The 30 Best Long term financial goals in Manchester

“Chris has looked after my husband's pension for the past 14 years having been recommended by my father. We have always found him to be honest, trustworthy and very professional. He has always recommended the best options for our circumstances and situations. We would recommend himself and his services to anyone. KATHRYN AND GEOFFREY EDWARDS”

“My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

“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.”

“Gary Hazelwood at Cheetham Jackson Glossop has been our IFA since 2018. He has consistently provided prompt, reliable and professional advice upon which we've based our financial planning. He's also a very likeable chap in person - a pleasure to deal with. I'd say Gary's advice has been pivotal in giving us the confidence to end FT work early and enjoy the results whilst we have health and time to indulge our interests.”

“Nothing but positive. The team at Prestfield Wealth Management put together a trust for my children and an ISA for myself. Their knowledge and understanding of the financial world and people’s differing situations is second to none. Communication pre and post product set up was and continues to be fantastic. Straight talking and honest individuals that have your interests at heart. What more could you ask for?”

“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.”

“My mother and I have found Phil @ Now hugely helpful and reliable. His help and transparent advice, particularly with the passing of my father, meant that the financial aspects were covered easily. Improving your financial situation can appear daunting, but Phil has made it seem easy and results stand out for themselves.”

“Philip Kemp has financial experience spanning many years in the industry. I found him via a google seach for advisers local to me, and he has proved to be a font of knowledge, presented in a manner that us lay people, in terms of financial issues, can readily understand. Philip's duty of care is second to none and having helped with an old pension that now will provide growth after being dormant for many years, we are moving on to investing a family legacy I have inherited with a view of ensuring my son gets full and proper benifit on my demise, and benifits myself in retirement. Would I recommed him to others, ABSOLUTLY, with Phillip you get an expert and a friend,”

“Highly recommend Black and Gold Financial Services, me and my fiancé were recommended here by my grandma who had a very good experience 10 years ago, safe to say it’s only gone uphill and we will be referring all our friends and family to use them too. We are first time buys who had absolutely no idea what to do. Bobby and Lauren held our hands through the whole process, handled our questions perfectly and went out their way to ensure that we understood and were happy with every choice made. They had others such as Michael who helped us with the insurance side of things which was very helpful and comforting! At no point did we feel lost or like we had do figure it out ourselves. We are now enjoying decorating our brand new home alongside an adorable welcome package from them! Service couldn’t have been smoother and they handle anything that comes their way, thank you very much to the team at Black and Gold Financial Services!”

“Ramzy has been fantastic with us, he provides us with thorough explanations as to where best to invest, provides regular updates and is always available if we have any questions, would definitely recommend his services”

“Equilibrium hosted the most wonderful Christmas lunch today at Merrydale Manor. Great to meet a few of the team and chat to other clients.”

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

“I had a fantastic experience with ACM Financial Services. From start to finish, the entire team was professional, responsive, and incredibly helpful. They made what could have been a stressful process smooth and straightforward, always taking the time to answer our questions with patience and clarity. Everyone we interacted with was not only knowledgeable but also genuinely kind and courteous. We’re extremely satisfied with the support we received and wouldn’t hesitate to recommend ACM Financial Services to friends and family. Thank you again for your outstanding service!”

“A+ to work with! Simone & Duncan go all out to make the process as stressful as free as possible. Will be using again when it’s time to remortgage!”

“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!”

“Would highly recommend using for mortgage. Matt has gone above and beyond to help me through the process and made it so much less stressful for me. Very helpful, professional and friendly.”

“Just spoken with Maggie, brilliant advice. Highly recommended, thank you”

“I had Roy to help with my 1st mortgage which i would have dtruggled without him. Ive just remortgaged with Jack, and he has been amazing Couldn't have made it more easier and smoothly. He made it easy to understand, broke things down into detail to assist me. Highly recommend this company to anyone. Thanks again Mecury, you've been amazing! Speak in 2026 :)”

“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.”

“We recently reviewed our investments through Mark, having taken them out through his father in the 1990s. We wanted to make our investments IHT efficient and Mark helped us to do this efficiently.”

“I met with Ray to discuss my existing pensions as I had decided to start my own business. Ray reviewed my funds and spotted that I was taking more risk than what I was comfortable with and reallocated them. This was a seamless transaction and potentially saved me a lot of money as I had no idea about the risk I was taking.”

“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.”

“As a first-time buyer, I found the mortgage process to be complex initially; however, Komal, Sneha and the team at Finsso Financial provided exceptional guidance throughout. Komal and Sneha was highly professional, knowledgeable, and always clear in explaining each stage of the process. Communication was consistent and timely, and I felt fully supported from start to completion. I would confidently recommend Finsso Financial to any first-time buyer seeking reliable and professional mortgage advice.”

“Offer good advice and make things easy to understand. Very happy with how my investments are performing”