Financial advisor in Wilmslow

“Ruth really takes her time to get to know you and offer truly bespoke and honest advice suited to your needs, circumstances and future goals. From the moment I first made contact with Ruth, she made me feel relaxed and confident I was in good hands. Thank you Ruth for your advice and unwavering support.”

“Equilibrium hosted the most wonderful Christmas lunch today at Merrydale Manor. Great to meet a few of the team and chat to other clients.”

“I have always been given honest advice and guidance over the years with my finances. Recently James assisted with my pension and allocation of certain funds. Knowing I have someone at the end of the phone at anytime to advise on important financial decisions is extremely reassuring. Thank you James.”

“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’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”

“Very pleased with the advice given by Mark Easter regarding our pensions. All options and scenarios are explored which is very reassuring.”

“Probably a good time to review - 6/7 years into my relationship with Richard. Really just very solid and reliable. Nothing dodgy ever. My funds have done slightly better during the good times and also slightly better during the bad times. Consistently reliable, easy to contact. A very solid advisor. I'd recommend without hesitation. Ty Glover.”

“Since qualifying as a GP, I've found navigating the complex world of medical accounting incredibly daunting. Thankfully, I discovered Vicky at VE Medical Accountant, and she's been an absolute lifesaver. Vicky's expertise and understanding of the specific financial challenges GPs face is outstanding. She takes the time to explain everything clearly, ensuring I fully understand my tax obligations and financial position. Her proactive approach and attention to detail give me complete confidence that my accounts are in the best possible hands. What I appreciate most is how Vicky has made the entire accounting process incredibly easy for me. She's streamlined everything, from record keeping to tax filing, allowing me to focus on what I do best - caring for my patients. Her efficiency and responsiveness are remarkable; she's always there to answer any questions I have (and I have asked many, many questions....), no matter how big or small. Thanks to Vicky's exceptional service, I can focus on my practice with peace of mind knowing my financial affairs are expertly managed. If you're a GP (particularly a new GP locum) looking for a reliable, knowledgeable, and supportive accountant, I can't recommend VE Medical Accountant highly enough.”

“This is a test initiated by the firm to test the customer services and response processes.”