The 30 Best Individual financial planning in cheshire

38 results found

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  1. 1

    Cheshire Financial Advice

    ★★★★★ 5
    Open

    “I would highly recommend Cheshire Financial Advice to everyone. Heidi has been looking after us and working hard on our mortgage application to successfully deliver the best possible option. Heidi is absolutely lovely, well organised and as efficient as possible. She is always there when we need her, very approachable and easy to communicate with. The whole process has been a very positive experience for us which I find extremely important.”

    Address: 93 High Street, Cheadle SK8 1AA, United Kingdom

    Phone: +44 161 549 1020

    Website: cheshirefa.co.uk

  2. 3

    Stratagem Financial Planning

    ★★★★★ 5
    Open

    “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.”

    Address: 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 839839

    Website: stratagemfp.co.uk

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  1. 4

    HG Financial Planning

    ★★★★★ 5
    Open

    “Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.”

    Address: 18 Cleveleys Avenue, Cheshire, Cheadle SK8 3RH, United Kingdom

    Phone: +44 161 437 5999

    Website: hgfinancialplanning.co.uk

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  1. 17

    GoShorty

    ★★★★★ 4.9
    Open

    “Brilliant.. quick and easy to get insured if you need temp cover. So simple to do online.. Used it a few times when we needed cover quickly between policies and when we have just bought a new car .. would definitely recommend”

    Address: London Road South, Cheshire, Stockport SK12 1YP, United Kingdom

    Phone: +44 333 433 0001

    Website: goshorty.co.uk

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  1. 21

    Matravers

    ★★★★★ 5
    Open

    “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.”

    Address: Atlantic Street, Broadheath, Cheshire, Altrincham WA14 5HH, United Kingdom

    Phone: +44 161 927 7491

    Website: matravers.com

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  1. 22

    Wren Sterling Wilmslow

    ★★★★★ 4.9
    Open

    “I have always been given honest advice and guidance over the years with my finances. Recently James assisted with my pension and allocation of certain funds. Knowing I have someone at the end of the phone at anytime to advise on important financial decisions is extremely reassuring. Thank you James.”

    Address: Water Lane, Cheshire, Wilmslow SK9 5AP, United Kingdom

    Phone: +44 161 448 4755

    Website: mutualfm.co.uk

  2. 24

    Monevo

    ★★★☆☆ 3
    Open

    “I have been working closely with Will and Monevo for a couple of years now and they have been an excellent partner to work with. Always going the extra mile to ensure that we have everything we need to ensure the partnership is successful.”

    Address: Macclesfield SK10 4ZE, United Kingdom

    Phone: +44 1625 505464

    Website: monevo.com

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  1. 25

    STEPHEN J BURNS (NORTH WEST) LIMITED

    ★★★☆☆ 3.1
    Open

    “Really quick to attend and identify problem, temporary part fitted and a second visit a few days later installed the correct part. Very good customer service from the admin office and engineer.”

    Address: 12 Saint Andrew's Close, Cheshire, Stockport SK6 3JR, United Kingdom

    Phone: +44 330 111 3029

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  1. 28

    Ipensions Group

    ★☆☆☆☆ 1.4
    Open

    “I have been using and recommending Ipension's SIPPs for my clients for many years and have found their level of service to be first class. There isn't a SIPP firm better equipped to address the non-UK resident UK SIPP requirement in my humble opinion - what's my opnion worth? Chartered Financial Planner, Fellow of both the CII and CISI with 20 years experience.”

    Address: 2 Park Avenue, Cheshire, Sale M33 6HE, United Kingdom

    Phone: +44 161 972 2840

    Website: ipensionsgroup.com

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