Inheritance planning options in Bury

5 results found

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  1. 1

    Baker Financial Planning Ltd

    ★★★★★ 5
    Open

    “I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

    Address: 146-148 Bury Old Road, Whitefield, Manchester M45 6AT, United Kingdom

    Phone: +44 161 796 1888

  2. 3

    Samuels Financial

    ★★★★★ 5
    Closed

    “I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has been very good and I would highly recommend them to others.”

    Address: 205 Bury Old Road, Prestwich, Manchester M25 1JF, United Kingdom

    Phone: +44 161 773 5777

    Website: samuelsfinancial.co.uk

  1. 4

    Consilium Wealth Management Ltd

    ★★★★★ 5
    Closed

    “Both Wayne and Jack have helped me setup a pension and savings for our children. They gave me thorough advice on my options and advised on how best to invest my money to get the best return. We've now partnered with Consilium Wealth Management to offer employee wellness and better pensions for staff, rather than the government standard. Will highly recommend the team!”

    Address: 14a Manchester Old Road, Bury BL9 0TB, United Kingdom

    Phone: +44 161 537 1290

    Website: consiliumwmltd.co.uk