with my Grandson, which is priceless! Thanks for everything.”

“Braken Chartered Accountants have provided my Company with a fresh invigorating style of approach to ensuring all accounting records are maintained and current within my company. I would not hesitate to recommend them to any small or medium size business, your financial planning will be in safe hands.”