The 30 Best Financial planning in Stockport

234 results found

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  1. 2

    Stockport Accountancy Services Ltd

    ★★★★★ 5
    Closed

    “We’ve been using Stockport Accountancy Services since we set our company up several years ago, they’ve consistently exceed our expectations. Louise, Steve and the teams attention to detail, professionalism, and expertise have been invaluable to our business's success. Highly recommend!"”

    Address: Reddish, Stockport SK5 7DL, United Kingdom

    Phone: +44 161 505 1975

    Website: stockportaccountant.com

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  1. 4

    A M G Financial Solutions Ltd

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 17 Park Lane, Poynton, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 878242

    Website: amgfs.co.uk

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  1. 7

    A C M Financial Services Ltd

    ★★★★★ 4.8
    Open

    “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!”

    Address: 117 Stockport Road, Cheshire, Stockport SK6 6AF, United Kingdom

    Phone: +44 161 427 9999

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  1. 10

    Mercury Financial Management Ltd

    ★★★★★ 5
    Closed

    “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 :)”

    Address: 43A Compstall Road, Romiley, Stockport SK6 4BT, United Kingdom

    Phone: +44 161 355 8073

    Website: mercuryfinancial.co.uk

  2. 11

    Stratagem Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 839839

    Website: stratagemfp.co.uk

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  1. 14

    Slaiyburn Financial Planning Ltd

    ★★★★★ 5
    Closed

    “Thank you so much to Clare at Slaiyburn for supporting me to set up savings and pensions pot my little boy. I wanted to start saving something for his future, making sure that he had some financial security, and also good financial habits from a young age. I knew that just putting money in a savings account wasn’t the best use of my money. But then when I started looking into other investments options, it just baffled me, and was a bit overwhelming. Clare’s so knowledgeable and patient, she took the time to explain all of the different options for me, helped me to make sense of the financial world. My little one now now has an investment savings and pension pot, that’s earning money for him already. Thanks again, I really appreciate how much time you afforded to me, to help me make the right decisions. I’ll be back again when my mortgage is due for renewal.”

    Address: 18 Storey Road, Disley, Stockport SK12 2BF, United Kingdom

    Phone: +44 7815 744634

    Website: slaiyburn.co.uk

  2. 15

    Sustainable Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: Stockport Road, Cheadle SK8 2JX, United Kingdom

    Phone: +44 330 912 1767

    Website: sustainable-fp.co.uk

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