The 30 Best Financial advisor in Manchester

“Lyndsey was very professional and a great help when sorting out my pension”

“I've been to see other 'financial experts' and in my experience, most of them tell you want to hear, and then try and sell you one of their products. I recently went to see David Shirley at Strategem FP. Not only is extremely knowledgable on a wide range of financial planning aspects, he's also very approachable. I told him my ideas on an investment strategy (which would have given him some fee paying work). David listened, then spent quite some time explaining why my strategy was not the optimal one for me, and provided me with an alternative strategy, which was best for me, although didn't provide him with any fees. It's safe to say that he really does act in the clients' best interest. I will more business people operated like David. Highly recommended.”

“Very happy with Castlefield's helpful financial advice.”

“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.”

“If actions speak loudest, after interviewing every UK based fixed fee financial planner we could find online, we entrusted our parents financial affairs to Colin. Colin has a wonderful ability to communicate challenging concepts with clarity and patience. Colin is an advocate of passive, index investing. Colin's pricing is exceedingly fair, unlike traditional AUM fee structures that attempt to justify itself via fear mongering (with some variant of "this is too complex for you to do without us"). It is a shame Colin is such a rarity, if you can establish yourself as a client before he runs out of capacity, consider yourself lucky.”

“We recently reviewed our investments through Mark, having taken them out through his father in the 1990s. We wanted to make our investments IHT efficient and Mark helped us to do this efficiently.”

“I met with Ray to discuss my existing pensions as I had decided to start my own business. Ray reviewed my funds and spotted that I was taking more risk than what I was comfortable with and reallocated them. This was a seamless transaction and potentially saved me a lot of money as I had no idea about the risk I was taking.”

“We recently worked with Prest Financial on their promotional film. They have firm family values and are very professional from beginning to end.”

“Thank you so much to Clare at Slaiyburn for supporting me to set up savings and pensions pot my little boy. I wanted to start saving something for his future, making sure that he had some financial security, and also good financial habits from a young age. I knew that just putting money in a savings account wasn’t the best use of my money. But then when I started looking into other investments options, it just baffled me, and was a bit overwhelming. Clare’s so knowledgeable and patient, she took the time to explain all of the different options for me, helped me to make sense of the financial world. My little one now now has an investment savings and pension pot, that’s earning money for him already. Thanks again, I really appreciate how much time you afforded to me, to help me make the right decisions. I’ll be back again when my mortgage is due for renewal.”

“I recently found myself in the position of looking for a new accountant following the unexpected resignation of my previous accountant from his own firm. I had no hesitation in contacting Moira from Financial Growth Solutions as I had heard her talk so knowledgeably about financial matters, business planning, taxation and Xero, the accountancy software I was using already. Moira made the transition of moving all my accounting and payroll to Financial Growth Solutions as straightforward as possible. I have been really pleased with the proactive way she is looking after the accounts and my business interests. The fees I was quoted are competitive and I therefore have no hesitation in recommending Moira should you or any business owner you know need the services of a great accountancy firm. Matt Nichol”

“As a first-time buyer, I found the mortgage process to be complex initially; however, Komal, Sneha and the team at Finsso Financial provided exceptional guidance throughout. Komal and Sneha was highly professional, knowledgeable, and always clear in explaining each stage of the process. Communication was consistent and timely, and I felt fully supported from start to completion. I would confidently recommend Finsso Financial to any first-time buyer seeking reliable and professional mortgage advice.”

“Julian is a great guy, definately knows his stuff, really glad I chose your company thank you”

“Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.”

“Such a helpful articulate and polite young gentleman. Thank you so much Dwaine. Highly recommend!”

“Andrew is extremely professional and well-informed. I found him via reviews and have never regretted the choice for what has been a complicated setting up of a post-divorce annuity. He came twice to the house for meetings which was much appreciated. He is patient, emotionally-intelligent and never pushy; he thinks about what is best for the client. He sources excellent products, explains his thinking; he follows up, is pro-active. While being clear, concise and in control he is always warm and friendly. I appreciated the fact he was prompt to answer queries and also nudged us to complete paperwork, etc. Totally to be recommended.”

“I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.”

“Although not directly a client of IFS I have to say how amazing Kirsty Guite has been arranging a mortgage for her client buying a property through me, I am an estate agent of 35 years and have never seen a broker go to such lengths to help her client, she showed a never to be beaten attitude in what was a very complicated transaction, the clients mortgage application was handled very professionally and executed quickly and the matter has now exchanged, a conclusion which I am sure would not have been achieved without Kirstys tenacity, highly recommended.”

“I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has been very good and I would highly recommend them to others.”

“Jordan and the PM+M Team have been outstanding throughout the whole process. They have been informed and professional from start to finish and have guided me through the journey the whole way. I look forward to working with them in the future to manage and improve my investment portfolio. No hesitation in providing a 5* Rating!”

“Thanks to Mark he's sorted out my dad's pensions, my pensions and my grans over the years. I would highly recommend Mark and his services 100%.”

“Absolutely amazing service well recommended”

“We have been advised by Mark for 17 years. He provides a great service, clear advice and assurance that has steered us towards our retirement goals without drama. I would recommend him to friends and family without reservation.”

“Johnathan and Mark helped us to get our dream home we never thought we could have they are top professionals and make the whole mortgage process as stress free as it can be, and when we had to change houses they were on hand to act quickly so we had no delays and managed to find us a better rate, they also provided us with life insurance for total price of mind couldn’t recommend Broadoak highly enough and we will be using them again when we need to remortgage in the future *****”

“great website very easy to navigate”

“What an absolute gent Mike is. I phoned this morning for some quick advice on behalf of my elderly and disabled Father who needed some quick but assuring advice. Mike spent 15 minutes on the phone providing a clear but concise overview, putting our minds at rest. Thanks Mike.”