The 30 Best Wealth management solutions in Manchester

“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.”

“Fantastic service from Trudi and the team. Extremely professional and everything was explained and presented very well. Would highly recommend!”

“I used James to help me with a recent house purchase and found his advice very helpful in navigating the myriad of mortgage options available. James knows the market very well and is friendly, approachable and responsive. Highly recommended!”

“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 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.”

“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”

“Very good experience overall, with excellent service on re-mortgage provided by Martin, Abbie and their colleagues. A potentially tricky process was made simple thanks to their efficient approach. No hesitation in recommending AMG for a wide range of financial services.”

“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”

“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! .”

“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.”

“Good business campus with plenty of facilities for students. Not students are as well welcome though some services are restricted to students.”

“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 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!”

“Excellent personal debt consolidation company to work alongside, keep up the excellent work Lewis Alexander Financial Management!”

“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 :)”

“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 :)”

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

“We recently reviewed our investments through Mark, having taken them out through his father in the 1990s. We wanted to make our investments IHT efficient and Mark helped us to do this efficiently.”

“I met with Ray to discuss my existing pensions as I had decided to start my own business. Ray reviewed my funds and spotted that I was taking more risk than what I was comfortable with and reallocated them. This was a seamless transaction and potentially saved me a lot of money as I had no idea about the risk I was taking.”

“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”

“Joel was amazing sorting out the mortgage for me and my partner. As first time buyers the process is really daunting with so much to consider and so much information to digest. Having someone who could explain our options and who knew the market was so reassuring. We felt confident we could make an informed decision and have one less thing to think about”