1
Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom
Phone: +44 161 975 6700
Website: cullenwealth.co.uk
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2
“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?”
Address: 430 Bury New Road, Prestwich, Manchester M25 1BD, United Kingdom
Phone: +44 161 507 3398
Website: prestfieldwm.co.uk
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3
“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
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4
“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.”
Address: Knutsford WA16 8GS, United Kingdom
Phone: +44 1565 757811
Website: apogeewealth.co.uk
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5
“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.”
Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom
Phone: +44 161 940 0176
Website: tpdwealth.co.uk
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6
“From the very start Daniel was friendly and approachable. He was willing to answer all our questions (however stupid!). He understood quickly what we wanted to achieve and provided us with clear and practical advice. He then actioned our instruction quickly and provided us with regular updates. Highly recommended”
Address: Warren Bruce Road, Trafford Park, Stretford, Manchester M17 1LB, United Kingdom
Phone: +44 161 808 0200
Website: depledgeswm.com
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7
“Despite being early in my career, I realised I needed a better pension, it’s something I would have put off for a while if family had not urged me. Matthew was very helpful and knowledgeable. As I am a newbie to all things finance/pensions he was patient, explained everything in detail and his advice was very professional and friendly at the same time! He knew exactly what I needed to do to help secure my future financial goals and the whole process was easy, smooth and enjoyable. Thanks so much :)”
Address: 31 Queen Street, Oldham OL1 1RD, United Kingdom
Phone: +44 161 543 0674
Website: albionhousewm.co.uk
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8
“As always, a friend referral is the best. I was not disappointed From the 1st contact with Joanne & the initial discussion about myself, the reasons I needed her services etc I found her and her service to be open and honest, that was both reassuringly caring and professional She has the ability to listen with understanding that is both attentive & efficient The service is friendly, personal, open and honest whilst making the most effective way of utilising funds Would recommend without hesitation”
Address: Crown Street, Failsworth, Manchester M35 9SD, United Kingdom
Phone: +44 161 870 2422
Website: joannefogowm.co.uk
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9
“Wonderful company to work for and with. I genuinely enjoy it”
Address: Parsons Street, Oldham OL9 7AH, United Kingdom
Phone: +44 161 854 0998
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10
“Darren is one of the most honest and hardworking people I know. He will work tirelessly to give you the best advice and help that he can. Thank you for all your help over the years Darren.”
Address: Quay Street, Salford M3 3JZ, United Kingdom
Phone: +44 7946 534377
Website: fawcettwm.co.uk
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11
“Both Wayne and Jack have helped me setup a pension and savings for our children. They gave me thorough advice on my options and advised on how best to invest my money to get the best return. We've now partnered with Consilium Wealth Management to offer employee wellness and better pensions for staff, rather than the government standard. Will highly recommend the team!”
Address: 14a Manchester Old Road, Bury BL9 0TB, United Kingdom
Phone: +44 161 537 1290
Website: consiliumwmltd.co.uk
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12
“Jamie has been so helpful and lovely, navigating me through my financial situation, which is something I really struggle with. He offered me more time and was incredibly empathic offering realistic advice which was sensitive to my situation. I would absolutely recommend.”
Address: Quay Street, Salford M3 3JZ, United Kingdom
Phone: +44 7469 712299
Website: trueselfwealth.co.uk
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13
“great website very easy to navigate”
Address: Hardman Street, Salford M3 3AP, United Kingdom
Phone: +44 161 839 4222
Website: brewin.co.uk
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14
Address: 62 Westgate, Hale, Altrincham WA15 9AZ, United Kingdom
Phone: +44 161 233 0388
Website: cheshirewealth.investments
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15
“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.”
Address: 31 Stamford Street, Altrincham WA14 1ES, United Kingdom
Phone: +44 161 850 9515
Website: thrivewealthmanagement.co.uk
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16
“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
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17
“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
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18
“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
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19
“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available when I have any questions. I wouldn't hesitate to recommend her to anyone.”
Address: 50 Church Street, Westhoughton, Bolton BL5 3RS, United Kingdom
Phone: +44 1204 916433
Website: blossomwealth.co.uk
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20
Address: 11 Cecil Street, Stalybridge SK15 2LD, United Kingdom
Phone: +44 161 303 8008
Website: gjswm.org
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21
“When dealing with complex information, Paul listened carefully, understood our perspective and offered feasible options in response. We found his guidance both purposeful and valuable.”
Address: 9 Church Street, Macclesfield SK11 6LB, United Kingdom
Phone: +44 1625 380340
Website: paulmkavanagh.co.uk
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22
“Very professional service. Highly recommend”
Address: 2 Exchange Quay, Salford M5 3EB, United Kingdom
Phone: +44 800 970 8984
Website: strattonwm.co.uk
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23
Address: 1 Church Hill, Knutsford WA16 6DH, United Kingdom
Phone: +44 161 241 6350
Website: swiftsurewealthmanagement.co.uk
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24
“Can’t recommend Periscope highly enough!”
Address: 10 Ocean Street, Broadheath, Altrincham WA14 5QL, United Kingdom
Phone: +44 161 416 6572
Website: periscopewealth.co.uk
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25
“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
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27
Address: 173 Wellington Road, Stockport SK1 3UA, United Kingdom
Phone: +44 1663 423102
Website: calicowealthmanagement.co.uk
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28
Address: Chapel Road, Oldham OL8 4QQ, United Kingdom
Phone: +44 161 688 5746
Website: michaelgorstwealthmanagement.co.uk
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29
Address: 55 Newlands Avenue, Cheadle Hulme, Cheadle SK8 6NE, United Kingdom
Phone: +44 7939 867788
Website: pfpwealth.co.uk
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30
Address: 52 Park Lane, Royton, Oldham OL2 6PU, United Kingdom
Phone: +44 161 529 8322
Website: rhodianwm.co.uk
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“I've used Cullen Wealth for over 15 years and I'm very happy with the service. The advice I've received has been consistently sound and tailored to my specific circumstances and requirements. Its reassuring to have my investments regularly reviewed and to understand the tax implications.”