Directory overview
- 27 Total businesses
- 3.2 Average rating
- 67% With reviews
- 52% With photos
27 results found
Browse wealth management in Bury. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 27 results in Bury. Average rating 3.2/5 based on 509 reviews & ratings.
“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?”
“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!”
“If you are looking for an accountant with a keen eye for detail, accuracy and skill, look no further! I highly recommend Actua. They turn things around quickly without compromising on quality. They have great rates and provide excellent levels of communication and service.”
“Honestly could not recommend Tim enough, dealing with insurance companies are extremely horrible experiences and sometimes feels like you are getting know where. Tim takes care of it for you, glad I have been able to move on with life and this is thanks to Tim.”
“Tom Williams helped us to sort out our finance situation. He went above and beyond to give us the right advice for us. Couldn’t fault his professionalism and his expertise. Would highly recommended his service”
“I just wanted to say how helpful Lisa Hartley at Holcombe Financial Services has been with regards to my recent House move / mortgage etc. This has been an extremely difficult time for me personally and Lisa helped me at every step of the way. I cannot praise her enough for the help that she has given me in order to get my mortgage completed smoothly and with the minimum of fuss. I would highly recommend her to anyone looking to take out or change their mortgage etc.”
“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.”
“So pleased with the service from Mark-professional, quick and efficient. He made the whole process easy to understand.”
“I have been a customer of the above establishment for many years and have found the accountant that I deal with Barry Adler just wonderful over the years he has been a God send always prepared to advise and work in both my and my husbands best interests .I would definately recommend this accounts Denise and Des Morrell”
“I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has been very good and I would highly recommend them to others.”
“My sister in law has been dancing here since she was 7 and the people here are exceptional”
“Had bad experiences with previous accountants I had dealt with, I came to CorrisLeggat and everything was made so easy. Couldn’t recommend more 5* experience.”
“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!”
“I needed a solicitor to undertake the conveyancing on a property. Having searched for a law company on the web, I found Latimer Lee. Whilst reading through their website I felt that they were a reputable company and oddly enough felt comfortable to call them. Normally the image of a company on a website doesn't always mean they are proficient but their website sent (to me anyway) a message of sincerity. The complete process of obtaining my property was that of good communication and clear instructions and good guidance. Michael was my (professional) contact at their Bury office and was polite and helpful.”