The 20 Best Wealth management in Hale

20 results found

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  1. 2

    Carole Benn Wealth Management Ltd

    ★★★★★ 5
    Closed

    “Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.”

    Address: 1 Cambridge Road, Hale, Altrincham WA15 9SY, United Kingdom

    Phone: +44 161 928 8852

    Website: carolebenn.co.uk

  2. 3

    Foresight Wealth Strategists

    ★★★★★ 5
    Closed

    “Ben Dyson has been my financial advisor for a number of years and I trust him implicitly to manage mine and my family's finances. Ben has been particularly helpful navigating some major life events, helping to set up structures to give me peace of mind that all is in hand now and in the future. I have recommended Ben to a number of friends and I recommend him to anyone looking for calm, assured financial advice.”

    Address: Heath Road, Hale, Altrincham WA14 2XP, United Kingdom

    Phone: +44 161 926 9350

    Website: foresight-ifp.co.uk

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  1. 4

    HALE Wealth Management

    ★★★☆☆ 3
    Closed

    “I completely recommend Parul and her team. She has helped me over many years and ALWAYS goes above and beyond. Her attention to detail is exceptional and something I have never come across is she actually cares about you as an individual rather than just a client.”

    Address: 207 Ashley Road, Hale, Altrincham WA15 9SQ, United Kingdom

    Phone: +44 161 929 0008

    Website: halewm.co.uk

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  1. 9

    NOW Financial Planning Ltd.

    ★★★★★ 5
    Closed

    “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.”

    Address: 168 Ashley Road, Hale, Altrincham WA15 9SF, United Kingdom

    Phone: +44 161 941 1944

    Website: nowfinancial.co.uk

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  1. 10

    John O'Donnell

    ★★★★★ 4.9
    Closed

    “John notarised a last minute court order for me and did so graciously and with honesty. A genuinely decent service provider who did not take advantage of my desperation when all the other notary public institutions were charging me ridiculous amount to sign the document in question. John gave me sound advice and was genuinely concerned about my circumstance. I cannot thank you enough and would highly recommend to all”

    Address: 145A Ashley Road, Hale, Altrincham WA14 2UW, United Kingdom

    Phone: +44 161 928 8227

  2. 11

    Coverex Brokers Limited

    ★★★★★ 5
    Open

    “Great support and service from Mike at Coverex Brokers! Managed to get us tailored and comprehensive insurance policy for our business with higher levels of cover at competitive prices compared to online! Made the process of getting Professional Indemnity Insurance, Employers Liability Insurance, and Public Liability Insurance a lot more easier without the headaches of dealing with online quotes. Would definitely recommend to any business who offer professional services!”

    Address: 21 Canterbury Road, Hale, Altrincham WA15 8PL, United Kingdom

    Phone: +44 300 303 3221

    Website: coverex.co.uk

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  1. 14

    Haines Watts Altrincham

    ★★★★★ 5
    Closed

    “Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

    Address: 157A Ashley Road, Hale, Altrincham WA14 2UT, United Kingdom

    Phone: +44 161 926 8558

    Website: hwca.com

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