Wealth conservation in Manchester

8 results found

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  1. 2

    Wetherall's

    ★★★★★ 5
    Open

    “I’ve never been particularly interested in financial matters, but my husband insisted that I join him to meet with the Wetherall’s team a few years ago when we chose them to help us with our financial planning, and although I hate to admit it, I am pleased to say that for once he was right! James, Kate and Delphine, are wonderful to work with, and make the topic of financial planning a lot more understandable and interesting than I had thought possible. They took the time to get to know us, our family, as well as our financial status and ambitions, and they then set about working closely with us on a plan to get our finances in good order and ready for our future retirement. They have really taken great care of us, and the plan is working well. I highly recommend working with this excellent team!”

    Address: 70 Spring Gardens, Manchester M2 2BQ, United Kingdom

    Phone: +44 161 823 7390

    Website: wetheralls.co.uk

  2. 3

    Estate Planning Solutions

    ★★★★★ 4.9
    Open

    “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.”

    Address: Styal Road, Wythenshawe, Manchester M22 5WB, United Kingdom

    Phone: +44 800 781 6658

    Website: estplan.co.uk

  1. 4

    Blackstone Finanical Management

    ★★★★★ 5
    Open

    “Nick helped us buy our first home and was fantastic to work with, can't recommend him highly enough. He helped us navigate the whole process with complex situations of living / earning money / paying tax abroad and returning to the UK, as well as swapping to a different property half way through. He's really good at explaining things clearly and giving no-nonsense advice about the best options at each decision point. Looking forward to working with him again with mortgage renewals and any future house purchases.”

    Address: 22b Station Road, Cheadle Hulme, Cheadle SK8 7AB, United Kingdom

    Phone: +44 161 482 8285

    Website: blackstonefm.com

  2. 5

    Broadoak Financial Planning

    ★★★★★ 5
    Open

    “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 *****”

    Address: 380 Chester Road, Old Trafford, Stretford, Manchester M16 9EA, United Kingdom

    Phone: +44 161 676 8100

    Website: broadoakfp.com

  3. 6

    Sherrard Financial Management

    ★★★★★ 5
    Open

    “What an absolute gent Mike is. I phoned this morning for some quick advice on behalf of my elderly and disabled Father who needed some quick but assuring advice. Mike spent 15 minutes on the phone providing a clear but concise overview, putting our minds at rest. Thanks Mike.”

    Address: 37 Manchester Road, Walkden, Worsley, Manchester M28 3NS, United Kingdom

    Phone: +44 161 702 0661

    Website: sherrardfm.com