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Address: Station Road, Cheadle Hulme, Cheadle SK8, United Kingdom
Phone: +44 161 486 9316
Website: jordanlynch.com
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2
“I was not sure whether I could afford to retire and Paul explained things in a really easy to understand way. I highly recommend Paul and his company True Potential.”
Address: 27 King Street, Delph, Oldham OL3 5DH, United Kingdom
Phone: +44 7793 545163
Website: pwhitehead.tpllp.com
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3
“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
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4
“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
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5
“great website very easy to navigate”
Address: Hardman Street, Salford M3 3AP, United Kingdom
Phone: +44 161 839 4222
Website: brewin.co.uk
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6
Address: 95A Wood Lane, Timperley, Altrincham WA15 7PG, United Kingdom
Phone: +44 161 980 7981
Website: business-cheshire.co.uk
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7
Address: 62 Westgate, Hale, Altrincham WA15 9AZ, United Kingdom
Phone: +44 161 233 0388
Website: cheshirewealth.investments
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8
“This was my first time investing. I sat down with Tom who explained things clearly and I felt very comfortable with my chosen portfolio. His patience, professionalism and ability to make this experience an exciting prospect whilst being informative throughout certainly sets Chronos apart from other financial advisors. I Would highly recommend chronos wealth management!”
Address: 45 The Downs, Altrincham WA14 2QG, United Kingdom
Phone: +44 1625 315000
Website: chronoswm.co.uk
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9
Address: 11 Cecil Street, Stalybridge SK15 2LD, United Kingdom
Phone: +44 161 303 8008
Website: gjswm.org
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10
“Can’t recommend Periscope highly enough!”
Address: 10 Ocean Street, Broadheath, Altrincham WA14 5QL, United Kingdom
Phone: +44 161 416 6572
Website: periscopewealth.co.uk
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11
Address: 173 Wellington Road, Stockport SK1 3UA, United Kingdom
Phone: +44 1663 423102
Website: calicowealthmanagement.co.uk
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12
Address: 96 Strines Road, Marple, Stockport SK6 7DU, United Kingdom
Phone: +44 161 285 0285
Website: marquiswealth.co.uk
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14
Address: Altrincham Road, Wilmslow SK9 4LY, United Kingdom
Phone: +44 1244 313784
Website: tattonwm.co.uk
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16
Address: 11A The Cross, Lymm WA13 0HR, United Kingdom
Phone: +44 1925 755635
Website: matthewgreenhalgh.co.uk
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18
Address: Cheadle SK8 3GY, United Kingdom
Phone: +44 161 519 0600
Website: shepherdprivateclients.co.uk
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19
“Very good experience overall, with excellent service on re-mortgage provided by Martin, Abbie and their colleagues. A potentially tricky process was made simple thanks to their efficient approach. No hesitation in recommending AMG for a wide range of financial services.”
Address: 17 Park Lane, Poynton, Stockport SK12 1RD, United Kingdom
Phone: +44 1625 878242
Website: amgfs.co.uk
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20
“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.”
Address: Atlantic Street, Broadheath, Cheshire, Altrincham WA14 5DD, United Kingdom
Phone: +44 161 519 8500
Website: havengsl.com
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21
“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.”
Address: Pepper Road, Hazel Grove, Stockport SK7 5BW, United Kingdom
Phone: +44 161 641 3229
Website: lifestyleinsurancebrokers.co.uk
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22
“Excellent personal debt consolidation company to work alongside, keep up the excellent work Lewis Alexander Financial Management!”
Address: Тринити-уэй, Salford M3 7BG, United Kingdom
Phone: +44 800 018 6868
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23
“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
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24
“I have struggled for 5 years trying to sort a remortgage out. No one would help and was turned away from banks. I telephoned Michelle who was very helpful and within a couple of days she had found me the best remortgage she could find (with one of the lender's I tried.) I'm very happy to say I'm am financially better off and have a new mortgage. The communation between myself and Michelle was 110%. I had no stress as she tool this away from me. Highly highly recommended. Thank you again.”
Address: 2 Hardman Boulevard, Salford M3 3AQ, United Kingdom
Phone: +44 191 241 0700
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25
“A fantastic, professional service from start to finish. I would definitely recommend Mamucium Capital to anyone seeking financial planning and advice.”
Address: 14 Saint Petersgate, Stockport SK1 1AR, United Kingdom
Phone: +44 330 113 1017
Website: mamuciumcapital.co.uk
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26
“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
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27
“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
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28
“I've worked with Dave and Alex for many years now. The day to day is with Alex and he provides an outstanding service, really good technical knowledge and is also a very nice chap to.”
Address: Stockport Road, Altrincham WA15 8DB, United Kingdom
Phone: +44 161 941 7307
Website: phillipcarroll.co.uk
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29
“Having recently become a contractor Andrew has been absolutely invaluable in helping me navigate all financial matters. He always answers my questions promptly (in the early stages there were an awful lot) and is willing to give a steer even for things out of his remit. He charges a fair price and provides an excellent service.”
Address: 14 Tytherington Park Road, Tytherington, Macclesfield SK10 2EL, United Kingdom
Phone: +44 1625 616791
Website: andrewleafinance.com
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30
“Catrina of HWIFM Ltd has been advising my wife and I for over 20 years and we have been well served by all her advice. We can’t recommend her highly enough.”
Address: Gadbrook Park, Cheshire, Northwich CW9 7RA, United Kingdom
Phone: +44 1606 338914
Website: hwifm.co.uk
“Lewis was a true professional and worked hard to get my Wife and I the correct Life insurances in place”