The 30 Best Wealth management solutions in Wilmslow

33 results found

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  1. 1

    Old Royle Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: Wilmslow Road, Didsbury, Manchester M20 2YY, United Kingdom

    Phone: +44 161 641 9715

    Website: oldroyle.co.uk

  2. 2

    Wren Sterling Wilmslow

    ★★★★★ 4.9
    Closed

    “I have always been given honest advice and guidance over the years with my finances. Recently James assisted with my pension and allocation of certain funds. Knowing I have someone at the end of the phone at anytime to advise on important financial decisions is extremely reassuring. Thank you James.”

    Address: Water Lane, Cheshire, Wilmslow SK9 5AP, United Kingdom

    Phone: +44 161 448 4755

    Website: mutualfm.co.uk

  1. 15

    “Although not directly a client of IFS I have to say how amazing Kirsty Guite has been arranging a mortgage for her client buying a property through me, I am an estate agent of 35 years and have never seen a broker go to such lengths to help her client, she showed a never to be beaten attitude in what was a very complicated transaction, the clients mortgage application was handled very professionally and executed quickly and the matter has now exchanged, a conclusion which I am sure would not have been achieved without Kirstys tenacity, highly recommended.”

    Address: 107 Wilmslow Road, Handforth, Wilmslow SK9 3ER, United Kingdom

    Phone: +44 1625 252108

  1. 20

    Capital Life

    ★★★☆☆ 3.2
    Closed

    “I've had the pleasure of working with this company on a professional level and their dedicated staff, wonderful products and customer centric outlook is everything an external consultant could hope to see. It's great to work with a customer who is of like mind and has the necessary qualities needed to be both successful and a voice for the customer.”

    Address: Lower Meadow Road, Handforth, Wilmslow SK9 3ND, United Kingdom

    Phone: +44 800 411 8683

    Website: capitallife.com