The 20 Best Wealth management solutions in Bury

25 results found

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  1. 1

    “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

  2. 3

    Consilium Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: 14a Manchester Old Road, Bury BL9 0TB, United Kingdom

    Phone: +44 161 537 1290

    Website: consiliumwmltd.co.uk

  1. 8

    Motorclaimguru Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 10 Saint Mary's Place, Bury BL9 0DZ, United Kingdom

    Website: motorclaimguru.co.uk

  1. 10

    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. 11

    Baker Financial Planning Ltd

    ★★★★★ 5
    Open

    “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.”

    Address: 146-148 Bury Old Road, Whitefield, Manchester M45 6AT, United Kingdom

    Phone: +44 161 796 1888

  3. 12

    Kay Consulting

    ★★★★★ 5
    Open

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

    Address: 228 Bury New Road, Whitefield, Manchester M45 8QN, United Kingdom

    Phone: +44 161 767 8980

  1. 13

    Samuels Financial

    ★★★★★ 5
    Closed

    “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.”

    Address: 205 Bury Old Road, Prestwich, Manchester M25 1JF, United Kingdom

    Phone: +44 161 773 5777

    Website: samuelsfinancial.co.uk

  2. 14

    PM+M Financial Planning Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: Pilsworth Road, Bury BL9 8RN, United Kingdom

    Phone: +44 161 641 8690

    Website: pmm.co.uk

  1. 17

    Warents Feingold & Co - Accountants

    ★★★★★ 5
    Closed

    “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”

    Address: 349 Bury Old Road, Prestwich, Manchester M25 1PY, United Kingdom

    Phone: +44 161 773 4562

    Website: wfandco.co.uk

  1. 19

    Latimer Lee Solicitors Limited

    ★★☆☆☆ 2.7
    Closed

    “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.”

    Address: 35 Bury New Road, Prestwich, Manchester M25 9JY, United Kingdom

    Phone: +44 161 798 9000

    Website: latimerlee.com