The 30 Best Wealth planning in Altrincham

“My mother and I have found Phil @ Now hugely helpful and reliable. His help and transparent advice, particularly with the passing of my father, meant that the financial aspects were covered easily. Improving your financial situation can appear daunting, but Phil has made it seem easy and results stand out for themselves.”

“My wife and I have been lucky enough to have had Chris’s support and advice for over 10 years since we retired. He and his team have helped us greatly in planning our financial future and ensuring we have a secure financial retirement with our pension and investments.”

“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!”

“Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.”

“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.”

“Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

“We couldn’t recommend Brookfield highly enough. Having sought mortgage advice from them for my property as a first time buyer a few years ago, they helped us with excellent mortgage advice a second time around when moving on and secured us a great deal. We thank Nick and Matthew particularly who have gone above and beyond and always respond quickly and clearly to any communication. Thank you for all your hard work and a great service.”

“Can’t recommend Periscope highly enough!”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“I completely recommend Parul and her team. She has helped me over many years and ALWAYS goes above and beyond. Her attention to detail is exceptional and something I have never come across is she actually cares about you as an individual rather than just a client.”

“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!”

“Every single word Mr Neil Cooper said came true, I had trust issues at first, but everything this man saids is the truth. The company was a dream to deal with and anytime I had any questions I could always contact him straight away. Could not ask for a better more helpful service as a customer. 5 star deserves to be 6 stars.”

“John notarised a last minute court order for me and did so graciously and with honesty. A genuinely decent service provider who did not take advantage of my desperation when all the other notary public institutions were charging me ridiculous amount to sign the document in question. John gave me sound advice and was genuinely concerned about my circumstance. I cannot thank you enough and would highly recommend to all”

“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail. One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions. Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.”

“ETC Tax provided excellent support and maintained a highly professional approach throughout the process. Their communication was always clear and thoughtful, and their tone, kindness, and overall professionalism left a very positive impression on me. I look forward to working with them again in the future.”

“I have unfortunately had the need for an outstanding solicitor re matrimonial matters. Besides the fact that Caroline Swain is excellent at her job she is also an extremely compassionate lady for this I was truly grateful for. Would highly recommend her for her extreme professionalism and obtaining the best outcome for her clients.”

“Great support and service from Mike at Coverex Brokers! Managed to get us tailored and comprehensive insurance policy for our business with higher levels of cover at competitive prices compared to online! Made the process of getting Professional Indemnity Insurance, Employers Liability Insurance, and Public Liability Insurance a lot more easier without the headaches of dealing with online quotes. Would definitely recommend to any business who offer professional services!”

“Would highly recommend using for mortgage. Matt has gone above and beyond to help me through the process and made it so much less stressful for me. Very helpful, professional and friendly.”

“Our whole family have been with Kellands for well over a decade now. Can not fault these guys in anyway.”