Long term retirement planning in Cheadle

23 results found

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  1. 2

    Sustainable Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: Stockport Road, Cheadle SK8 2JX, United Kingdom

    Phone: +44 330 912 1767

    Website: sustainable-fp.co.uk

  1. 4

    Retirement Solutions

    ★★★★☆ 3.9
    Closed

    “I needed to invest my DC company pension into annuity. Got details of retirement solutions through unbiased. Great company to deal with from start to finish. Jack guided me all the way through the complicated process liasing between my company and new pension provider. He kept me informed every step of the way and was always readily available if I needed to speak or email him. It's not very often that you get this level of customer service anymore. A few other companies should take a leaf out of their book. Special thanks to Jack for his excellent support. Keep up the great work!”

    Address: Station Road, Cheadle Hulme, Cheadle SK8 7AZ, United Kingdom

    Phone: +44 800 043 0725

    Website: retirementsolutions.co.uk

  1. 8

    Sylvan Financial Management

    ★★★★★ 5
    Closed

    “I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.”

    Address: 5300 Lakeside, Cheadle SK8 3GP, United Kingdom

    Phone: +44 161 531 6285

    Website: sylvanfinancial.co.uk

  1. 11

    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. 12

    Covington's

    ★★★★★ 5
    Closed

    “A very long over due review for Covingtons The proprietor Phil Goodenough has looked after my finances and investments for over 30 years , before i sold my company , whilst selling my company and for the next 18 years after to present day . I take Phil for granted.. in a good way , his integrity , professionalism and his always accessible friendly manner , i don't even have to think, is my money safe , is someone doing their best for me and my family ...I know the answer cos I've know and trusted Phil for a long time ...None better !”

    Address: Cheadle Heath, Stockport SK3 0XA, United Kingdom

    Phone: +44 161 491 5915

    Website: covingtons.co.uk