Legacy planning services in Manchester

“Ruth really takes her time to get to know you and offer truly bespoke and honest advice suited to your needs, circumstances and future goals. From the moment I first made contact with Ruth, she made me feel relaxed and confident I was in good hands. Thank you Ruth for your advice and unwavering support.”

“Nadine was great to work with from the start, she guided us through the process making sure we understood everything with no pressure on timelines. Everything was followed up through emails with time to go through in our own time. We would definitely recommend working with Nadine.”

“The service and advice that we have received from Marcus Pilkington from Pareto has been second to none. He makes things easy to understand and has enabled us to fulfill our dream - retiring early and having a property abroad. We would not have achieved this without Marcus’ advice and assistance. We would highly recommend Pareto and Marcus!”

“Such a helpful articulate and polite young gentleman. Thank you so much Dwaine. Highly recommend!”

“Jordan and the PM+M Team have been outstanding throughout the whole process. They have been informed and professional from start to finish and have guided me through the journey the whole way. I look forward to working with them in the future to manage and improve my investment portfolio. No hesitation in providing a 5* Rating!”

“Johnathan and Mark helped us to get our dream home we never thought we could have they are top professionals and make the whole mortgage process as stress free as it can be, and when we had to change houses they were on hand to act quickly so we had no delays and managed to find us a better rate, they also provided us with life insurance for total price of mind couldn’t recommend Broadoak highly enough and we will be using them again when we need to remortgage in the future *****”

“Rhys and Nathan at Lift Mortgages were great. My mortgage ended up being very complicated with income coming from salary, maintenance and then a childcare fund. They took time before application to check out my affordability and then worked tirelessly to get me the amount I needed. This involved a lot of work with relationship managers as the underwriter was inflexible. Rhys took my calls, responded to emails promptly, explained everything in detail and considered all options for me. I know I wouldn't have got the mortgage I needed without a broker from a well established, large company and Rhys' expertise in more complicated mortgages really paid off. I would and have highly recommended them and will definitely be back in 18 months to remortgage with them.”

“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 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!”

“Thank you so much to Sarah and her team of helpers that looked after me when no other company would after an accident at work. It was a long drawn out case due to the other side constantly dragging their heals and the complexity of my injury but we won on the end. Sarah and her team managed to secure me a substantial out of court settlement. I would give 10 stars if that where an option! Sarah guided me every step of the way keeping me updated as things developed, she was supportive and understanding throughout. Sarah was always able to answer any questions I had and also help me understand the legal terminology I could not get my head around. Sarah was very good about laying out what my options where and any risks associated with each option. I could not recommend Sarah and her team at Beacon Law enough! Thank you for all you have done for me. Best Regards MH”

“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 ☺️”

“Lee was punctual, pleasant and explained the process exceptionally well. He presented his products in a way that was comprehend-able for both of us without us feeling pressurised. We were reassured that at the appropriate time our estate will be dealt with effectively without fuss, removing stress from our family and giving them confidence at what can be a difficult time. Lee ! Your patience and genuine professionalism was appreciated by both and you are a credit to Trust Family Associates and Jackson Quail Law. Thank you- highly recommended.”

“The team at Myerson’s are professional, caring and compassionate, making a difficult time less so & made a positive impact. A truly remarkable team that treat you as a person, explain each step of the process clearly and concisely. Can’t put a price on this. Thank you! Would highly recommend and will use again.”

“Rachel was a pleasure to talk with throughout the insurance inquiry process. She explained policy options clearly, was responsive to questions and made everything straightforward and clear. Her professionalism made a real difference and I’d highly recommend her for anyone needing lifestyle insurance support.”

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

“Was very patient and really helpful”

“Ben Dyson has been my financial advisor for a number of years and I trust him implicitly to manage mine and my family's finances. Ben has been particularly helpful navigating some major life events, helping to set up structures to give me peace of mind that all is in hand now and in the future. I have recommended Ben to a number of friends and I recommend him to anyone looking for calm, assured financial advice.”

“Good to work with and reliable.”

“When dealing with complex information, Paul listened carefully, understood our perspective and offered feasible options in response. We found his guidance both purposeful and valuable.”

“Can’t recommend Periscope highly enough!”