Retirement planning in Cheadle

41 results found

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  1. 2

    HG Financial Planning

    ★★★★★ 5
    Closed

    “Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.”

    Address: 18 Cleveleys Avenue, Cheshire, Cheadle SK8 3RH, United Kingdom

    Phone: +44 161 437 5999

    Website: hgfinancialplanning.co.uk

  2. 3

    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. 5

    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. 10

    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

  2. 11

    Money Advice

    ★★★★★ 5
    Closed

    “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.”

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

    Phone: +44 333 242 2438

    Website: moneyadvice.co.uk

  3. 12

    Mitchell Williams

    ★★★★★ 4.9
    Closed

    “We bought our house through Mitchell Williams, and then, seeing how good they were, used them to sell the property again 9 years later! They were brilliant from start to finish. The listing and video they produced were first rate - so much so that we had offers on the table from the first day of viewings! Max was fantastic in managing our case. He negotiated and secured a great sale price for us. He was very attentive - always phoning to check where things were up to and very responsive on email. If you're selling or buying in the area, I would 100% recommend. We had a great experience!”

    Address: 93 High Street, Cheadle SK8 1AA, United Kingdom

    Phone: +44 161 491 2709

    Website: mitchellwilliams.co.uk

  1. 13

    No1 CopperPot Credit Union

    ★★★★★ 4.9
    Closed

    “Absolutely the best, Rebecca is a fantastic member of the copper pot team who is honest, supportive and dedicated to make sure everything goes as smoothly as possible. Nothing is always plain sailing however this was down to other parties and not CopperPot. I won’t go anywhere else for finance needs. Looking at previous reviews and stars it’s apparent that the great service is constant! Thank you and all the best”

    Address: Cheadle SK8 3GX, United Kingdom

    Phone: +44 161 741 3160

    Website: no1copperpot.com

  2. 14

    Tussies Chartered Accountants

    ★★★★★ 4.9
    Closed

    “As chairman of South Manchester Sports Club we have been with the Tussies for over thirty years. Vicky who has been in charge of our wages has done a remarkable job and what ever wage problem we have she is there with a happy face. Simon is a true gent nothing is to much trouble for him a very friendly person who always makes you feel at home. I have known David Tussie for over forty years a truly wonderful accountant with a great sense of humour. Tussies have done a brilliant job for the club and we hope this partnership goes on for many more years.”

    Address: 31 Wilmslow Road, Cheadle SK8 1DR, United Kingdom

    Phone: +44 161 428 1188

    Website: tussies.co.uk

  1. 17

    Cheshire Financial Advice

    ★★★★★ 5
    Closed

    “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.”

    Address: 93 High Street, Cheadle SK8 1AA, United Kingdom

    Phone: +44 161 549 1020

    Website: cheshirefa.co.uk

  1. 20

    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. 21

    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

  1. 24

    IV Lions Accountants

    ★★★★★ 5
    Closed

    “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.”

    Address: 2 Earl Road, Cheadle Hulme, Cheadle SK8 6GN, United Kingdom

    Phone: +44 161 485 7449

    Website: ivlions.co.uk

  1. 25

    ALG Finance Ltd

    ★★★★☆ 4.4
    Open

    “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.”

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

    Phone: +44 161 491 4051

    Website: algfinance.co.uk