The 30 Best Individualized financial solutions in Altrincham

83 results found

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  1. 2

    Capstone Financial

    ★★★★★ 5
    Closed

    “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.”

    Address: 13 Ashley Road, Altrincham WA14 2DT, United Kingdom

    Phone: +44 161 667 1482

    Website: capstone-financial.co.uk

  1. 5

    Greystone Financial Services

    ★★★★★ 5
    Closed

    “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”

    Address: Hale, Altrincham WA15 8AB, United Kingdom

    Phone: +44 161 927 7222

    Website: greystonefs.co.uk

  1. 8

    “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. 10

    Haines Watts Altrincham

    ★★★★★ 5
    Closed

    “Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

    Address: 157A Ashley Road, Hale, Altrincham WA14 2UT, United Kingdom

    Phone: +44 161 926 8558

    Website: hwca.com

  2. 12

    Brookfield Financial Planning

    ★★★★★ 4.8
    Closed

    “We couldn’t recommend Brookfield highly enough. Having sought mortgage advice from them for my property as a first time buyer a few years ago, they helped us with excellent mortgage advice a second time around when moving on and secured us a great deal. We thank Nick and Matthew particularly who have gone above and beyond and always respond quickly and clearly to any communication. Thank you for all your hard work and a great service.”

    Address: Moss Lane, Altrincham WA15 8GZ, United Kingdom

    Phone: +44 161 904 0018

    Website: brookfield-fp.co.uk

  1. 22

    Greenwood Mortgages

    ★★★★★ 5
    Closed

    “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.”

    Address: Stockport Road, Timperley, Altrincham WA15 7UQ, United Kingdom

    Phone: +44 7412 841848

    Website: greenwoodmortgages.co.uk

  2. 23

    Barrington Cooper Limited

    ★★★★★ 5
    Closed

    “Every single word Mr Neil Cooper said came true, I had trust issues at first, but everything this man saids is the truth. The company was a dream to deal with and anytime I had any questions I could always contact him straight away. Could not ask for a better more helpful service as a customer. 5 star deserves to be 6 stars.”

    Address: Delamer Road, Bowdon, Altrincham WA14 2NG, United Kingdom

    Phone: +44 845 548 1015

  1. 25

    “Simon has been great from start to finish, he made what I found quite a daunting prospect, a simple and straight forward one. He's been available to talk and email at any time, and always replies in a timely fashion, he's a great guy too. If you have a tax return to submit, or anything accounting related, I'd recommend Simon wholeheartedly”

    Address: Caspian Road, Broadheath, Altrincham WA14 5HH, United Kingdom

    Phone: +44 7534 387154

  2. 26

    John O'Donnell

    ★★★★★ 4.9
    Closed

    “John notarised a last minute court order for me and did so graciously and with honesty. A genuinely decent service provider who did not take advantage of my desperation when all the other notary public institutions were charging me ridiculous amount to sign the document in question. John gave me sound advice and was genuinely concerned about my circumstance. I cannot thank you enough and would highly recommend to all”

    Address: 145A Ashley Road, Hale, Altrincham WA14 2UW, United Kingdom

    Phone: +44 161 928 8227

  3. 27

    Entire FS

    ★★★★★ 4.9
    Closed

    “Amazing level of service from start to finish. Lee was exceptional and always very professional offering excellent advice and guidance. Would have no hesitation in recommending Entire FS.”

    Address: High Street, Altrincham WA14 1PZ, United Kingdom

    Phone: +44 161 711 0999

    Website: entirefs.co.uk

  1. 28

    3mc

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 6 Saint George's Court, Broadheath, Altrincham WA14 5UA, United Kingdom

    Phone: +44 161 962 7800

    Website: 3-mc.com

  2. 29

    ETC Tax

    ★★★★★ 4.9
    Closed

    “ETC Tax provided excellent support and maintained a highly professional approach throughout the process. Their communication was always clear and thoughtful, and their tone, kindness, and overall professionalism left a very positive impression on me. I look forward to working with them again in the future.”

    Address: 20-24 Church Street, Altrincham WA14 4DW, United Kingdom

    Phone: +44 161 711 1320

    Website: etctax.co.uk