Wealth planning services in Manchester

“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.”

“Ruth really takes her time to get to know you and offer truly bespoke and honest advice suited to your needs, circumstances and future goals. From the moment I first made contact with Ruth, she made me feel relaxed and confident I was in good hands. Thank you Ruth for your advice and unwavering support.”

“I have recently been fortunate enough to have been recommended the services of NRA accountants. I found Neil to be knowledgeable, and easy to deal with and felt confident in him from the outset. Neil gives straightforward, clear and simple explanations, and solid advice. A good accountant pays for himself and I feel this is certainly the case with Neil. His fees were more than fair to begin with and the tax savings he made have paid his fee several times over. Quick responses to queries and an impressive turnaround coupled with the fact Neil is a really nice guy means I will be using NRA going forward and for years to come.”

“Recommended to me through a friend, Matt and Alison were extremely helpful at every stage of the process, providing transparent and extremely good advice on mortgages and more. As a first time buyer, it can be a lot to get your head around. Having a good mortgage advisor such as CMS definitely made the process less stressful and more manageable. I would recommend them to any of my family or friends.”

“Absolutely amazing service well recommended”

“I've used this company since 2015 for all my mortgage needs and wouldn't consider using anyone else. They have been brilliant, going above and beyond to provide the best of services. Not easy trusting just anyone with such important matters, but have always felt in the safest of hands. I have no reservations recommending. Thanks for all you have done and continue to do.”

“Philip Kemp has financial experience spanning many years in the industry. I found him via a google seach for advisers local to me, and he has proved to be a font of knowledge, presented in a manner that us lay people, in terms of financial issues, can readily understand. Philip's duty of care is second to none and having helped with an old pension that now will provide growth after being dormant for many years, we are moving on to investing a family legacy I have inherited with a view of ensuring my son gets full and proper benifit on my demise, and benifits myself in retirement. Would I recommed him to others, ABSOLUTLY, with Phillip you get an expert and a friend,”

“Highly recommend Black and Gold Financial Services, me and my fiancé were recommended here by my grandma who had a very good experience 10 years ago, safe to say it’s only gone uphill and we will be referring all our friends and family to use them too. We are first time buys who had absolutely no idea what to do. Bobby and Lauren held our hands through the whole process, handled our questions perfectly and went out their way to ensure that we understood and were happy with every choice made. They had others such as Michael who helped us with the insurance side of things which was very helpful and comforting! At no point did we feel lost or like we had do figure it out ourselves. We are now enjoying decorating our brand new home alongside an adorable welcome package from them! Service couldn’t have been smoother and they handle anything that comes their way, thank you very much to the team at Black and Gold Financial Services!”

“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.”

“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.”

“Gary Hazelwood at Cheetham Jackson Glossop has been our IFA since 2018. He has consistently provided prompt, reliable and professional advice upon which we've based our financial planning. He's also a very likeable chap in person - a pleasure to deal with. I'd say Gary's advice has been pivotal in giving us the confidence to end FT work early and enjoy the results whilst we have health and time to indulge our interests.”

“My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

“If you are looking for an accountant with a keen eye for detail, accuracy and skill, look no further! I highly recommend Actua. They turn things around quickly without compromising on quality. They have great rates and provide excellent levels of communication and service.”

“Ramzy has been fantastic with us, he provides us with thorough explanations as to where best to invest, provides regular updates and is always available if we have any questions, would definitely recommend his services”

“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.”

“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.”

“Nadine was great to work with from the start, she guided us through the process making sure we understood everything with no pressure on timelines. Everything was followed up through emails with time to go through in our own time. We would definitely recommend working with Nadine.”

“Equilibrium hosted the most wonderful Christmas lunch today at Merrydale Manor. Great to meet a few of the team and chat to other clients.”

“I had a fantastic experience with ACM Financial Services. From start to finish, the entire team was professional, responsive, and incredibly helpful. They made what could have been a stressful process smooth and straightforward, always taking the time to answer our questions with patience and clarity. Everyone we interacted with was not only knowledgeable but also genuinely kind and courteous. We’re extremely satisfied with the support we received and wouldn’t hesitate to recommend ACM Financial Services to friends and family. Thank you again for your outstanding service!”

“A+ to work with! Simone & Duncan go all out to make the process as stressful as free as possible. Will be using again when it’s time to remortgage!”

“The service and advice that we have received from Marcus Pilkington from Pareto has been second to none. He makes things easy to understand and has enabled us to fulfill our dream - retiring early and having a property abroad. We would not have achieved this without Marcus’ advice and assistance. We would highly recommend Pareto and Marcus!”

“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.”