The 30 Best Individual financial planning in Manchester

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“James was very helpful with getting me and my partner through our life insurance quotes, we have been to other providers who were not experienced with insuring climbers and were giving us outrageous quotations! This has given us peace of mind, can’t thank you enough.”

“Fantastic service from Trudi and the team. Extremely professional and everything was explained and presented very well. Would highly recommend!”

“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!”

“I cannot recommend Nick and his team enough! Exceptional service from start to finish...Nick was extremely friendly and supportive of us being first time buyers, who where not really familiar with the process or terminology. He was responsive, clear, and reliable. Easily contactable the entire time to answer any questions we may have had. We are now officially homeowners and we feel extremely grateful we came in contact with Nick. We would 100% recommend!!”

“Andy, Sarah and the team are amazing. Great advice and support at all times. Will never look anywhere else !! Highly recommended”

“Approachable, informative, professional. Gary provided us with a really helpful overview with practical solutions to help us support an elderly relative.”

“My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

“Legend Financial and Tax Advisers are truly a legend to work with professional, reliable, and always ready to assist. Their reports are accurate, clear, and delivered on time, making financial and tax management much simpler. They explain complex matters in an easy-to-understand way. Highly recommended!”

“Nothing but positive. The team at Prestfield Wealth Management put together a trust for my children and an ISA for myself. Their knowledge and understanding of the financial world and people’s differing situations is second to none. Communication pre and post product set up was and continues to be fantastic. Straight talking and honest individuals that have your interests at heart. What more could you ask for?”

“Avi has been fantastic, she has set up my pension. Avi, couldn't do enough for us and was very clear explaining how things work. Very professional approach. I would 100% recommend using her services.”

“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.”

“Saf is an excellent Financial Adviser. He is very knowledgeable, we trust his advice & Suttons as they are a family run firm. We’ve been with them for years & wouldn’t hesitate in recommending them.”

“I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.”

“We were very happy with the service provided by Sphere particularly Cath, Caroline and David relating to our remortgage. I would definitely recommend their expertise.”

“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.”

“Philip Kemp has financial experience spanning many years in the industry. I found him via a google seach for advisers local to me, and he has proved to be a font of knowledge, presented in a manner that us lay people, in terms of financial issues, can readily understand. Philip's duty of care is second to none and having helped with an old pension that now will provide growth after being dormant for many years, we are moving on to investing a family legacy I have inherited with a view of ensuring my son gets full and proper benifit on my demise, and benifits myself in retirement. Would I recommed him to others, ABSOLUTLY, with Phillip you get an expert and a friend,”

“Michelle was a great help as I was purchasing my first home. I had a lot of questions and uncertainties which she explained thoroughly. Communication was excellent, particularly when my solicitors were slow and difficult to contact. She was always friendly and informative and went out of her way to help. I would definitely recommend her!! :)”

“Highly recommend Black and Gold Financial Services, me and my fiancé were recommended here by my grandma who had a very good experience 10 years ago, safe to say it’s only gone uphill and we will be referring all our friends and family to use them too. We are first time buys who had absolutely no idea what to do. Bobby and Lauren held our hands through the whole process, handled our questions perfectly and went out their way to ensure that we understood and were happy with every choice made. They had others such as Michael who helped us with the insurance side of things which was very helpful and comforting! At no point did we feel lost or like we had do figure it out ourselves. We are now enjoying decorating our brand new home alongside an adorable welcome package from them! Service couldn’t have been smoother and they handle anything that comes their way, thank you very much to the team at Black and Gold Financial Services!”

“I highly recommend Lucas Prestige Accountants for their outstanding accounting services. They are professional, reliable, and always provide clear and helpful financial advice. Thanks to their expertise, managing my business finances has become much easier and stress-free. I truly appreciate their attention to detail and prompt responses to any questions I have. If you’re looking for a trustworthy and knowledgeable accounting firm, Lucas Prestige Accountants is definitely the right choice!”

“Ahsan helped me get my tax position clear and sorted out my complicated situation. He was very helpful and responsive, and clearly knows what he’s doing. Fully recommend Legend Fusions.”

“Dealt with my protective award after being made redundant by Axiom Ince who were solicitors having been intervened by the regulator after a huge amount of client monies were stolen by the then boss. Alan Lewis and his team were great. No win no fee. Even as a solicitor myself happy for the fees deduction as I really didn’t want to deal with it myself. Highly recommended.”

“Very good experience overall, with excellent service on re-mortgage provided by Martin, Abbie and their colleagues. A potentially tricky process was made simple thanks to their efficient approach. No hesitation in recommending AMG for a wide range of financial services.”

“I had difficulty getting a mortgage, but Lindsay persevered with me and she finally got me a good mortgage, I have now had a completion, I'd like to once again thank Lindsay for all her hard work.”

“Equilibrium hosted the most wonderful Christmas lunch today at Merrydale Manor. Great to meet a few of the team and chat to other clients.”

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

“I’ve been with Thomas & Co Ltd for over one year, as I’m a sole trader. I immediately noticed a difference of service, compared to my previous accountant service. Daniel Harris has been exceptional. A highly competent individual, who has saved me hundreds on my tax return. Our quarterly reviews are very helpful. Even between our meetings, Daniel is very attentive to my questions or queries. I would definitely recommend him to anyone. Quality > quantity.”

“Great service & competitive prices, i always use Howden Insurance for my insurance quotes, they are easy to contact, i get emails, phone calls & paper copies of my insurance policies. Kane Tipton was very friendly & helpful today, as are all the staff. Thankyou.”

“I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.”

“A+ to work with! Simone & Duncan go all out to make the process as stressful as free as possible. Will be using again when it’s time to remortgage!”