Secure future planning in Stockport

“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.”

“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.”

“Roxie and Chris were brilliant at helping us arrange our re=mortgage and updating our life insurance. Our situation was not straight forward and they put a lot of time and effort in to getting us a good deal! Would highly recommend and sure we will be back in touch in the future.”

“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.”

“Brilliant.. quick and easy to get insured if you need temp cover. So simple to do online.. Used it a few times when we needed cover quickly between policies and when we have just bought a new car .. would definitely recommend”

“I had difficulty getting a mortgage, but Lindsay persevered with me and she finally got me a good mortgage, I have now had a completion, I'd like to once again thank Lindsay for all her hard work.”

“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.”

“Rachel was a pleasure to talk with throughout the insurance inquiry process. She explained policy options clearly, was responsive to questions and made everything straightforward and clear. Her professionalism made a real difference and I’d highly recommend her for anyone needing lifestyle insurance support.”

“Would highly recommend using for mortgage. Matt has gone above and beyond to help me through the process and made it so much less stressful for me. Very helpful, professional and friendly.”

“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!”

“Alpha got us a mortgage deal that wasn't available on the open market (w e are small business owners). They made the whole process pain free.”

“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 :)”

“I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.”

“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 :)”

“My business Alisart is a local one and it is so good to have my new accountants actually in Poynton. They have been so warm and welcoming and very patient with me as I learn Quickbooks! They are a family firm and this shows ...with extra care and a passion to help their clients. They have also been generous sponsors for Poynton Arts Festival (which I'm on the committee for) for Summer 2023 which just illustrates their community spirit. This is basically how I found out about them and I just want to spread the word!”

“Our son has been going to Snuggle Bums Day Nursery for about a month now. We are quite impressed by the friendly staff who always strive to always accommodate our questions and queries. Our son settled quite quickly as it was his first time going to a nursery. I cannot recommend them enough..”

“Kallum was absolutely amazing, He helped me with my insurance couldn’t be happier. Very thorough, Great customer service definitely recommend!”

“I have used Thompson brothers for over 8 years now. Great company to deal with. Lyn is so helpful and professional. They dealt directly with the insurance company after my home was burgled to ensure my claim was settled in full. I am in no doubt that if I had insured on line/direct I would have not been paid out in full for my claim as I would have had no one to champion on my behalf. Definitely recommend using this company.”