Long term planning in Manchester

475 results found

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  1. 152

    Mercury Financial Management Ltd

    ★★★★★ 5
    Closed

    “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 :)”

    Address: 43A Compstall Road, Romiley, Stockport SK6 4BT, United Kingdom

    Phone: +44 161 355 8073

    Website: mercuryfinancial.co.uk

  2. 153

    Kay Consulting

    ★★★★★ 5
    Open

    “So pleased with the service from Mark-professional, quick and efficient. He made the whole process easy to understand.”

    Address: 228 Bury New Road, Whitefield, Manchester M45 8QN, United Kingdom

    Phone: +44 161 767 8980

  1. 155

    Fairstone Financial Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 8 Ferndale Avenue, Whitefield, Manchester M45 7QP, United Kingdom

    Phone: +44 161 425 4852

  2. 156

    Joanne Fogo Wealth Management

    ★★★★★ 5
    Closed

    “As always, a friend referral is the best. I was not disappointed From the 1st contact with Joanne & the initial discussion about myself, the reasons I needed her services etc I found her and her service to be open and honest, that was both reassuringly caring and professional She has the ability to listen with understanding that is both attentive & efficient The service is friendly, personal, open and honest whilst making the most effective way of utilising funds Would recommend without hesitation”

    Address: Crown Street, Failsworth, Manchester M35 9SD, United Kingdom

    Phone: +44 161 870 2422

    Website: joannefogowm.co.uk

  1. 159

    Principle Investment Management

    ★★★★★ 5
    Closed

    “Joel was amazing sorting out the mortgage for me and my partner. As first time buyers the process is really daunting with so much to consider and so much information to digest. Having someone who could explain our options and who knew the market was so reassuring. We felt confident we could make an informed decision and have one less thing to think about”

    Address: 91 Stockport Road, Marple, Stockport SK6 6AA, United Kingdom

    Phone: +44 161 449 9166

    Website: principle-im.com

  1. 161

    “A huge thank you to Kusal at Appleton Gerrard Private Wealth Management who has helped consolidate my finances without a complicated portfolio. He clearly explains what financial plan is appropriate without complicated financial jargon and is always at the end of the phone if needed. Kusal's advice has been priceless and I would have no hesitation in recommending him, he is very knowledgeable, listens and has his clients best interest at heart.”

    Address: 82 King Street, Manchester M2 4WQ, United Kingdom

    Phone: +44 161 745 7100

    Website: appletongerrard.com

  1. 164

    Blackstone Finanical Management

    ★★★★★ 5
    Closed

    “Nick helped us buy our first home and was fantastic to work with, can't recommend him highly enough. He helped us navigate the whole process with complex situations of living / earning money / paying tax abroad and returning to the UK, as well as swapping to a different property half way through. He's really good at explaining things clearly and giving no-nonsense advice about the best options at each decision point. Looking forward to working with him again with mortgage renewals and any future house purchases.”

    Address: 22b Station Road, Cheadle Hulme, Cheadle SK8 7AB, United Kingdom

    Phone: +44 161 482 8285

    Website: blackstonefm.com

  2. 165

    Old Royle Wealth Management Ltd

    ★★★★★ 5
    Closed

    “Probably a good time to review - 6/7 years into my relationship with Richard. Really just very solid and reliable. Nothing dodgy ever. My funds have done slightly better during the good times and also slightly better during the bad times. Consistently reliable, easy to contact. A very solid advisor. I'd recommend without hesitation. Ty Glover.”

    Address: Wilmslow Road, Didsbury, Manchester M20 2YY, United Kingdom

    Phone: +44 161 641 9715

    Website: oldroyle.co.uk

  1. 166

    Finsso Financial

    ★★★★★ 5
    Closed

    “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.”

    Address: 5 Union Street, Manchester M12 4JD, United Kingdom

    Phone: +44 161 277 7861

    Website: finsso.co.uk

  1. 172

    “Although not directly a client of IFS I have to say how amazing Kirsty Guite has been arranging a mortgage for her client buying a property through me, I am an estate agent of 35 years and have never seen a broker go to such lengths to help her client, she showed a never to be beaten attitude in what was a very complicated transaction, the clients mortgage application was handled very professionally and executed quickly and the matter has now exchanged, a conclusion which I am sure would not have been achieved without Kirstys tenacity, highly recommended.”

    Address: 107 Wilmslow Road, Handforth, Wilmslow SK9 3ER, United Kingdom

    Phone: +44 1625 252108

  2. 174

    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

  1. 177

    True Self Wealth Ltd

    ★★★★★ 5
    Closed

    “Jamie has been so helpful and lovely, navigating me through my financial situation, which is something I really struggle with. He offered me more time and was incredibly empathic offering realistic advice which was sensitive to my situation. I would absolutely recommend.”

    Address: Quay Street, Salford M3 3JZ, United Kingdom

    Phone: +44 7469 712299

    Website: trueselfwealth.co.uk

  1. 178

    Haven IFA Ltd

    ★★★★★ 5
    Closed

    “I can honestly say hand on heart that my recent dealings with Kyle Acton have been nothing but exceptional. Kyle had my interest firmly at the forefront of his mind. His advice and guidance in a no pressure, calm and professional manner was excellent. I will have no problem in recommending Kyle to future clients.”

    Address: Brooklands Road, Sale M33 3SD, United Kingdom

    Phone: +44 161 495 9340

    Website: havenifa.co.uk