The 30 Best Retirement planning in Manchester

“My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

“Ruth really takes her time to get to know you and offer truly bespoke and honest advice suited to your needs, circumstances and future goals. From the moment I first made contact with Ruth, she made me feel relaxed and confident I was in good hands. Thank you Ruth for your advice and unwavering support.”

“Gary Hazelwood at Cheetham Jackson Glossop has been our IFA since 2018. He has consistently provided prompt, reliable and professional advice upon which we've based our financial planning. He's also a very likeable chap in person - a pleasure to deal with. I'd say Gary's advice has been pivotal in giving us the confidence to end FT work early and enjoy the results whilst we have health and time to indulge our interests.”

“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.”

“great service provided from first enquiry to completion of my pension annuity. Nathan, Lesley and the team were professional, knowledgeable and helpful through out the process, and were able to provide a whole of market quote that improved my expected annuity pension, and enabled me to make the best choices for my retirement. Thank you”

“Philip Kemp has financial experience spanning many years in the industry. I found him via a google seach for advisers local to me, and he has proved to be a font of knowledge, presented in a manner that us lay people, in terms of financial issues, can readily understand. Philip's duty of care is second to none and having helped with an old pension that now will provide growth after being dormant for many years, we are moving on to investing a family legacy I have inherited with a view of ensuring my son gets full and proper benifit on my demise, and benifits myself in retirement. Would I recommed him to others, ABSOLUTLY, with Phillip you get an expert and a friend,”

“Equilibrium hosted the most wonderful Christmas lunch today at Merrydale Manor. Great to meet a few of the team and chat to other clients.”

“The service and advice that we have received from Marcus Pilkington from Pareto has been second to none. He makes things easy to understand and has enabled us to fulfill our dream - retiring early and having a property abroad. We would not have achieved this without Marcus’ advice and assistance. We would highly recommend Pareto and Marcus!”

“I reviewed 5 different financial advisors, including 2 linked to St James’ Place, and 2 other independents to review all my different pensions and situation. 2 are final salary; 6 are defined contribution. Hilltop did the most due diligence on my existing schemes, producing the most comprehensive, helpful report. They have access to the whole pension fund market and I felt confident in going with them, based on their advice, compared to the others, and their fee structure was competitive too. They advised me to not touch my final salary schemes and to combine my other defined contribution schemes into one high performing scheme with Aviva invested primarily in US equities based on my personal risk appetite (7 from 10, where 10 is highest risk). I’m also going to making regular transfers from current workplace DC scheme into the Aviva fund. I am seeing decent growth already, after only 3 months! Recommended”

“Lyndsey was very professional and a great help when sorting out my pension”

“I've been to see other 'financial experts' and in my experience, most of them tell you want to hear, and then try and sell you one of their products. I recently went to see David Shirley at Strategem FP. Not only is extremely knowledgable on a wide range of financial planning aspects, he's also very approachable. I told him my ideas on an investment strategy (which would have given him some fee paying work). David listened, then spent quite some time explaining why my strategy was not the optimal one for me, and provided me with an alternative strategy, which was best for me, although didn't provide him with any fees. It's safe to say that he really does act in the clients' best interest. I will more business people operated like David. Highly recommended.”

“I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

“If actions speak loudest, after interviewing every UK based fixed fee financial planner we could find online, we entrusted our parents financial affairs to Colin. Colin has a wonderful ability to communicate challenging concepts with clarity and patience. Colin is an advocate of passive, index investing. Colin's pricing is exceedingly fair, unlike traditional AUM fee structures that attempt to justify itself via fear mongering (with some variant of "this is too complex for you to do without us"). It is a shame Colin is such a rarity, if you can establish yourself as a client before he runs out of capacity, consider yourself lucky.”

“We recently worked with Prest Financial on their promotional film. They have firm family values and are very professional from beginning to end.”

“Thank you so much to Clare at Slaiyburn for supporting me to set up savings and pensions pot my little boy. I wanted to start saving something for his future, making sure that he had some financial security, and also good financial habits from a young age. I knew that just putting money in a savings account wasn’t the best use of my money. But then when I started looking into other investments options, it just baffled me, and was a bit overwhelming. Clare’s so knowledgeable and patient, she took the time to explain all of the different options for me, helped me to make sense of the financial world. My little one now now has an investment savings and pension pot, that’s earning money for him already. Thanks again, I really appreciate how much time you afforded to me, to help me make the right decisions. I’ll be back again when my mortgage is due for renewal.”

“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.”

“Such a helpful articulate and polite young gentleman. Thank you so much Dwaine. Highly recommend!”

“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.”

“Jordan and the PM+M Team have been outstanding throughout the whole process. They have been informed and professional from start to finish and have guided me through the journey the whole way. I look forward to working with them in the future to manage and improve my investment portfolio. No hesitation in providing a 5* Rating!”

“Absolutely amazing service well recommended”

“We have been advised by Mark for 17 years. He provides a great service, clear advice and assurance that has steered us towards our retirement goals without drama. I would recommend him to friends and family without reservation.”

“Johnathan and Mark helped us to get our dream home we never thought we could have they are top professionals and make the whole mortgage process as stress free as it can be, and when we had to change houses they were on hand to act quickly so we had no delays and managed to find us a better rate, they also provided us with life insurance for total price of mind couldn’t recommend Broadoak highly enough and we will be using them again when we need to remortgage in the future *****”

“great website very easy to navigate”

“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!”

“Darren was able to provide directly relevant information that I was able to act on from the outset.”

“If you are looking for good honest and open advisors, then I definitely recommend the team here. Steve and the team are excellent, they listen and share insights. I’ve personally used them to make decisions on my pension plans and they were excellent”