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Browse financial planning in Altrincham. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 117 results in Altrincham. Average rating 2.6/5 based on 4,380 reviews & ratings.

Directory overview

  • 117 Total businesses
  • 2.6 Average rating
  • 54% With reviews
  • 37% With photos

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  1. 1

    NOW Financial Planning Ltd.

    ★★★★★ 5 Closed

    “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.”

    Address: 168 Ashley Rd, Hale, Altrincham WA15 9SF, UK
    Phone: +44 161 941 1944
    Website: nowfinancial.co.uk
  2. 2

    LIFT-Financial Group

    ★★★★★ 5 Closed

    “Rhys and Nathan at Lift Mortgages were great. My mortgage ended up being very complicated with income coming from salary, maintenance and then a childcare fund. They took time before application to check out my affordability and then worked tirelessly to get me the amount I needed. This involved a lot of work with relationship managers as the underwriter was inflexible. Rhys took my calls, responded to emails promptly, explained everything in detail and considered all options for me. I know I wouldn't have got the mortgage I needed without a broker from a well established, large company and Rhys' expertise in more complicated mortgages really paid off. I would and have highly recommended them and will definitely be back in 18 months to remortgage with them.”

    Address: Century House, Regent Rd, Altrincham WA14 1RR, UK
    Phone: +44 161 929 2626
    Website: lift-financial.com
  3. 4
    Photo of Capstone Financial - 13 Ashley Rd, Altrincham WA14 2DT, UK

    Capstone Financial

    ★★★★★ 5 Closed

    “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.”

    Address: 13 Ashley Rd, Altrincham WA14 2DT, UK
    Phone: +44 161 667 1482
    Website: capstone-financial.co.uk
  1. 6
    Photo of A-Plan Insurance - 52 Stamford New Rd, Altrincham WA14 1EJ, UK

    A-Plan Insurance

    ★★★★☆ 4.7 Closed

    “The best for car and van insurance. Every dealing I've had with them has been efficient and pleasant from getting the insurance to making adjustments such as address or milage. Staff are always so polite and friendly and go above and beyond.”

    Address: 52 Stamford New Rd, Altrincham WA14 1EJ, UK
    Phone: +44 161 341 2133
    Website: aplan.co.uk
  2. 10

    Haines Watts Altrincham

    ★★★★★ 5 Closed

    “Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

    Address: 157A Ashley Rd, Hale, Altrincham WA14 2UT, UK
    Phone: +44 161 926 8558
    Website: hwca.com
  1. 11

    Greystone Financial Services

    ★★★★★ 5 Closed

    “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”

    Address: Foundation House, Hale, Altrincham WA15 8AB, UK
    Phone: +44 161 927 7222
    Website: greystonefs.co.uk
  2. 12
    Photo of Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now - Two Four Nine North, Lynnfield House, Nine North, 249 Two Four, Church St, Altrincham WA14 4DZ, UK

    Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now

    ★★★★★ 5 Closed

    “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!”

    Address: Two Four Nine North, Lynnfield House, Nine North, 249 Two Four, Church St, Altrincham WA14 4DZ, UK
    Phone: +44 1625 315000
    Website: chronoswm.co.uk
  3. 14
    Photo of Otus Financial Planning - Grosvenor House, 45 The Downs, Altrincham WA14 2QG, UK

    Otus Financial Planning

    ★★★★★ 5 Closed

    “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.”

    Address: Grosvenor House, 45 The Downs, Altrincham WA14 2QG, UK
    Phone: +44 161 928 7590
    Website: otusfp.com
  4. 15

    Brookfield Financial Planning

    ★★★★★ 4.8 Closed

    “We couldn’t recommend Brookfield highly enough. Having sought mortgage advice from them for my property as a first time buyer a few years ago, they helped us with excellent mortgage advice a second time around when moving on and secured us a great deal. We thank Nick and Matthew particularly who have gone above and beyond and always respond quickly and clearly to any communication. Thank you for all your hard work and a great service.”

    Address: Moss House, Moss Ln, Altrincham WA15 8GZ, UK
    Phone: +44 161 904 0018
    Website: brookfield-fp.co.uk
  1. 16

    Smart Financial

    ★★★★☆ 4.6 Closed

    “I had an initial call with Steve to discuss my future plans, and found the 30 minute discussion to be concise, thoughtful, and genuinely helpful. He was considerate of my goals and suggested some initial research routes that I wouldn’t have otherwise found myself. Happy to recommend.”

    Address: Beehive Lofts, Unit 4.1, Waulk Mill, 51 Bengal St, Ancoats, Manchester M4 6LN, UK
    Phone: +44 844 824 6990
    Website: smartfinancial.co.uk
  1. 26

    Barrington Cooper Limited

    ★★★★★ 5 Closed

    “Every single word Mr Neil Cooper said came true, I had trust issues at first, but everything this man saids is the truth. The company was a dream to deal with and anytime I had any questions I could always contact him straight away. Could not ask for a better more helpful service as a customer. 5 star deserves to be 6 stars.”

    Address: Ground Floor, Thornfield House, Delamer Rd, Bowdon, Altrincham WA14 2NG, UK
    Phone: +44 845 548 1015
  2. 27
    Photo of S J Sheldon Accountancy & Business Consultancy - Burley House, Caspian Rd, Broadheath, Altrincham WA14 5HH, UK

    S J Sheldon Accountancy & Business Consultancy

    ★★★★★ 5 Closed

    “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”

    Address: Burley House, Caspian Rd, Broadheath, Altrincham WA14 5HH, UK
    Phone: +44 7534 387154
  3. 28
    Photo of Greenwood Mortgages - 2B, Paul House, Stockport Rd, Timperley, Altrincham WA15 7UQ, UK

    Greenwood Mortgages

    ★★★★★ 5 Closed

    “We used Greenwood Mortgages to obtain and deal with the mortgage application process for our house purchase. We found Nick to be excellent with great communication from the outset and throughout. Nick understood what we were looking for and provided multiple options and recommendations to get the best deal to suit our needs. We also used Nick to set up life insurance and again he was more than happy to provide options and recommendations. He clearly talked through the pros and cons to all suitable options to provide us with a full overview to help inform our decision. We have, and will continue to recommend Greenwood Mortgages to friends and family and would highly recommend his services to anyone looking for a mortgage/life insurance. Overall a great experience with Nick at Greenwood Mortgages, and will, when the time comes to remortgage, be back in touch.”

    Address: 2B, Paul House, Stockport Rd, Timperley, Altrincham WA15 7UQ, UK
    Phone: +44 7412 841848
    Website: greenwoodmortgages.co.uk
  4. 30
    Photo of Steven Stone - 150 Ashley Rd, Hale, Altrincham WA15 9SA, UK

    Steven Stone

    ★★★★★ 5 Closed

    “I bought my partner’s engagement ring from Steven Stone and have been absolutely delighted with everything. The service from Hannah and Jason has been nothing short of superb, not to mention the quality of the ring. I especially liked the way Hannah guided me through the diamond buying process to select the right stone. We look forward to returning soon to purchase our wedding rings.”

    Address: 150 Ashley Rd, Hale, Altrincham WA15 9SA, UK
    Phone: +44 161 233 9977
    Website: stevenstone.co.uk