Wealth management services in Manchester

692 results found

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  1. 1

    “It was absolutely amazing to have them as my property managers. They are extremely helpful and quick at resolving any obstacles. Lovely to speak to Arfan everytime I faced any challenges and he was always there to solve it in the best way possible. Thanks a ton for all the help.”

    Address: 125 Deansgate, Salford M3 2BY, United Kingdom

    Phone: +44 161 401 1234

    Website: edward-carter.co.uk

  2. 2

    Pinkerton Financial Services

    ★★★★★ 5
    Closed

    “I've used this company since 2015 for all my mortgage needs and wouldn't consider using anyone else. They have been brilliant, going above and beyond to provide the best of services. Not easy trusting just anyone with such important matters, but have always felt in the safest of hands. I have no reservations recommending. Thanks for all you have done and continue to do.”

    Address: 21A Barton Road, Worsley, Manchester M28 2PD, United Kingdom

    Phone: +44 7836 324958

    Website: pinkertonfinancialservices.co.uk

  3. 3

    Lionbridge Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: Quay Street, Salford M3 3JZ, United Kingdom

    Phone: +44 161 399 0105

    Website: lionbridgewealth.co.uk

  1. 4

    Sylvan Financial Management

    ★★★★★ 5
    Closed

    “I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.”

    Address: 5300 Lakeside, Cheadle SK8 3GP, United Kingdom

    Phone: +44 161 531 6285

    Website: sylvanfinancial.co.uk

  2. 5

    Cullen Wealth

    ★★★★★ 5
    Closed

    “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.”

    Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom

    Phone: +44 161 975 6700

    Website: cullenwealth.co.uk

  3. 6

    “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?”

    Address: 430 Bury New Road, Prestwich, Manchester M25 1BD, United Kingdom

    Phone: +44 161 507 3398

    Website: prestfieldwm.co.uk

  1. 7

    “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.”

    Address: 210 Folly Lane, Swinton, Manchester M27 0DD, United Kingdom

    Phone: +44 161 507 3398

    Website: prestfieldwm.co.uk

  2. 8

    Informed Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: 9 Barton Road, Worsley, Manchester M28 2PD, United Kingdom

    Phone: +44 7902 873640

    Website: iwm.ltd

  1. 10

    Black & Gold Financial Services Limited

    ★★★★★ 5
    Closed

    “Highly recommend Black and Gold Financial Services, me and my fiancé were recommended here by my grandma who had a very good experience 10 years ago, safe to say it’s only gone uphill and we will be referring all our friends and family to use them too. We are first time buys who had absolutely no idea what to do. Bobby and Lauren held our hands through the whole process, handled our questions perfectly and went out their way to ensure that we understood and were happy with every choice made. They had others such as Michael who helped us with the insurance side of things which was very helpful and comforting! At no point did we feel lost or like we had do figure it out ourselves. We are now enjoying decorating our brand new home alongside an adorable welcome package from them! Service couldn’t have been smoother and they handle anything that comes their way, thank you very much to the team at Black and Gold Financial Services!”

    Address: 197 Elliott Street, Tyldesley, Manchester M29 8DR, United Kingdom

    Phone: +44 161 250 1470

    Website: blackandgoldfinancialservices.co.uk

  2. 12

    “I have recently been fortunate enough to have been recommended the services of NRA accountants. I found Neil to be knowledgeable, and easy to deal with and felt confident in him from the outset. Neil gives straightforward, clear and simple explanations, and solid advice. A good accountant pays for himself and I feel this is certainly the case with Neil. His fees were more than fair to begin with and the tax savings he made have paid his fee several times over. Quick responses to queries and an impressive turnaround coupled with the fact Neil is a really nice guy means I will be using NRA going forward and for years to come.”

    Address: Queensway, Rochdale OL11 2YW, United Kingdom

    Phone: +44 1706 489059

    Website: nraaccountancy.com

  1. 15

    R A E Financial Services

    ★★★★★ 4.9
    Closed

    “Ramzy has been fantastic with us, he provides us with thorough explanations as to where best to invest, provides regular updates and is always available if we have any questions, would definitely recommend his services”

    Address: 59 Northumberland Way, Sharston, Wythenshawe, Manchester M22 4UG, United Kingdom

    Phone: +44 7957 656773

    Website: raefinancialservices.co.uk

  1. 16

    Holcombe Financial Services

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 9-11 Peel Brow, Ramsbottom, Bury BL0 0AA, United Kingdom

    Phone: +44 1204 238500

    Website: holcombefinancialservices.co.uk

  2. 17

    Claritas Wealth Management

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 10 Heaton Moor Road, Heaton Moor, Stockport SK4 4DT, United Kingdom

    Phone: +44 161 636 9200

    Website: claritaswm.co.uk

  3. 18

    Depledge Strategic Wealth Management Ltd

    ★★★★★ 4.9
    Closed

    “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”

    Address: Warren Bruce Road, Trafford Park, Stretford, Manchester M17 1LB, United Kingdom

    Phone: +44 161 808 0200

    Website: depledgeswm.com

  1. 19

    A C M Financial Services Ltd

    ★★★★★ 4.8
    Open

    “I had a fantastic experience with ACM Financial Services. From start to finish, the entire team was professional, responsive, and incredibly helpful. They made what could have been a stressful process smooth and straightforward, always taking the time to answer our questions with patience and clarity. Everyone we interacted with was not only knowledgeable but also genuinely kind and courteous. We’re extremely satisfied with the support we received and wouldn’t hesitate to recommend ACM Financial Services to friends and family. Thank you again for your outstanding service!”

    Address: 117 Stockport Road, Cheshire, Stockport SK6 6AF, United Kingdom

    Phone: +44 161 427 9999

  2. 21

    Maison Management Mcr

    ★★★★☆ 4.7
    Closed

    “Maison Management is highly recommended. They were incredibly helpful with all my property related needs. Every step was handled smoothly and efficiently with no unnecessary delays. The team went out of their way to help further which set them apart. I will definitely use them again in the future and recommend anyone to do the same! .”

    Address: 3 Barton Lane, Eccles, Manchester M30 0DD, United Kingdom

    Phone: +44 161 246 2481

    Website: maison-management.co.uk

  1. 23

    TLD Wealth Management Ltd

    ★★★★☆ 4.6
    Closed

    “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.”

    Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom

    Phone: +44 161 814 9315

    Website: tldwealth.co.uk

  2. 24

    Luxury Hub Manchester

    ★★★★☆ 4.2
    Open

    “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”

    Address: Gordon Street, Stockport SK4 1RR, United Kingdom

    Phone: +44 161 714 4211

    Website: luxuryhub.co.uk

  1. 25

    Manchester Rent A Home

    ★★★★☆ 4.1
    Closed

    “I rented with Manchester Rent-A-Home for a year and I received great support and correspondence throughout the year from all staff. All of our maintenance issues were dealt with promptly and effectively, including replacement of a broken washing machine and assistance with leaks in the property. Inspections or fire alarm tests were alerted to us in advance and Vanessa and Danielle offered excellent communication and service throughout our tenancy. The property was affordable and in a good area of Manchester, close to city centre and our transition from Ireland to the year's tenancy in England was seamless. I would recommend using Manchester Rent-a-Home to student and professional tenants alike!”

    Address: 11 Wilbraham Road, Fallowfield, Manchester M14 6JS, United Kingdom

    Phone: +44 161 250 3036

    Website: manchester-rentahome.com

  1. 29

    Albion House Wealth Management

    ★★★★★ 5
    Closed

    “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 :)”

    Address: 31 Queen Street, Oldham OL1 1RD, United Kingdom

    Phone: +44 161 543 0674

    Website: albionhousewm.co.uk

  2. 30

    Mercury Financial Management Ltd

    ★★★★★ 5
    Closed

    “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 :)”

    Address: 43A Compstall Road, Romiley, Stockport SK6 4BT, United Kingdom

    Phone: +44 161 355 8073

    Website: mercuryfinancial.co.uk