Long term planning in Stockport

“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.”

“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.”

“Andrew is extremely professional and well-informed. I found him via reviews and have never regretted the choice for what has been a complicated setting up of a post-divorce annuity. He came twice to the house for meetings which was much appreciated. He is patient, emotionally-intelligent and never pushy; he thinks about what is best for the client. He sources excellent products, explains his thinking; he follows up, is pro-active. While being clear, concise and in control he is always warm and friendly. I appreciated the fact he was prompt to answer queries and also nudged us to complete paperwork, etc. Totally to be recommended.”

“Highly recommend. Very friendly and am very satisfied is my first time with Aman for application for ILR priority service successful! Good luck everyone.”

“Avantis Direct has transformed my online transactions with its efficient payment gateway service and the experience has been nothing short of exceptional. The integration was smooth, and the security features are top-notch, ensuring a secure environment for transactions. The user-friendly interface and rapid processing have streamlined my payment processes. What sets Avantis Direct apart is its exceptional customer support, providing quick and helpful assistance whenever needed. Highly recommend for a reliable and user-friendly payment solution.”

“Outstanding service from Omar and his team at U&W Chartered Accountants! They expertly handle my accountancy, payroll, bookkeeping, and VAT—providing clarity and peace of mind every step of the way. The attention to detail, responsiveness, and professionalism are second to none. I wholeheartedly recommend U&W Chartered Accountants to any business seeking reliable, knowledgeable, and genuinely supportive financial services.”

“Excellent Service and Peace of Mind I’ve been with them for a while now, and they’ve consistently exceeded my expectations. From day one, everything was very simple, especially the registration process, which was quick and easy, with clear explanations of the coverage options Their customer service representatives are very friendly and knowledgeable. They made everything stress-free, and I feel confident knowing I’m covered. Highly recommend!”

“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.”

“We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.”

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

“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!”

“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!”

“I’ve been working with CNA & CO Mr. Ali for the past 10 years, and I can confidently say he’s one of the most competent professionals I’ve ever dealt with. His deep knowledge of tax laws and regulations is truly impressive, and he’s always been able to handle every situation with expertise and precision. Whether it’s personal or business-related matters, Mr. Ali provides clear guidance and reliable support. I highly recommend him to anyone looking for a trustworthy and knowledgeable accountant. 100% recommended!”

“Didn’t get his name but my driver was a Nigerian chap, drive nice and steady, very chatty and a throughly nice guy. 10/10”

“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.”

“Took my car in as wasn’t sure if clutch or gear box going. Mikhail thought clutch and managed to get job done next day. Feels like a new car now! Great job and great team under his leadership. Thanks”

“We had Charlotte Parker recommended to us by friends and our estate agent and she was excellent. Extremely knowledgeable in her field and thorough but also very understanding and empathetic of what can (and was) a very stressful process! Most importantly Charlotte is very good at her job and we completely trusted her advice and judgement call every step of the way. Would highly recommend!”

“We have been with the broker for over 10 years .Highly recommended and have our complete trust and confidence in covering our multi million pound business Insurance cover ,the price and service are unbeaten , all the staff are friendly and professional especially Nicola ...”

“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.”

“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.”

“Would highly recommend this lady to any potential client who is looking for a highly professional, nurturing and successful service! Highly, highly recommend x”

“Kind and wonderful team that continues to support myself and son. Very helpful in helping me to understand my son, which has helped tremendously with his progress.”

“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 :)”

“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”

“Lisa is professional, patient and offers high quality services. Recommended to everyone.”

“A fantastic, professional service from start to finish. I would definitely recommend Mamucium Capital to anyone seeking financial planning and advice.”