The 30 Best Inheritance planning in Stockport

“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.”

“Thank you so much to Clare at Slaiyburn for supporting me to set up savings and pensions pot my little boy. I wanted to start saving something for his future, making sure that he had some financial security, and also good financial habits from a young age. I knew that just putting money in a savings account wasn’t the best use of my money. But then when I started looking into other investments options, it just baffled me, and was a bit overwhelming. Clare’s so knowledgeable and patient, she took the time to explain all of the different options for me, helped me to make sense of the financial world. My little one now now has an investment savings and pension pot, that’s earning money for him already. Thanks again, I really appreciate how much time you afforded to me, to help me make the right decisions. I’ll be back again when my mortgage is due for renewal.”

“Professional and friendly service. Explained everything clearly and were very patient with me which helped me to make the right decisions for my Will Trust. I would highly recommend Harratts Legal Services. Thank you”

“I spoke to John yesterday for some initial advice. I have to say I was really impressed, he was very honest with me, spent his own time explaining things and telling me straight what my options were. He is extremely knowledgeable and the big thing for me was his honesty and integrity. A really good lawyer with exceptional knowledge and understanding of motoring offences, he promised me he’d follow up with an email which he did pretty much straight away. I have no hesitation in recommending John and his team. Thanks John for helping me.”

“Hanna and Shamila were thorough from start to finish with my claim. I trusted them with my case and they more than successfully settled it! It was great working with them.”

“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.”

“Brilliant, we had the pleasure of having Charlotte to deal with our equity release. She was very efficient & went above & beyond in sorting problems we had along the way & kept us informed & up to date, even late into the evening at times. Thank you so much for all your help. Paul & Marilyn Forbes”

“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.”

“Great service from TPD for my mortgage. The mortgage advisor Jon was really helpful and it was such a smooth process. I will definitely be using their services again in the future.”

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

“We have nothing but praise for Butcher & Barlow and for Helen Chadderton in particular. Helen drafted our Wills and patiently guided us through the process explaining each clause and making sure we understood their meaning. Following some fine tuning we signed our Wills and left their office feeling very happy that with Helen’s help, we had done all we could to protect our family. We would happily recommend Butcher & Barlow to anyone thinking of making a Will. Jim and Marilyn”

“We used Stratford Solicitors for our first house purchase, Erin Lee was assigned to us and she was fantastic throughout the whole process - we completed in only a few months. Communication was brilliant, she was really quick to answer all of our questions on email or over the phone (and we had quite a lot being first time buyers). Friends that have gone through the buying process with other solicitors always seem to be frustrated with the service - we had no such problem with Stratford and Erin, everything was a breeze and at a good price too. 100% recommend!”

“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.”

“Recently purchased out first home with THP and I could not praise them enough. Tina was amazing and always responded to any queries or questions incredibly promptly which really helped to take any anxieties away. Speaking to friends and family, I only knew of horror stories about how their conveyancing solicitor didn't reply or things weren't getting done and I didn't feel this way at all thanks to Tina. Brilliant service and would recommend to anybody looking to buy or move house!!”

“I spoke to a wonderful lady on the phone, although this company don’t specialise in what I needed I was quickly directed a company that does. I felt reassured that there was someone that could help me. Many thanks to you and your team!”

“I had an outstanding experience with Hart Ford Solicitors, especially with Tetiana, who handled my property purchase. She was always professional, patient, and extremely helpful throughout the entire process. Tetiana kept me updated at every stage, explained everything clearly, and made what could have been a stressful experience feel smooth and straightforward. Her attention to detail and quick responses gave me real confidence that everything was being handled properly. I truly appreciate her dedication and professionalism. I would highly recommend Hart Ford Solicitors and Tetiana to anyone looking for reliable and efficient legal support — a fantastic team that genuinely cares about their clients.”

“Great experience had with my financial product review & the advice given. I chose a product that was tailored to my specific requirements, thanks to my knowledgeable advisor Andy Barlow. Thanks to the TLD team also for the following check-ups.”

“Such a great team , they held my hands and supported me with my claims. Kudos to the team for being really professional and getting the job done.”

“This is the second time I've used Nicholls for a House Sale and the process was seamless. Isabel quickly answered any questions and the process was simple and quick. I would have no hesitation in recommending them.”

“Fast, efficient, expert service from end-to-end... the best experience that I've ever had with a family matters law firm... thank you for making what could have been a very stressful situation, so much easier.”

“Michaela at BJ Mckenna & Co is very experienced in LPA matters and Wills. Within the past twelve months she has set up an LPA for my sister and for my wife and I, she has set up our wills in order to reduce the impact of care home fees if that occurs in the future. She is very knowledgeable and explains everything in a straightforward and easy to understand manner and is very likeable. She is also able to visit if necessary.”

“This solicitor helped me a lot, made a huge difference in the non molestation order case.We won and I got it. thank you very much Mr Altaf and Mr Jamil you have changed my life for the better. I would highly recommend there services, they are well qualified and explain everything to the end.”

“I've never had to use an accountant before, so Bev talked me through what she needed to be able to submit on my behalf. She was very efficient and it was all submitted well within the time frame allowed. Great service, thanks!”

“Fantastic company would always recommend. Made me feel in control again thank you”

“Greg has been a huge help with my small business! He’s professional, reliable, and always goes the extra mile to make sure everything runs smoothly. He gives great advice and is genuinely passionate about helping others succeed. I’m really grateful for his support and highly recommend him to anyone looking for someone trustworthy and dedicated.”

“I have been with Rohans accountants for many years, Mr Rohani and his team are excellent.”