Financial strategy development in Manchester

152 results found

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  1. 1

    “We've been with Platinum now for a few years and Eeshan Gupta is our financial advisor for our private pension. He's been absolutely brilliant throughout the whole process and couldn't recommend him and Platinum enough. We love the personal approach where he visits our home for our annual reports, and he's very patient when it comes to any questions (however small or basic) we have.”

    Address: 211 Marsland Road, Sale M33 3ND, United Kingdom

    Phone: +44 161 718 8328

    Website: platinumifs.co.uk

  2. 2

    Holcombe Financial Services

    ★★★★★ 4.9
    Closed

    “I just wanted to say how helpful Lisa Hartley at Holcombe Financial Services has been with regards to my recent House move / mortgage etc. This has been an extremely difficult time for me personally and Lisa helped me at every step of the way. I cannot praise her enough for the help that she has given me in order to get my mortgage completed smoothly and with the minimum of fuss. I would highly recommend her to anyone looking to take out or change their mortgage etc.”

    Address: 9-11 Peel Brow, Ramsbottom, Bury BL0 0AA, United Kingdom

    Phone: +44 1204 238500

    Website: holcombefinancialservices.co.uk

  1. 5

    “I’ve just started at GBS Manchester this month, and honestly, it’s been a great experience so far. I’m not sure why there are so many negative reviews, but from what I’ve seen, things have been really good. My teacher is excellent — he explains everything clearly and always makes sure we understand, even if it takes a few tries. You can tell he’s genuinely passionate about what he does, and that makes a big difference!”

    Address: Manchester M12 6JH, United Kingdom

    Phone: +44 20 8092 9440

    Website: globalbanking.ac.uk

  1. 8

    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. 9

    Broadoak Financial Planning

    ★★★★★ 5
    Closed

    “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 *****”

    Address: 380 Chester Road, Old Trafford, Stretford, Manchester M16 9EA, United Kingdom

    Phone: +44 161 676 8100

    Website: broadoakfp.com

  1. 11

    “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: 45 The Downs, Altrincham WA14 2QG, United Kingdom

    Phone: +44 1625 315000

    Website: chronoswm.co.uk

  1. 27

    Leavitt Walmsley Associates Limited

    ★★★★★ 5
    Closed

    “Fantastic service. Nicki and Teigan helped me to deal with a complicated tax situation. They guided me through the process and dealt with everything in a professional, timely and efficient manner. Nicki gave lots of great advice and support and took the stress away from me. I’m very pleased that this has now been resolved with a positive outcome. Would highly recommend. Thanks once again. Lisa”

    Address: 8 Eastway, Sale M33 4DX, United Kingdom

    Phone: +44 161 905 1801

    Website: lwaltd.com

  1. 28

    WISEONE UK Ltd

    ★★★★★ 5
    Open

    “We used Wiseone as our mortgage broker for the purchase of our 1st home. Clair and Leeann made the entire experience easy, smooth and comfortable. They were prompt with their responses and getting things done to move things along nicely. They answered all our queries and worries and nothing felt too little or too much for them. Also a mention for the ladies, Amira and Sarah who sorted out our insurances and made sure we had everything needed to secure ourselves becoming first time home owners. Considering we do not live in the area, everything was sorted via email and telephone calls and it worked out great. Would definitely recommend these if you're looking to purchase.”

    Address: 47 Mill Lane, Cheshire, Lymm WA13 9SX, United Kingdom

    Phone: +44 161 776 2508

    Website: wiseoneuk.com

  2. 29

    Lionbridge Wealth Management

    ★★★★★ 5
    Closed

    “Lionbridge Wealth Management has been fantastic in offering advice on our business profits and reducing tax. Their expertise has significantly increased our profits and optimised our tax liabilities. Beyond business, they’ve also provided invaluable advice on our personal finances, including investments and retirement planning, giving us clarity and peace of mind. Their holistic approach to financial planning is exceptional, making us feel valued and understood. Highly recommend their services for comprehensive and reliable financial advice.”

    Address: Quay Street, Salford M3 3JZ, United Kingdom

    Phone: +44 161 399 0105

    Website: lionbridgewealth.co.uk

  3. 30

    Informed Wealth Management Ltd

    ★★★★★ 5
    Closed

    “Finding a good financial advisor can be tricky and a little bit daunting. If you're looking for a financial advisor who is very personable, well-informed and not at all pushy, Richard fits the bill. He provides solid, practical and easy to understand advice. He also responds very promptly to any queries. Also has interesting chat about his various travels!”

    Address: 9 Barton Road, Worsley, Manchester M28 2PD, United Kingdom

    Phone: +44 7902 873640

    Website: iwm.ltd