Financial advisor in Altrincham

“I used James to help me with a recent house purchase and found his advice very helpful in navigating the myriad of mortgage options available. James knows the market very well and is friendly, approachable and responsive. Highly recommended!”

“I have received professional and knowledgeable advice from Capstone but with such a friendly and personable manner that I look forward to seeing my financial adviser. He has produced a financial plan that projects the next 5 and 10 years with a presentation that was both useful and understandable. The office staff are also friendly and cheerful and I am always made to feel welcome with a cup of tea etc. I am totally satisfied with the advice given and cannot praise Capstone highly enough.”

“I would not hesitate to recommend Ulrich. He gave us great advice when sorting out our first mortgage. Ulrich was recommended to us by a family member and he was extremely helpful. Fantastic service.”

“This was my first time investing. I sat down with Tom who explained things clearly and I felt very comfortable with my chosen portfolio. His patience, professionalism and ability to make this experience an exciting prospect whilst being informative throughout certainly sets Chronos apart from other financial advisors. I Would highly recommend chronos wealth management!”

“Would highly recommend using for mortgage. Matt has gone above and beyond to help me through the process and made it so much less stressful for me. Very helpful, professional and friendly.”

“My wife and I have been lucky enough to have had Chris’s support and advice for over 10 years since we retired. He and his team have helped us greatly in planning our financial future and ensuring we have a secure financial retirement with our pension and investments.”

“Our whole family have been with Kellands for well over a decade now. Can not fault these guys in anyway.”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“I used this company to remortgage my house. They made it simple and easy because they are so helpful and they go way and beyond, especially Rob and Louise. Nothing was too much for them. I would highly recommend them and will be using them in the future”

“Amazing level of service from start to finish. Lee was exceptional and always very professional offering excellent advice and guidance. Would have no hesitation in recommending Entire FS.”

“After realising that my small business needed something more than a transactional accountant, I moved to Krystal Clear and haven't looked back. The business advice, support and coaching has re-focussed my attention on growing my business and using my time more effectively. I feel I have experts in my corner and no matter what is thrown at me, they will give me the support I need to emerge stronger and more profitable.”

“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail. One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions. Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.”