The 30 Best Financial success in Stockport

“Definitely happy with the service definitely recommend thank you so much now I can breathe again”

“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.”

“We recently worked with Prest Financial on their promotional film. They have firm family values and are very professional from beginning to end.”

“I went here as a teenager and recently as an adult to complete the level 3 counselling course. The tutors are fantastic and I had the best experience.”

“Really recommend Johnson Reed for financing options. Phil was incredibly helpful and informative from the get-go, taking the time to answer any questions I had an explaining things in a way that was easy to understand. His communication has been spot on throughout the process and I haven’t ever had to chase anything or go a long period of time without any updates. Thank you!”

“I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.”

“My partner and I are thrilled to have just bought our first home, and we couldn’t have done it without Gordon as our mortgage advisor. From the very beginning, Gordon took the time to explain every step of the mortgage process in a way that was easy to understand, making what could have been an overwhelming experience feel straightforward and manageable. He was incredibly patient, answering every question we had—no matter how small—and truly went above and beyond to ensure we felt comfortable and informed every step of the way. His expertise and dedication made the entire process so much smoother. I would 100% recommend Gordon to anyone that is going through the mortgage process.”

“We have been using Bevan & Co as our Accountants since 2013 for our business We Help You Too Ltd, that manages Homebuyerconveyancing.com. We couldn't be more grateful for the outstanding service they have provided from the beginning. They have been incredibly knowledgable, responsive and thorough, explaining everything clearly. Highly recommend for anyone looking for reliable accountant support.”

“I think I was one of the very first clients of Bee Motion. As a consultant dentist and property business owner, I saw care and expertise in the team and saw them grow from a very small operation to the company they are over the past decade. Apart from their incredible knowledge and expertise, what kept me as their loyal client was the personal touch in their service. Although they have grown a lot they still provide a bespoke service to their clients and have their interest at heart. Highly recommend!”

“Outstanding service from Omar and his team at U&W Chartered Accountants! They expertly handle my accountancy, payroll, bookkeeping, and VAT—providing clarity and peace of mind every step of the way. The attention to detail, responsiveness, and professionalism are second to none. I wholeheartedly recommend U&W Chartered Accountants to any business seeking reliable, knowledgeable, and genuinely supportive financial services.”

“Have dealt with Faye from the moment i sent an application and was pre approved in minutes. Despite my poor credit history, everything was plain sailing and Faye was very helpful and attentive throughout the whole process of finding and buying a brand new motorbike. Nothing seemed too much hassle and she has been great from start to finish. I'm just waiting on delivery of the bike now. Many thanks to Faye and the team at Infinity for helping me get on my dream machine. Highly recommended.”

“We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.”

“From the outset, it was clear Quicksolve Accountants are highly knowledgeable and experienced. They provided insightful advice on best ways to save tax on my property portfolio and demonstrated a deep understanding of the latest tax laws and financial regulations. I felt confident that my financial matters were in capable hands. The level of customer service I received exceeded my expectations. Mr Riaz owner of Quicksolve Accountants was responsive and approachable, making sure that all my concerns were addressed. Additionally, he provided me with proactive advice, helping me plan for the future and avoid potential issues. I highly recommend Quicksolve Accountants for anyone looking for an accountant who is professional, knowledgeable, and committed to delivering high-quality service. Whether you're dealing with taxes, financial planning, or any other accounting needs, they will provide sound advice and excellent support.”

“My wife and I were unexpectedly named as executors in a relative's will. While we were wondering what to do, my brother-in-law recommended Dunkerleys Law as he had been able to untangle a messy will with their help when he too was unexpectedly made an executor. We spoke to Yvette Howard at Dunkerleys who was very solicitous and guided us through the steps needed. What had seemed, at first, to be a nightmare task, turned out to be entirely manageable with Yvette's help. I can wholeheartedly recommend Dunkerleys Law if you need legal advice. My wife and I will shortly be renewing our wills at Dunkerleys.”

“Brilliant service, use them for multiple transactions.”

“Cost care have carried out our R&D tax credit claims for the past 10 years and have always taken the lead in supporting us all the way through the process and helping us save thousands of pounds in the process. I would not hesitate to recommend Cost Care tp any company involved in R&D”

“Gem, (Customer Experience Exec), An absolute star, even though the automated reply from Sapphire gave a 48 hr response time, which was absolutely fine, Gem got back to me within 10 minutes to confirm all of my questions. Great service! Kind regards, Fran Miller”

“We had Charlotte Parker recommended to us by friends and our estate agent and she was excellent. Extremely knowledgeable in her field and thorough but also very understanding and empathetic of what can (and was) a very stressful process! Most importantly Charlotte is very good at her job and we completely trusted her advice and judgement call every step of the way. Would highly recommend!”

“Offered fantastic advice and were a pleasure to delay with. I can highly recommend them.”

“Ben helped us secure our morgage as first time buyers, I couldn’t recommend his service enough! Ben was a great communicator, explained everything thoroughly and was extremely clear throughout. I would definitely recommend Bens service and will be sure to use him again when we re-mortgage!”

“I initially found flow car finance on a Google search even though I have known about their parent company DSG for sometime now. From my initial contact in requesting for an online quote and speaking to their customer service team. Trusted, Transparent and super friendly service from all in office. Most of all the outstanding service from the young chap on the team goes to Connor Smith. Great expertise combined with great patience in making the seemingly complicated clear to a non-expert. Throughout the hammering of emails I sent him was nothing but professional and very helpful in giving the right info. I did not only finance one vehicle but in the space of two weeks got a second vehicle financed. Their rates are very transparent to the market and not hiked or manipulated. Will at all cost recommend them if you are on the market to finance a new car. Such a pleasure dealing with Flow car finance. 10 Stars from Mr. Lewis!”

“I highly recommend Mr Usman Nazir as an accountant. His in-depth knowledge and experience helped me immensely and with my tax return. He quickly took the stress out of the process for me and worked through my finances promptly making me savings that i would have not been able to achieve by myself. I am very thankful now to be on his books as i know now i have his experience and input for the next time making the process so much easier.”