The 30 Best Retirement planning in Altrincham

“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.”

“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.”

“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!”

“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.”

“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.”

“We used Greenwood Mortgages to obtain and deal with the mortgage application process for our house purchase. We found Nick to be excellent with great communication from the outset and throughout. Nick understood what we were looking for and provided multiple options and recommendations to get the best deal to suit our needs. We also used Nick to set up life insurance and again he was more than happy to provide options and recommendations. He clearly talked through the pros and cons to all suitable options to provide us with a full overview to help inform our decision. We have, and will continue to recommend Greenwood Mortgages to friends and family and would highly recommend his services to anyone looking for a mortgage/life insurance. Overall a great experience with Nick at Greenwood Mortgages, and will, when the time comes to remortgage, be back in touch.”

“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!”

“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”

“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”

“Great experience working with Craig from Thrive Wealth Management. Very knowledgable and can explain the pension world in easy to understand terms so that you feel informed to make the right decisions. Great service.”

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

“Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.”

“Ben Dyson has been my financial advisor for a number of years and I trust him implicitly to manage mine and my family's finances. Ben has been particularly helpful navigating some major life events, helping to set up structures to give me peace of mind that all is in hand now and in the future. I have recommended Ben to a number of friends and I recommend him to anyone looking for calm, assured financial advice.”

“Excellent service, I highly recommend. I can't thank John and Gillian enough for all their help and assistance.”

“I’ve worked with Dunham for nigh on eight years now. In that time they’ve drawn upon their extensive knowledge of financial products across the market, to provide me with a friendly and personable service that’s tailored to meet my financial needs. Their advice has given me peace of mind where my finances are concerned and I look forward to many more years of this bright working relationship!”

“I completely recommend Parul and her team. She has helped me over many years and ALWAYS goes above and beyond. Her attention to detail is exceptional and something I have never come across is she actually cares about you as an individual rather than just a client.”