Wealth management solutions in Manchester

“Wonderful company to work for and with. I genuinely enjoy it”

“I was not sure whether I could afford to retire and Paul explained things in a really easy to understand way. I highly recommend Paul and his company True Potential.”

“A huge thank you to Kusal at Appleton Gerrard Private Wealth Management who has helped consolidate my finances without a complicated portfolio. He clearly explains what financial plan is appropriate without complicated financial jargon and is always at the end of the phone if needed. Kusal's advice has been priceless and I would have no hesitation in recommending him, he is very knowledgeable, listens and has his clients best interest at heart.”

“Lisa is professional, patient and offers high quality services. Recommended to everyone.”

“Nick helped us buy our first home and was fantastic to work with, can't recommend him highly enough. He helped us navigate the whole process with complex situations of living / earning money / paying tax abroad and returning to the UK, as well as swapping to a different property half way through. He's really good at explaining things clearly and giving no-nonsense advice about the best options at each decision point. Looking forward to working with him again with mortgage renewals and any future house purchases.”

“I recently found myself in the position of looking for a new accountant following the unexpected resignation of my previous accountant from his own firm. I had no hesitation in contacting Moira from Financial Growth Solutions as I had heard her talk so knowledgeably about financial matters, business planning, taxation and Xero, the accountancy software I was using already. Moira made the transition of moving all my accounting and payroll to Financial Growth Solutions as straightforward as possible. I have been really pleased with the proactive way she is looking after the accounts and my business interests. The fees I was quoted are competitive and I therefore have no hesitation in recommending Moira should you or any business owner you know need the services of a great accountancy firm. Matt Nichol”

“Probably a good time to review - 6/7 years into my relationship with Richard. Really just very solid and reliable. Nothing dodgy ever. My funds have done slightly better during the good times and also slightly better during the bad times. Consistently reliable, easy to contact. A very solid advisor. I'd recommend without hesitation. Ty Glover.”

“Darren is one of the most honest and hardworking people I know. He will work tirelessly to give you the best advice and help that he can. Thank you for all your help over the years Darren.”

“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!”

“Jamie has been so helpful and lovely, navigating me through my financial situation, which is something I really struggle with. He offered me more time and was incredibly empathic offering realistic advice which was sensitive to my situation. I would absolutely recommend.”

“great website very easy to navigate”

“What an absolute gent Mike is. I phoned this morning for some quick advice on behalf of my elderly and disabled Father who needed some quick but assuring advice. Mike spent 15 minutes on the phone providing a clear but concise overview, putting our minds at rest. Thanks Mike.”

“Great experience working with Craig from Thrive Wealth Management. Very knowledgable and can explain the pension world in easy to understand terms so that you feel informed to make the right decisions. Great service.”

“This was my first time investing. I sat down with Tom who explained things clearly and I felt very comfortable with my chosen portfolio. His patience, professionalism and ability to make this experience an exciting prospect whilst being informative throughout certainly sets Chronos apart from other financial advisors. I Would highly recommend chronos wealth management!”

“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.”

“Good to work with and reliable.”

“Knowledgeable, professional and personal service. Very pleased with the service when dealing with my pension options.”

“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available when I have any questions. I wouldn't hesitate to recommend her to anyone.”

“Glenn was extremely rapid, helpful, and patient. Very challenging time to be getting a mortgage and Glenn made the process so much easier! Highly recommended, thankyou!”

“We recently purchased a house with the assistance of David. As first time buyers, he explained everything throughout the whole process ensuring we understood all of the details, and even secured us a better rate a few days before completion. I 100% recommend going with David for mortgage advice, we will be back in the future. Thanks David!”

“Amazing knowledge.very helpful and wiith no pressure.”

“We met Colin at one of the local networking events, he has advised us on the auto enrolment and we are moving forward with the management pensions We have found Colin and his team to be highly professional and the process has been fairly simple Thank You”

“Greg Middleton and his team have helped me with my finances for the last decade, since our meeting at a seminar. These have included our portfolios, property and Public Guardianship accounts thereof. Have always been treated with curtesy, knowledge and a cup of tea, so look forward to our continued relationship.”

“Financial advice and wealth management as it should be! Alison is a joy to deal with - I have found her to be incredibly professional, knowledgable of the market and felt she took the time to understand me and provided with peace of mind. As well as offering a high quality service, Alison is approachable, friendly and had my best interests in mind. I would 100% recommend her.”

“When dealing with complex information, Paul listened carefully, understood our perspective and offered feasible options in response. We found his guidance both purposeful and valuable.”

“I received excellent advice and help from my adviser. Everything was explained in full and information supplied was clear and concise. I would fully recommend Jones Regan.”