Asset allocation strategies in Manchester

30 results found

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  1. 3

    ARK Financial Planning

    ★★★★★ 5
    Closed

    “My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

    Address: Delph New Road, Delph, Oldham OL3 5DE, United Kingdom

    Phone: +44 161 303 9977

    Website: arkfp.co.uk

  1. 4

    “I first spoke with Rowena Birch about my pension. She took a holistic approach and we went through everything I needed to have in place. I now feel as if I have my finances organised and under control and know I have a friendly, professional expert available to answer any questions I may have. I have since recommended Rowena to a number of friends and family and all have been equally as impressed with her approachable, but professional manner.”

    Address: 210 Folly Lane, Swinton, Manchester M27 0DD, United Kingdom

    Phone: +44 161 507 3398

    Website: prestfieldwm.co.uk

  2. 5

    NOW Financial Planning Ltd.

    ★★★★★ 5
    Closed

    “My mother and I have found Phil @ Now hugely helpful and reliable. His help and transparent advice, particularly with the passing of my father, meant that the financial aspects were covered easily. Improving your financial situation can appear daunting, but Phil has made it seem easy and results stand out for themselves.”

    Address: 168 Ashley Road, Hale, Altrincham WA15 9SF, United Kingdom

    Phone: +44 161 941 1944

    Website: nowfinancial.co.uk

  3. 6

    Logros Advisory Partners

    ★★★★★ 5
    Closed

    “I’m new to the networking world and after speaking with Lee he’s given me the perfect springboard into an area that’s completely foreign to me. Lee combines his friendly and approachable personality with his business expertise, he frames things in a way I hadn’t thought of before. After a short time with Lee you’ll realise he can’t turn the coach off, which is a good thing because he will challenge you, and helped me tap into things well within my own skill set that I was overlooking. It was a great to talk to Lee and I’m looking forward to spending more time with him. Kind Regards Kyle”

    Address: Salford M50 2ST, United Kingdom

    Website: logros.co.uk

  1. 7

    Baker Financial Planning Ltd

    ★★★★★ 5
    Open

    “I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

    Address: 146-148 Bury Old Road, Whitefield, Manchester M45 6AT, United Kingdom

    Phone: +44 161 796 1888

  2. 9

    Principle Investment Management

    ★★★★★ 5
    Closed

    “Joel was amazing sorting out the mortgage for me and my partner. As first time buyers the process is really daunting with so much to consider and so much information to digest. Having someone who could explain our options and who knew the market was so reassuring. We felt confident we could make an informed decision and have one less thing to think about”

    Address: 91 Stockport Road, Marple, Stockport SK6 6AA, United Kingdom

    Phone: +44 161 449 9166

    Website: principle-im.com

  1. 10

    Blackstone Finanical Management

    ★★★★★ 5
    Closed

    “Nick helped us buy our first home and was fantastic to work with, can't recommend him highly enough. He helped us navigate the whole process with complex situations of living / earning money / paying tax abroad and returning to the UK, as well as swapping to a different property half way through. He's really good at explaining things clearly and giving no-nonsense advice about the best options at each decision point. Looking forward to working with him again with mortgage renewals and any future house purchases.”

    Address: 22b Station Road, Cheadle Hulme, Cheadle SK8 7AB, United Kingdom

    Phone: +44 161 482 8285

    Website: blackstonefm.com

  1. 16

    Wayne Austin IFA Ltd

    ★★★★★ 5
    Closed

    “Very professional and knowledgeable IFA. The staff are all fully qualified and professionally regulated. I have had the pleasure of working along side Wayne and his staff for the last 2 years and I regularly refer my own clients to him.”

    Address: 129 Deansgate, Salford M3 3WR, United Kingdom

    Phone: +44 161 832 8800

    Website: wayneaustinifa.com