The 30 Best Financial planning tools in Manchester

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

“I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.”

“I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.”

“Very happy with catch up meeting with Callum. He is very polite and approachable and answered any questions raised.”

“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 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 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!”

“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.”

“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 dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

“If actions speak loudest, after interviewing every UK based fixed fee financial planner we could find online, we entrusted our parents financial affairs to Colin. Colin has a wonderful ability to communicate challenging concepts with clarity and patience. Colin is an advocate of passive, index investing. Colin's pricing is exceedingly fair, unlike traditional AUM fee structures that attempt to justify itself via fear mongering (with some variant of "this is too complex for you to do without us"). It is a shame Colin is such a rarity, if you can establish yourself as a client before he runs out of capacity, consider yourself lucky.”

“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.”

“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.”

“Good to work with and reliable.”

“Krishna has been our financial consultant for over 8 years now and we couldn't be more pleased with how he has managed our affairs. He's such a lovely person and very, very knowledgeable. He advises us on everything and keeps us in the loop. If we want to ask him anything he doesn't hesitate to get back to us. In fact he has been looking after our son's finances too. It definitely gives us peace of mind knowing Krishna is taking care of it all and we would absolutely recommend his services.”

“They have really helped me especially as I suffer from anxiety and mental health.. they have helped me every step of the way. Special thanks to Jay and Francesca xx”

“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.”

“My mind has been put at ease with my pensions and the future. Something I have put off. And being a new business, out of employment and into Self employment, created a lot of worry financially. Yianni's skills, knowledge and experience in this area has given me options and a more positive approach with solutions that suit me and my finances. Yianni's approach is very person centered which is genuine, sincere and everything you would need to feel safe and secure for your financial affairs. Thank you. Adam Berry”