Financial security in Altrincham

“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.”

“I used James to help me with a recent house purchase and found his advice very helpful in navigating the myriad of mortgage options available. James knows the market very well and is friendly, approachable and responsive. Highly recommended!”

“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.”

“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.”

“I would not hesitate to recommend Ulrich. He gave us great advice when sorting out our first mortgage. Ulrich was recommended to us by a family member and he was extremely helpful. Fantastic 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.”

“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.”

“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.”

“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.”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“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.”

“John notarised a last minute court order for me and did so graciously and with honesty. A genuinely decent service provider who did not take advantage of my desperation when all the other notary public institutions were charging me ridiculous amount to sign the document in question. John gave me sound advice and was genuinely concerned about my circumstance. I cannot thank you enough and would highly recommend to all”

“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail. One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions. Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.”

“It was great but have to admit I do work there”

“Great experience working with Craig from Thrive Wealth Management. Very knowledgable and can explain the pension world in easy to understand terms so that you feel informed to make the right decisions. Great service.”

“Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.”

“Ben Dyson has been my financial advisor for a number of years and I trust him implicitly to manage mine and my family's finances. Ben has been particularly helpful navigating some major life events, helping to set up structures to give me peace of mind that all is in hand now and in the future. I have recommended Ben to a number of friends and I recommend him to anyone looking for calm, assured financial advice.”

“Excellent service, I highly recommend. I can't thank John and Gillian enough for all their help and assistance.”

“I dealt with Ian at Haven. It was a pleasure working with him and he always kept me informed of developments and helped me through the process. I would happily recommend Haven”

“I've worked with Dave and Alex for many years now. The day to day is with Alex and he provides an outstanding service, really good technical knowledge and is also a very nice chap to.”

“Can’t recommend Periscope highly enough!”