Wealth preservation in Cheadle

15 results found

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  1. 3

    Sylvan Financial Management

    ★★★★★ 5
    Closed

    “I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.”

    Address: 5300 Lakeside, Cheadle SK8 3GP, United Kingdom

    Phone: +44 161 531 6285

    Website: sylvanfinancial.co.uk

  1. 4

    Acasta Europe Limited

    ★★★★☆ 4
    Closed

    “Our entire experience with Acasta and most specifically Thomas Heathcote absolutely exceeded our expectations. We were blown away by the professionalism, care and kindness Tom showed us when our wedding venue went into administration 4 months before our wedding date. He assured us that Acasta would help us and Tom did just that. If we could give more stars we would. Thank you Tom and Acasta for giving us the possibility to still have our wedding day which transpired to be even better the 2nd time round. Thank you from the bottom of our hearts for everything. Thoroughly recommend Acasta to all of our friends and family.”

    Address: 4 Station Road, Cheadle Hulme, Cheadle SK8 5AE, United Kingdom

    Phone: +44 800 668 1350

    Website: acastaeurope.co.uk

  2. 5

    Blackstone Finanical Management

    ★★★★★ 5
    Closed

    “Nick helped us buy our first home and was fantastic to work with, can't recommend him highly enough. He helped us navigate the whole process with complex situations of living / earning money / paying tax abroad and returning to the UK, as well as swapping to a different property half way through. He's really good at explaining things clearly and giving no-nonsense advice about the best options at each decision point. Looking forward to working with him again with mortgage renewals and any future house purchases.”

    Address: 22b Station Road, Cheadle Hulme, Cheadle SK8 7AB, United Kingdom

    Phone: +44 161 482 8285

    Website: blackstonefm.com

  1. 8

    Retirement Solutions

    ★★★★☆ 3.9
    Closed

    “I needed to invest my DC company pension into annuity. Got details of retirement solutions through unbiased. Great company to deal with from start to finish. Jack guided me all the way through the complicated process liasing between my company and new pension provider. He kept me informed every step of the way and was always readily available if I needed to speak or email him. It's not very often that you get this level of customer service anymore. A few other companies should take a leaf out of their book. Special thanks to Jack for his excellent support. Keep up the great work!”

    Address: Station Road, Cheadle Hulme, Cheadle SK8 7AZ, United Kingdom

    Phone: +44 800 043 0725

    Website: retirementsolutions.co.uk