Personal wealth management in Cheadle

“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.”

“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.”

“I can't recommend Andy at Roberts McBain highly enough. He guided me through the mortgage process with professionalism and patience, even when challenges cropped up along the way. Andy kept me, solicitors and estate agents informed at every stage and made sure I secured the right mortgage for my needs. His support was invaluable, and I’m really grateful for all his help. Thanks again, Andy!”

“Hilton Finance made our mortgage process smooth and stress-free. They kept us informed every step of the way, offering clear communication and professional support throughout. Highly recommend for anyone looking for a seamless experience!”

“Very helpful! I was nervous and worried about asking for help and explaining my situation. When I filled out the enquiry/calculator I got a call from Shaun he was friendly and explained things clearly and made sure on various occasions did I understand all the informationand options available to me. I also never felt judged once during the calls, for the first night I have slept better knowing someone is helping me. I also spoke to Phil and again he was friendly and helpful and explained everything thoroughly Thanks again.”

“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.”

“Polite and calm staff. Nadeem was exceptionally fantastic. I’m impressed with their service and get you the best deals.”

“Our entire experience with Acasta and most specifically Thomas Heathcote absolutely exceeded our expectations. We were blown away by the professionalism, care and kindness Tom showed us when our wedding venue went into administration 4 months before our wedding date. He assured us that Acasta would help us and Tom did just that. If we could give more stars we would. Thank you Tom and Acasta for giving us the possibility to still have our wedding day which transpired to be even better the 2nd time round. Thank you from the bottom of our hearts for everything. Thoroughly recommend Acasta to all of our friends and family.”

“Was very patient and really helpful”

“I would highly recommend Cheshire Financial Advice to everyone. Heidi has been looking after us and working hard on our mortgage application to successfully deliver the best possible option. Heidi is absolutely lovely, well organised and as efficient as possible. She is always there when we need her, very approachable and easy to communicate with. The whole process has been a very positive experience for us which I find extremely important.”

“Lewis was a true professional and worked hard to get my Wife and I the correct Life insurances in place”

“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.”

“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 !”

“Fantastic company would always recommend. Made me feel in control again thank you”

“Been knowing Antony for a few years now. Antony has been responsible through out my cases, start from searching for broker and following through the progress. Highly recommend!!! Thank you.”

“Amazing service and a very approachable! I ant thank them enough for helping me and my clients with our tax affairs. I have no reservations in recommending Nick or the team at IV Lions to any of our clients in future. 5 stars all around.”

“Very friendly and helpful took time to explain and guidance ....nothing was to much trouble .. would totally recommend this company”

“Jo and the team at ALG Finance have been helpful in helping me understand what my financial options are to help me through the pandemic. While I have ended up not borrowing from them in the end as they talked me through what might be better for my business, I appreciated their advice and honesty about what is right for me.”

“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!”