The 30 Best Personalized financial advice in Altrincham

“Rhys and Nathan at Lift Mortgages were great. My mortgage ended up being very complicated with income coming from salary, maintenance and then a childcare fund. They took time before application to check out my affordability and then worked tirelessly to get me the amount I needed. This involved a lot of work with relationship managers as the underwriter was inflexible. Rhys took my calls, responded to emails promptly, explained everything in detail and considered all options for me. I know I wouldn't have got the mortgage I needed without a broker from a well established, large company and Rhys' expertise in more complicated mortgages really paid off. I would and have highly recommended them and will definitely be back in 18 months to remortgage with them.”

“I used James to help me with a recent house purchase and found his advice very helpful in navigating the myriad of mortgage options available. James knows the market very well and is friendly, approachable and responsive. Highly recommended!”

“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.”

“I have received professional and knowledgeable advice from Capstone but with such a friendly and personable manner that I look forward to seeing my financial adviser. He has produced a financial plan that projects the next 5 and 10 years with a presentation that was both useful and understandable. The office staff are also friendly and cheerful and I am always made to feel welcome with a cup of tea etc. I am totally satisfied with the advice given and cannot praise Capstone highly enough.”

“I would not hesitate to recommend Ulrich. He gave us great advice when sorting out our first mortgage. Ulrich was recommended to us by a family member and he was extremely helpful. Fantastic service.”

“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.”

“I have been a client of greystone for what must be 20 years now and I definitely recommend this firm my financial advisor Helen Williamson has been amazing not just with my money but with me too being very professional but also getting to know me. Hopefully I will be with greystone for menu more years to come”

“My wife and I have been lucky enough to have had Chris’s support and advice for over 10 years since we retired. He and his team have helped us greatly in planning our financial future and ensuring we have a secure financial retirement with our pension and investments.”

“Our whole family have been with Kellands for well over a decade now. Can not fault these guys in anyway.”

“Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

“We couldn’t recommend Brookfield highly enough. Having sought mortgage advice from them for my property as a first time buyer a few years ago, they helped us with excellent mortgage advice a second time around when moving on and secured us a great deal. We thank Nick and Matthew particularly who have gone above and beyond and always respond quickly and clearly to any communication. Thank you for all your hard work and a great service.”

“I had an initial call with Steve to discuss my future plans, and found the 30 minute discussion to be concise, thoughtful, and genuinely helpful. He was considerate of my goals and suggested some initial research routes that I wouldn’t have otherwise found myself. Happy to recommend.”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“I used this company to remortgage my house. They made it simple and easy because they are so helpful and they go way and beyond, especially Rob and Louise. Nothing was too much for them. I would highly recommend them and will be using them in the future”

“Every single word Mr Neil Cooper said came true, I had trust issues at first, but everything this man saids is the truth. The company was a dream to deal with and anytime I had any questions I could always contact him straight away. Could not ask for a better more helpful service as a customer. 5 star deserves to be 6 stars.”

“John notarised a last minute court order for me and did so graciously and with honesty. A genuinely decent service provider who did not take advantage of my desperation when all the other notary public institutions were charging me ridiculous amount to sign the document in question. John gave me sound advice and was genuinely concerned about my circumstance. I cannot thank you enough and would highly recommend to all”

“Amazing level of service from start to finish. Lee was exceptional and always very professional offering excellent advice and guidance. Would have no hesitation in recommending Entire FS.”

“The 3mc team have been exceptional! Very thankful to have had such great customer service from Jason and Alex who have been friendly and kind, informative and tried to help in any way that they possibly could. Most importantly during a particularly stressful time they were patient and understood things from the client's perspective - which is worth its weight in gold. Jason ensured that things were done up front, certain exceptions were needed and I don't have the easiest of employment contracts to negotiate before the mortgage application went in. I felt in safe hands throughout and that they were working their hardest to get me the very best mortgage deal they could. Thank you.”

“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail. One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions. Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.”

“ETC Tax provided excellent support and maintained a highly professional approach throughout the process. Their communication was always clear and thoughtful, and their tone, kindness, and overall professionalism left a very positive impression on me. I look forward to working with them again in the future.”