The 10 Best Wealth planning services in Worsley

12 results found

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  1. 1

    Pinkerton Financial Services

    ★★★★★ 5
    Closed

    “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.”

    Address: 21A Barton Road, Worsley, Manchester M28 2PD, United Kingdom

    Phone: +44 7836 324958

    Website: pinkertonfinancialservices.co.uk

  2. 2

    “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.”

    Address: 210 Folly Lane, Swinton, Manchester M27 0DD, United Kingdom

    Phone: +44 161 507 3398

    Website: prestfieldwm.co.uk

  3. 3

    Informed Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: 9 Barton Road, Worsley, Manchester M28 2PD, United Kingdom

    Phone: +44 7902 873640

    Website: iwm.ltd

  1. 8

    Retirement Professionals Ltd

    ★★★★★ 5
    Closed

    “great service provided from first enquiry to completion of my pension annuity. Nathan, Lesley and the team were professional, knowledgeable and helpful through out the process, and were able to provide a whole of market quote that improved my expected annuity pension, and enabled me to make the best choices for my retirement. Thank you”

    Address: High Street, Walkden, Worsley, Manchester M28 3NJ, United Kingdom

    Phone: +44 800 098 7090

    Website: retirementprofessionals.co.uk

  2. 9

    Sherrard Financial Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 37 Manchester Road, Walkden, Worsley, Manchester M28 3NS, United Kingdom

    Phone: +44 161 702 0661

    Website: sherrardfm.com