The 20 Best Retirement wealth planning in cheshire

27 results found

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  1. 1

    Cheshire Financial Advice

    ★★★★★ 5
    Open

    “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

  2. 3

    Stratagem Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 839839

    Website: stratagemfp.co.uk

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  1. 14

    WISEONE UK Ltd

    ★★★★★ 5
    Open

    “We used Wiseone as our mortgage broker for the purchase of our 1st home. Clair and Leeann made the entire experience easy, smooth and comfortable. They were prompt with their responses and getting things done to move things along nicely. They answered all our queries and worries and nothing felt too little or too much for them. Also a mention for the ladies, Amira and Sarah who sorted out our insurances and made sure we had everything needed to secure ourselves becoming first time home owners. Considering we do not live in the area, everything was sorted via email and telephone calls and it worked out great. Would definitely recommend these if you're looking to purchase.”

    Address: 47 Mill Lane, Cheshire, Lymm WA13 9SX, United Kingdom

    Phone: +44 161 776 2508

    Website: wiseoneuk.com

  2. 15

    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

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  1. 18

    Walton Financial Solutions Ltd

    ★★★★★ 5
    Open

    “We recently purchased a house with the assistance of David. As first time buyers, he explained everything throughout the whole process ensuring we understood all of the details, and even secured us a better rate a few days before completion. I 100% recommend going with David for mortgage advice, we will be back in the future. Thanks David!”

    Address: 122 Mottram Road, Cheshire, Stalybridge SK15 2QU, United Kingdom

    Phone: +44 161 303 7178

    Website: waltonfs.co.uk

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  1. 20

    Wren Sterling Wilmslow

    ★★★★★ 4.9
    Closed

    “I have always been given honest advice and guidance over the years with my finances. Recently James assisted with my pension and allocation of certain funds. Knowing I have someone at the end of the phone at anytime to advise on important financial decisions is extremely reassuring. Thank you James.”

    Address: Water Lane, Cheshire, Wilmslow SK9 5AP, United Kingdom

    Phone: +44 161 448 4755

    Website: mutualfm.co.uk

  2. 21

    Ipensions Group

    ★☆☆☆☆ 1.4
    Closed

    “I have been using and recommending Ipension's SIPPs for my clients for many years and have found their level of service to be first class. There isn't a SIPP firm better equipped to address the non-UK resident UK SIPP requirement in my humble opinion - what's my opnion worth? Chartered Financial Planner, Fellow of both the CII and CISI with 20 years experience.”

    Address: 2 Park Avenue, Cheshire, Sale M33 6HE, United Kingdom

    Phone: +44 161 972 2840

    Website: ipensionsgroup.com

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