Secure future planning in Manchester

“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.”

“Nadine was great to work with from the start, she guided us through the process making sure we understood everything with no pressure on timelines. Everything was followed up through emails with time to go through in our own time. We would definitely recommend working with Nadine.”

“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'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.”

“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.”

“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!”

“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 *****”

“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.”

“Krishna has been our financial consultant for over 8 years now and we couldn't be more pleased with how he has managed our affairs. He's such a lovely person and very, very knowledgeable. He advises us on everything and keeps us in the loop. If we want to ask him anything he doesn't hesitate to get back to us. In fact he has been looking after our son's finances too. It definitely gives us peace of mind knowing Krishna is taking care of it all and we would absolutely recommend his services.”

“My mind has been put at ease with my pensions and the future. Something I have put off. And being a new business, out of employment and into Self employment, created a lot of worry financially. Yianni's skills, knowledge and experience in this area has given me options and a more positive approach with solutions that suit me and my finances. Yianni's approach is very person centered which is genuine, sincere and everything you would need to feel safe and secure for your financial affairs. Thank you. Adam Berry”

“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.”

“Amazing staff and children are looked after well”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“I've been with MCU for years and had a few loans with them. But I don't understand why you can't transfer your savings to your existing loan amount to help reduce the amount you owe online instead of over the phone.”