Financial expertise in Manchester

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

“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”

“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.”

“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.”

“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.”

“We've been with Platinum now for a few years and Eeshan Gupta is our financial advisor for our private pension. He's been absolutely brilliant throughout the whole process and couldn't recommend him and Platinum enough. We love the personal approach where he visits our home for our annual reports, and he's very patient when it comes to any questions (however small or basic) we have.”

“My mother and I have found Phil @ Now hugely helpful and reliable. His help and transparent advice, particularly with the passing of my father, meant that the financial aspects were covered easily. Improving your financial situation can appear daunting, but Phil has made it seem easy and results stand out for themselves.”

“Heather was a pleasure to deal with from the start, explained in plain English and held our hand through the process. Fantastic service.”

“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.”

“Michelle was a great help as I was purchasing my first home. I had a lot of questions and uncertainties which she explained thoroughly. Communication was excellent, particularly when my solicitors were slow and difficult to contact. She was always friendly and informative and went out of her way to help. I would definitely recommend her!! :)”

“Very helpful - quick response and managed to deal with my VAT return super quickly in a time of need! Would recommend”

“Very good experience overall, with excellent service on re-mortgage provided by Martin, Abbie and their colleagues. A potentially tricky process was made simple thanks to their efficient approach. No hesitation in recommending AMG for a wide range of financial services.”

“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.”

“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”

“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 known Jack for a number of years and can't speak highly enough of his professional, courteous and efficient manner. Jack is very knowledgeable on the markets and pension funds and options available and has always provided me with the very best help and support possible. I would have no hesitation in recommending Jack and Compass. Peter Leicester”

“I’ve been with Thomas & Co Ltd for over one year, as I’m a sole trader. I immediately noticed a difference of service, compared to my previous accountant service. Daniel Harris has been exceptional. A highly competent individual, who has saved me hundreds on my tax return. Our quarterly reviews are very helpful. Even between our meetings, Daniel is very attentive to my questions or queries. I would definitely recommend him to anyone. Quality > quantity.”

“I had a fantastic experience with ACM Financial Services. From start to finish, the entire team was professional, responsive, and incredibly helpful. They made what could have been a stressful process smooth and straightforward, always taking the time to answer our questions with patience and clarity. Everyone we interacted with was not only knowledgeable but also genuinely kind and courteous. We’re extremely satisfied with the support we received and wouldn’t hesitate to recommend ACM Financial Services to friends and family. Thank you again for your outstanding service!”

“Couldn't recommend them more. We're an established SME (40 people) and needed sound professional advice with a personal touch and in a language we could understand. We receive all that and more, they've been our accountants for years now.”

“Thank you Keith for making my bespoke bangle. I wasn't really sure how I wanted it to look and left the design up to you and WOW! I'm so glad I did, it's absolutely stunning and very sparkly.”

“Good business campus with plenty of facilities for students. Not students are as well welcome though some services are restricted to students.”

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

“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.”

“Polite and calm staff. Nadeem was exceptionally fantastic. I’m impressed with their service and get you the best deals.”

“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”

“The only place to go if you are a diver and need life insurance”

“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.”

“Excellent personal debt consolidation company to work alongside, keep up the excellent work Lewis Alexander Financial Management!”