Financial transparency in Altrincham

“I have been a client of greystone for what must be 20 years now and I definitely recommend this firm my financial advisor Helen Williamson has been amazing not just with my money but with me too being very professional but also getting to know me. Hopefully I will be with greystone for menu more years to come”

“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.”

“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!”

“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.”

“I used this company to remortgage my house. They made it simple and easy because they are so helpful and they go way and beyond, especially Rob and Louise. Nothing was too much for them. I would highly recommend them and will be using them in the future”

“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.”

“The 3mc team have been exceptional! Very thankful to have had such great customer service from Jason and Alex who have been friendly and kind, informative and tried to help in any way that they possibly could. Most importantly during a particularly stressful time they were patient and understood things from the client's perspective - which is worth its weight in gold. Jason ensured that things were done up front, certain exceptions were needed and I don't have the easiest of employment contracts to negotiate before the mortgage application went in. I felt in safe hands throughout and that they were working their hardest to get me the very best mortgage deal they could. Thank you.”

“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.”

“The whole team were nothing but professional and efficient at all times. Our claim was dealt with by Keisi who was excellent and responsive at each stage of the process. Our claim was completed in a prompt time frame and in line with the expectation set and we received our very nice payment within 3 weeks. I’d highly recommend Access2Funding and look forward to next years claim. Thanks guys, Richard Coletta - MD”

“Lauren and the team at Capify had taken the time and attentiveness in assisting us with a flexible finance solution. Laurens service, dedication and commitment was on point and her level of communication being Profesional and warm, at the same time built trust in such a short period with us as a client. Thank you Lauren! You came through for us at such short notice and ensured the process to be swift and fuss free as promised.”

“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.”

“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 Dunham for nigh on eight years now. In that time they’ve drawn upon their extensive knowledge of financial products across the market, to provide me with a friendly and personable service that’s tailored to meet my financial needs. Their advice has given me peace of mind where my finances are concerned and I look forward to many more years of this bright working relationship!”

“I have worked with Scullard Accountants ever since I started my coaching business in 2017 and can’t sing the praises of Chris and his team highly enough. Very professional, extremely supportive and makes the accounting side of my business effortless. I can relax knowing it’s all taken care of. Highly recommend!”

“I have use Matravers & Co for a number of years to complete my annual tax paperwork. I have found them to provide excellent service and advice. I really believe you get what you pay for and could not recommend them highly enough.”

“I completely recommend Parul and her team. She has helped me over many years and ALWAYS goes above and beyond. Her attention to detail is exceptional and something I have never come across is she actually cares about you as an individual rather than just a client.”