Wealth consulting in Manchester

“Lionbridge Wealth Management has been fantastic in offering advice on our business profits and reducing tax. Their expertise has significantly increased our profits and optimised our tax liabilities. Beyond business, they’ve also provided invaluable advice on our personal finances, including investments and retirement planning, giving us clarity and peace of mind. Their holistic approach to financial planning is exceptional, making us feel valued and understood. Highly recommend their services for comprehensive and reliable financial advice.”

“I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.”

“Nothing but positive. The team at Prestfield Wealth Management put together a trust for my children and an ISA for myself. Their knowledge and understanding of the financial world and people’s differing situations is second to none. Communication pre and post product set up was and continues to be fantastic. Straight talking and honest individuals that have your interests at heart. What more could you ask for?”

“I first spoke with Rowena Birch about my pension. She took a holistic approach and we went through everything I needed to have in place. I now feel as if I have my finances organised and under control and know I have a friendly, professional expert available to answer any questions I may have. I have since recommended Rowena to a number of friends and family and all have been equally as impressed with her approachable, but professional manner.”

“Finding a good financial advisor can be tricky and a little bit daunting. If you're looking for a financial advisor who is very personable, well-informed and not at all pushy, Richard fits the bill. He provides solid, practical and easy to understand advice. He also responds very promptly to any queries. Also has interesting chat about his various travels!”

“We have been a client of Appogee from the very beginning and always had good consistent service. All the associates we have dealt with have been friendly, curteous and professional . We would not hesitate to recommend this company.”

“Absolutely brilliant service. Ben was really helpful got a great price for my Rolex watch and was paid out in minutes. Will definitely use again and recommend him to friends”

“Great service from TPD for my mortgage. The mortgage advisor Jon was really helpful and it was such a smooth process. I will definitely be using their services again in the future.”

“We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.”

“From the very start Daniel was friendly and approachable. He was willing to answer all our questions (however stupid!). He understood quickly what we wanted to achieve and provided us with clear and practical advice. He then actioned our instruction quickly and provided us with regular updates. Highly recommended”

“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.”

“It been a pleasure and amazing 2 years renting with luxury hub. Perfect, clear, and effective communication during the whole renting process. Always willing to help and clarify especially with George Very good rental agent. Thank you”

“I cannot recommend Victoria and her program enough. I am one of those individuals who had a major fear of flying and was able to avoid it most of my life. Then my husband had a very special work trip that I needed to attend that was across the country. I didn't know what to do as the thought of flying absolutely terrified me, but I didn't want to miss out on my husband's accomplishments either. Then along came Victoria and her program. Not only was I able to get on that plane with her help, but through the program I was able to understand how other parts of my life were driven by fears and anxiety too. I got so much more than I bargained for from her Thrive program. She also helped me with solutions and techniques to get me through my flight when I got nervous. And when I let my imagination start getting the best of me, I could hear her voice in my head reminding of the process and techniques and it really worked. I am so thankful for Victoria and I cannot believe I am saying this, but we are already planning our next trip somewhere where I will be flying again for fun! Thank you, Victoria! You've opened up a whole new world for me and I am ever so grateful!”

“Very impressed with this company. My advisor Remi was very experienced and came across very relaxed. Not your typical salesman. My wife and I felt very comfortable with him. We will definitely buy through him again.”

“Despite being early in my career, I realised I needed a better pension, it’s something I would have put off for a while if family had not urged me. Matthew was very helpful and knowledgeable. As I am a newbie to all things finance/pensions he was patient, explained everything in detail and his advice was very professional and friendly at the same time! He knew exactly what I needed to do to help secure my future financial goals and the whole process was easy, smooth and enjoyable. Thanks so much :)”

“Lyndsey was very professional and a great help when sorting out my pension”

“So pleased with the service from Mark-professional, quick and efficient. He made the whole process easy to understand.”

“As always, a friend referral is the best. I was not disappointed From the 1st contact with Joanne & the initial discussion about myself, the reasons I needed her services etc I found her and her service to be open and honest, that was both reassuringly caring and professional She has the ability to listen with understanding that is both attentive & efficient The service is friendly, personal, open and honest whilst making the most effective way of utilising funds Would recommend without hesitation”

“Wonderful company to work for and with. I genuinely enjoy it”

“I was not sure whether I could afford to retire and Paul explained things in a really easy to understand way. I highly recommend Paul and his company True Potential.”

“A huge thank you to Kusal at Appleton Gerrard Private Wealth Management who has helped consolidate my finances without a complicated portfolio. He clearly explains what financial plan is appropriate without complicated financial jargon and is always at the end of the phone if needed. Kusal's advice has been priceless and I would have no hesitation in recommending him, he is very knowledgeable, listens and has his clients best interest at heart.”

“Probably a good time to review - 6/7 years into my relationship with Richard. Really just very solid and reliable. Nothing dodgy ever. My funds have done slightly better during the good times and also slightly better during the bad times. Consistently reliable, easy to contact. A very solid advisor. I'd recommend without hesitation. Ty Glover.”

“Had a meeting with Callum today, really nice guy, very professional and spoke very clearly about the options available. Would highly recommend.”

“Darren is one of the most honest and hardworking people I know. He will work tirelessly to give you the best advice and help that he can. Thank you for all your help over the years Darren.”

“Excellent and very helpful service. Will use again without hestitation.”

“Both Wayne and Jack have helped me setup a pension and savings for our children. They gave me thorough advice on my options and advised on how best to invest my money to get the best return. We've now partnered with Consilium Wealth Management to offer employee wellness and better pensions for staff, rather than the government standard. Will highly recommend the team!”

“Jamie has been so helpful and lovely, navigating me through my financial situation, which is something I really struggle with. He offered me more time and was incredibly empathic offering realistic advice which was sensitive to my situation. I would absolutely recommend.”

“great website very easy to navigate”