Financial consulting in Manchester

“Cost care have carried out our R&D tax credit claims for the past 10 years and have always taken the lead in supporting us all the way through the process and helping us save thousands of pounds in the process. I would not hesitate to recommend Cost Care tp any company involved in R&D”

“Would like to thank Hajirah Zia at Pearsons for help and professionalism when transferring home ownership for us recently.”

“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.”

“Legend Financial and Tax Advisers are truly a legend to work with professional, reliable, and always ready to assist. Their reports are accurate, clear, and delivered on time, making financial and tax management much simpler. They explain complex matters in an easy-to-understand way. Highly recommended!”

“I've used this company since 2015 for all my mortgage needs and wouldn't consider using anyone else. They have been brilliant, going above and beyond to provide the best of services. Not easy trusting just anyone with such important matters, but have always felt in the safest of hands. I have no reservations recommending. Thanks for all you have done and continue to do.”

“Fantastic service from Trudi and the team. Extremely professional and everything was explained and presented very well. Would highly recommend!”

“Philip Kemp has financial experience spanning many years in the industry. I found him via a google seach for advisers local to me, and he has proved to be a font of knowledge, presented in a manner that us lay people, in terms of financial issues, can readily understand. Philip's duty of care is second to none and having helped with an old pension that now will provide growth after being dormant for many years, we are moving on to investing a family legacy I have inherited with a view of ensuring my son gets full and proper benifit on my demise, and benifits myself in retirement. Would I recommed him to others, ABSOLUTLY, with Phillip you get an expert and a friend,”

“Avi has been fantastic, she has set up my pension. Avi, couldn't do enough for us and was very clear explaining how things work. Very professional approach. I would 100% recommend using her services.”

“Chris has looked after my husband's pension for the past 14 years having been recommended by my father. We have always found him to be honest, trustworthy and very professional. He has always recommended the best options for our circumstances and situations. We would recommend himself and his services to anyone. KATHRYN AND GEOFFREY EDWARDS”

“I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.”

“I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.”

“Approachable, informative, professional. Gary provided us with a really helpful overview with practical solutions to help us support an elderly relative.”

“Simon has been great from start to finish, he made what I found quite a daunting prospect, a simple and straight forward one. He's been available to talk and email at any time, and always replies in a timely fashion, he's a great guy too. If you have a tax return to submit, or anything accounting related, I'd recommend Simon wholeheartedly”

“Ramzy has been fantastic with us, he provides us with thorough explanations as to where best to invest, provides regular updates and is always available if we have any questions, would definitely recommend his services”

“Absolutely amazing service well recommended”

“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.”

“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 just wanted to say how helpful Lisa Hartley at Holcombe Financial Services has been with regards to my recent House move / mortgage etc. This has been an extremely difficult time for me personally and Lisa helped me at every step of the way. I cannot praise her enough for the help that she has given me in order to get my mortgage completed smoothly and with the minimum of fuss. I would highly recommend her to anyone looking to take out or change their mortgage etc.”

“I have been advised by John and Barry for over 15 years and I am very satisfied with the advice and service I continue to receive from them. They are straightforward and do not use jargon to explain their investment strategies and goals and I have always felt comfortable and relaxed with them. Barry is now my main contact and I appreciate his personal and tailored approach.”

“I had difficulty getting a mortgage, but Lindsay persevered with me and she finally got me a good mortgage, I have now had a completion, I'd like to once again thank Lindsay for all her hard work.”

“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.”

“Dealt with my protective award after being made redundant by Axiom Ince who were solicitors having been intervened by the regulator after a huge amount of client monies were stolen by the then boss. Alan Lewis and his team were great. No win no fee. Even as a solicitor myself happy for the fees deduction as I really didn’t want to deal with it myself. Highly recommended.”

“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.”

“I am so glad I worked with George and the team for my financial services. Certainly should have done this sooner. His advise has been invaluable and I am already benefiting from executing the clear and effective plan within a matter of weeks. George's advise is clear, informative, educational and delivered with a kind and professional manner. Cannot thank him enough.”

“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!”

“I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.”

“A+ to work with! Simone & Duncan go all out to make the process as stressful as free as possible. Will be using again when it’s time to remortgage!”

“Our company has been using Haines Watts Manchester for many years. The professional team includes Angela, Robert, Richard and many other experienced members. My recent experience- transition to Xero from another accounting software, with Robert's help the whole process was smooth and everything clearly explained. All emails are answered quickly and queries resolved. I highly recommend this firm to any kind of business.”