Financial objective planning in Manchester

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

“Gary Hazelwood at Cheetham Jackson Glossop has been our IFA since 2018. He has consistently provided prompt, reliable and professional advice upon which we've based our financial planning. He's also a very likeable chap in person - a pleasure to deal with. I'd say Gary's advice has been pivotal in giving us the confidence to end FT work early and enjoy the results whilst we have health and time to indulge our interests.”

“Nothing but positive. The team at Prestfield Wealth Management put together a trust for my children and an ISA for myself. Their knowledge and understanding of the financial world and people’s differing situations is second to none. Communication pre and post product set up was and continues to be fantastic. Straight talking and honest individuals that have your interests at heart. What more could you ask for?”

“Saf is an excellent Financial Adviser. He is very knowledgeable, we trust his advice & Suttons as they are a family run firm. We’ve been with them for years & wouldn’t hesitate in recommending them.”

“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!! :)”

“I highly recommend Lucas Prestige Accountants for their outstanding accounting services. They are professional, reliable, and always provide clear and helpful financial advice. Thanks to their expertise, managing my business finances has become much easier and stress-free. I truly appreciate their attention to detail and prompt responses to any questions I have. If you’re looking for a trustworthy and knowledgeable accounting firm, Lucas Prestige Accountants is definitely the right choice!”

“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.”

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

“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!”

“I had Roy to help with my 1st mortgage which i would have dtruggled without him. Ive just remortgaged with Jack, and he has been amazing Couldn't have made it more easier and smoothly. He made it easy to understand, broke things down into detail to assist me. Highly recommend this company to anyone. Thanks again Mecury, you've been amazing! Speak in 2026 :)”

“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 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.”

“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%.”

“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”

“I have been a client of greystone for what must be 20 years now and I definitely recommend this firm my financial advisor Helen Williamson has been amazing not just with my money but with me too being very professional but also getting to know me. Hopefully I will be with greystone for menu more years to come”

“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.”

“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!”

“Good to work with and reliable.”

“Brilliant Very helpful staff & steve is always available to help give advice Fantastic company Thank you Lesley & Lee”

“If you are looking for good honest and open advisors, then I definitely recommend the team here. Steve and the team are excellent, they listen and share insights. I’ve personally used them to make decisions on my pension plans and they were excellent”

“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.”