Financial consulting in Manchester

“The service and advice that we have received from Marcus Pilkington from Pareto has been second to none. He makes things easy to understand and has enabled us to fulfill our dream - retiring early and having a property abroad. We would not have achieved this without Marcus’ advice and assistance. We would highly recommend Pareto and Marcus!”

“Great service. The team at Reich are always professional and courteous. I use them for all my insurance needs including personal and business - from private healthcare to commercial vehicle. I have recently dealt with Lisa Garton (motor) who has gone out of her way to accommodate me. I have also deal with Matthew Smith (property) who has always been great. I cannot recommend high enough - you get a level of service not attainable from faceless internet only companies.”

“I reviewed 5 different financial advisors, including 2 linked to St James’ Place, and 2 other independents to review all my different pensions and situation. 2 are final salary; 6 are defined contribution. Hilltop did the most due diligence on my existing schemes, producing the most comprehensive, helpful report. They have access to the whole pension fund market and I felt confident in going with them, based on their advice, compared to the others, and their fee structure was competitive too. They advised me to not touch my final salary schemes and to combine my other defined contribution schemes into one high performing scheme with Aviva invested primarily in US equities based on my personal risk appetite (7 from 10, where 10 is highest risk). I’m also going to making regular transfers from current workplace DC scheme into the Aviva fund. I am seeing decent growth already, after only 3 months! Recommended”

“I visited Bupa Marble Street today for a Be Ahead health assessment and had a very positive experience. Staff on reception were welcoming and helpful. The health advisor and doctor were both very friendly, took time to ask questions and run through all of the test results while offering valuable advice!”

“I did joined this firm in 2020 and found them very experienced, professional, helpfull and passionate towards making their clients comfortable by explaining thoroughly about business technicalities”

“Phil helped me when filing the personal tax assessment. He answered all my questions (which as a first there were very many) and he was so helpful and kind. I couldn’t have asked for better help, thanks so much and I said on my mail I’ll definitely use your help next year too. I cannot recommend Phil enough, quick, diligent and patient. Thanks a lot!”

“Excellent service from TaxBite Manchester Accountants, They are specialist and expertise advice when it comes to accounting software Xero has allowed my company to scale massively. Using TaxBite Manchester they have also helped when it comes to money management and tax planning. Taxbite have also helped us massively when it comes to VAT and sorting and filing our VAT Returns. So if you need a specialist accountant when it comes to tax savings then check out the chartered accountants at TaxBite Manchester.”

“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.”

“Steve Jones is very helpful and discusses all my options when he comes and does my review. If I have any questions or require more information it is never a issue for him, if he doesn't have the answer or the information to hand he will certainly find it out and always gets back to me.”

“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.”

“One of those times in your life when you kick yourself for not doing it sooner. I went to Kevin over two years ago in my late 50’s with a notion of retiring in the next few years. After the initial consultation he produced a no obligation to proceed plan which included many practical recommendations. It was a bit of a wall to face at first but he helped me over it and now I have all my affairs optimised for the future. He has saved me a significant amount on monthly costs by clever arrangements without having to touch my lifestyle. As importantly I am now retiring and with a lot of confidence that it is the right time and sustainable. He is always there as a sounding board and will challenge when necessary and give an alternative perspective if needed. I wish I had gone to Kevin years ago but I am so glad I did when I did and know someone has my back financially across all my affairs, plans and left field enterprises. I couldn’t recommend Halcyon and Kevin highly enough. The best investment you will ever make.”

“I cannot thank the team at Real Financial services enough, by far the best I have ever worked with! Charlie has been so helpful, supportive and informative throughout our re mortgage process. Charlie really takes on board your financial needs and what is realistic to your budget and lifestyle. There was no hard sell or time wasting on trying to push products that would have been too costly for us. The whole team responds quickly to any customer needs (which on the day of our completion was a god send). I have already recommend Real to family and friends and feel lucky to have such a trusted and personable company looking after our finances.”

“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.”

“Catrina of HWIFM Ltd has been advising my wife and I for over 20 years and we have been well served by all her advice. We can’t recommend her highly enough.”

“Excellent and very helpful service. Will use again without hestitation.”

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