Inheritance planning options in Manchester

“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.”

“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.”

“Absolutely amazing service well recommended”

“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.”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“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've used this company since 2015 for all my mortgage needs and wouldn't consider using anyone else. They have been brilliant, going above and beyond to provide the best of services. Not easy trusting just anyone with such important matters, but have always felt in the safest of hands. I have no reservations recommending. Thanks for all you have done and continue to do.”

“I first spoke with Rowena Birch about my pension. She took a holistic approach and we went through everything I needed to have in place. I now feel as if I have my finances organised and under control and know I have a friendly, professional expert available to answer any questions I may have. I have since recommended Rowena to a number of friends and family and all have been equally as impressed with her approachable, but professional manner.”

“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.”

“great service provided from first enquiry to completion of my pension annuity. Nathan, Lesley and the team were professional, knowledgeable and helpful through out the process, and were able to provide a whole of market quote that improved my expected annuity pension, and enabled me to make the best choices for my retirement. Thank you”

“Daniel Sam have been brilliant in the handling of both my husbands tax return and filing returns for our business. They have helped us to understand things in plain English, deciphering tax jargon whilst also recommending ways to make the most of our personal allowances like making additional contributions to our private pensions. They are extremely organised and always gets things prepared well in advance of any deadlines which is also reassuring and gives us plenty of time to answer any queries they may have ahead of filing the returns so the process never feels unnecessarily rushed. Now we’ve used their services we’ll never go anywhere else! Ever!”

“Azizur Rahman is by far the best solicitor I have ever worked with for immigration services. His expertise, professionalism, and dedication made the entire process smooth and stress free. I highly recommend him to anyone seeking outstanding legal support.”

“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.”

“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.”

“Would really recommend money advisor as they have helped me so much with my issues. The team are amazing and happy to help. They have filled me in with so much information which has reassured me. Thank you again for your support on my IVA ☺️”

“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.”

“The service received when selling my house was excellent and would highly recommend using Kirkham Legal. I was kept up to date with all correspondence and the solicitor Paula was always available to talk to me which is very rare nowadays. I will definitely use them when I finally find my next house.”

“I recently had the pleasure of working with Jane Jacques at Poole Alcock for a family law matter, and I cannot recommend her enough. Throughout the entire process, Jane was incredibly supportive, providing clear and concise advice and guidance. She was patient with my questions and concerns, and always made me feel like a priority. Jane's knowledge and expertise in family law is outstanding, and she was able to navigate even the most complex issues with ease. I truly appreciated her approachability, empathy and professionalism. Overall, if you're in need of a family law specialist, I highly recommend reaching out to Jane Jacques at Poole Alcock. She is a top-notch professional who truly cares about her clients and will go above and beyond to ensure the best possible outcome. Thank you, Jane, for all your hard work and dedication!”

“A big thank you to Olivia, Zarka and the whole team at Lancashire Law who recently helped with the purchase of my first home. They guided me through each stage of the process and kept me updated throughout. Great service!”

“Fabulous service from the outset. Friendly advice and understanding of client needs. Very grateful and very pleased.”

“Was very patient and really helpful”