The 20 Best Wealth preservation in Altrincham

23 results found

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  1. 3

    “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!”

    Address: 45 The Downs, Altrincham WA14 2QG, United Kingdom

    Phone: +44 1625 315000

    Website: chronoswm.co.uk

  1. 4

    Carole Benn Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 1 Cambridge Road, Hale, Altrincham WA15 9SY, United Kingdom

    Phone: +44 161 928 8852

    Website: carolebenn.co.uk

  2. 5

    Foresight Wealth Strategists

    ★★★★★ 5
    Closed

    “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.”

    Address: Heath Road, Hale, Altrincham WA14 2XP, United Kingdom

    Phone: +44 161 926 9350

    Website: foresight-ifp.co.uk

  1. 7

    HALE Wealth Management

    ★★★☆☆ 3
    Closed

    “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.”

    Address: 207 Ashley Road, Hale, Altrincham WA15 9SQ, United Kingdom

    Phone: +44 161 929 0008

    Website: halewm.co.uk

  1. 12

    NOW Financial Planning Ltd.

    ★★★★★ 5
    Closed

    “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.”

    Address: 168 Ashley Road, Hale, Altrincham WA15 9SF, United Kingdom

    Phone: +44 161 941 1944

    Website: nowfinancial.co.uk

  1. 13

    John O'Donnell

    ★★★★★ 4.9
    Closed

    “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”

    Address: 145A Ashley Road, Hale, Altrincham WA14 2UW, United Kingdom

    Phone: +44 161 928 8227

  1. 17

    Brookfield Financial Planning

    ★★★★★ 4.8
    Closed

    “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.”

    Address: Moss Lane, Altrincham WA15 8GZ, United Kingdom

    Phone: +44 161 904 0018

    Website: brookfield-fp.co.uk