Secure future planning in Altrincham

27 results found

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  1. 1

    NOW Financial Planning Ltd.

    ★★★★★ 5
    Closed

    “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.”

    Address: 168 Ashley Road, Hale, Altrincham WA15 9SF, United Kingdom

    Phone: +44 161 941 1944

    Website: nowfinancial.co.uk

  2. 3

    Otus Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: 45 The Downs, Altrincham WA14 2QG, United Kingdom

    Phone: +44 161 928 7590

    Website: otusfp.com

  1. 4

    Brookfield Financial Planning

    ★★★★★ 4.8
    Closed

    “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.”

    Address: Moss Lane, Altrincham WA15 8GZ, United Kingdom

    Phone: +44 161 904 0018

    Website: brookfield-fp.co.uk

  2. 6

    Greenwood Mortgages

    ★★★★★ 5
    Open

    “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.”

    Address: Stockport Road, Timperley, Altrincham WA15 7UQ, United Kingdom

    Phone: +44 7412 841848

    Website: greenwoodmortgages.co.uk

  1. 7

    LIFT-Financial Group

    ★★★★★ 5
    Closed

    “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.”

    Address: Regent Road, Altrincham WA14 1RR, United Kingdom

    Phone: +44 161 929 2626

    Website: lift-financial.com

  2. 9

    Capstone Financial

    ★★★★★ 5
    Closed

    “I have received professional and knowledgeable advice from Capstone but with such a friendly and personable manner that I look forward to seeing my financial adviser. He has produced a financial plan that projects the next 5 and 10 years with a presentation that was both useful and understandable. The office staff are also friendly and cheerful and I am always made to feel welcome with a cup of tea etc. I am totally satisfied with the advice given and cannot praise Capstone highly enough.”

    Address: 13 Ashley Road, Altrincham WA14 2DT, United Kingdom

    Phone: +44 161 667 1482

    Website: capstone-financial.co.uk

  1. 10

    John O'Donnell

    ★★★★★ 4.9
    Closed

    “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”

    Address: 145A Ashley Road, Hale, Altrincham WA14 2UW, United Kingdom

    Phone: +44 161 928 8227

  1. 14

    Foresight Wealth Strategists

    ★★★★★ 5
    Closed

    “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.”

    Address: Heath Road, Hale, Altrincham WA14 2XP, United Kingdom

    Phone: +44 161 926 9350

    Website: foresight-ifp.co.uk

  1. 17

    HALE Wealth Management

    ★★★☆☆ 3
    Closed

    “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.”

    Address: 207 Ashley Road, Hale, Altrincham WA15 9SQ, United Kingdom

    Phone: +44 161 929 0008

    Website: halewm.co.uk