The 30 Best Retirement savings plan in Stockport

36 results found

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  1. 1

    Slaiyburn Financial Planning Ltd

    ★★★★★ 5
    Open

    “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.”

    Address: 18 Storey Road, Disley, Stockport SK12 2BF, United Kingdom

    Phone: +44 7815 744634

    Website: slaiyburn.co.uk

  2. 2

    Sustainable Financial Planning

    ★★★★★ 5
    Open

    “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

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  1. 4

    Cullen Wealth

    ★★★★★ 5
    Open

    “I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.”

    Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom

    Phone: +44 161 975 6700

    Website: cullenwealth.co.uk

  2. 5

    Avantis Direct

    ★★★★★ 5
    Open

    “Avantis Direct has transformed my online transactions with its efficient payment gateway service and the experience has been nothing short of exceptional. The integration was smooth, and the security features are top-notch, ensuring a secure environment for transactions. The user-friendly interface and rapid processing have streamlined my payment processes. What sets Avantis Direct apart is its exceptional customer support, providing quick and helpful assistance whenever needed. Highly recommend for a reliable and user-friendly payment solution.”

    Address: Wellington Road North, Stockport SK4 2LP, United Kingdom

    Phone: +44 161 615 4662

    Website: vantisdirect.co.uk

  3. 6

    A M G Financial Solutions Ltd

    ★★★★★ 4.9
    Open

    “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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  1. 8

    Claritas Wealth Management

    ★★★★★ 4.9
    Open

    “We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.”

    Address: 10 Heaton Moor Road, Heaton Moor, Stockport SK4 4DT, United Kingdom

    Phone: +44 161 636 9200

    Website: claritaswm.co.uk

  2. 9

    Quicksolve Accountants

    ★★★★★ 4.9
    Open

    “From the outset, it was clear Quicksolve Accountants are highly knowledgeable and experienced. They provided insightful advice on best ways to save tax on my property portfolio and demonstrated a deep understanding of the latest tax laws and financial regulations. I felt confident that my financial matters were in capable hands. The level of customer service I received exceeded my expectations. Mr Riaz owner of Quicksolve Accountants was responsive and approachable, making sure that all my concerns were addressed. Additionally, he provided me with proactive advice, helping me plan for the future and avoid potential issues. I highly recommend Quicksolve Accountants for anyone looking for an accountant who is professional, knowledgeable, and committed to delivering high-quality service. Whether you're dealing with taxes, financial planning, or any other accounting needs, they will provide sound advice and excellent support.”

    Address: 973 Stockport Road, Manchester M19 3NP, United Kingdom

    Phone: +44 161 478 9412

    Website: qsaccountants.business.site

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  1. 10

    A C M Financial Services Ltd

    ★★★★★ 4.8
    Open

    “I had a fantastic experience with ACM Financial Services. From start to finish, the entire team was professional, responsive, and incredibly helpful. They made what could have been a stressful process smooth and straightforward, always taking the time to answer our questions with patience and clarity. Everyone we interacted with was not only knowledgeable but also genuinely kind and courteous. We’re extremely satisfied with the support we received and wouldn’t hesitate to recommend ACM Financial Services to friends and family. Thank you again for your outstanding service!”

    Address: 117 Stockport Road, Cheshire, Stockport SK6 6AF, United Kingdom

    Phone: +44 161 427 9999

  2. 11

    TLD Wealth Management Ltd

    ★★★★☆ 4.6
    Open

    “Great experience had with my financial product review & the advice given. I chose a product that was tailored to my specific requirements, thanks to my knowledgeable advisor Andy Barlow. Thanks to the TLD team also for the following check-ups.”

    Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom

    Phone: +44 161 814 9315

    Website: tldwealth.co.uk

  3. 12

    Banks Lane Finance

    ★★★★★ 5
    Open

    “Ben helped us secure our morgage as first time buyers, I couldn’t recommend his service enough! Ben was a great communicator, explained everything thoroughly and was extremely clear throughout. I would definitely recommend Bens service and will be sure to use him again when we re-mortgage!”

    Address: Norcross Close, Stockport SK2 5NH, United Kingdom

    Phone: +44 800 779 7046

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  1. 13

    Homebuyer Conveyancing

    ★★★★★ 5
    Open

    “A really quick and convenient way to get a very good quote for a remortgage application. No personal details are gathered to obtain the quote, which was instant and later confirmed to the penny by the law firm ultimately referred. Law firms were clearly marked by this site as being on the panel of firms used by the building society I was taking the mortgage from, which is a nice touch.”

    Address: 5A Ack Lane East, Bramhall, Stockport SK7 2BE, United Kingdom

    Phone: +44 345 463 7664

    Website: homebuyerconveyancing.com

  2. 14

    Mercury Financial Management Ltd

    ★★★★★ 5
    Open

    “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

    Website: mercuryfinancial.co.uk

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  1. 17

    MERCURY PENSIONS

    ★★★★★ 5
    Open

    “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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  1. 19

    James Bowes Ltd

    ★★★★☆ 4.5
    Open

    “The staff give great service ( especially the lady with long hair.) and are very knowledgeable. Although the store is shop is very intimate, and the stock isn’t always massive… I would much rather by jewellery here rather than a massive chain. Great job ladies…”

    Address: 79 Prince's Street, Stockport SK1 1RW, United Kingdom

    Phone: +44 161 480 3862

    Website: jamesbowes.co.uk

  2. 20

    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

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