The 20 Best Wealth preservation in Stockport

22 results found

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  1. 1

    Cullen Wealth

    ★★★★★ 5
    Open

    “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.”

    Address: 2 Riverview, Heaton Mersey, Stockport SK4 3GN, United Kingdom

    Phone: +44 161 975 6700

    Website: cullenwealth.co.uk

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  1. 7

    Protection UK Ltd

    ★★★★★ 5
    Open

    “Roxie and Chris were brilliant at helping us arrange our re=mortgage and updating our life insurance. Our situation was not straight forward and they put a lot of time and effort in to getting us a good deal! Would highly recommend and sure we will be back in touch in the future.”

    Address: 334 Wellington Road North, Stockport SK4 5DA, United Kingdom

    Phone: +44 161 814 9717

    Website: protectionukltd.co.uk

  2. 8

    A M G Financial Solutions Ltd

    ★★★★★ 4.9
    Open

    “Very good experience overall, with excellent service on re-mortgage provided by Martin, Abbie and their colleagues. A potentially tricky process was made simple thanks to their efficient approach. No hesitation in recommending AMG for a wide range of financial services.”

    Address: 17 Park Lane, Poynton, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 878242

    Website: amgfs.co.uk

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  1. 10

    A C M Financial Services Ltd

    ★★★★★ 4.8
    Open

    “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!”

    Address: 117 Stockport Road, Cheshire, Stockport SK6 6AF, United Kingdom

    Phone: +44 161 427 9999

  2. 11

    Stratagem Financial Planning

    ★★★★★ 5
    Closed

    “I've been to see other 'financial experts' and in my experience, most of them tell you want to hear, and then try and sell you one of their products. I recently went to see David Shirley at Strategem FP. Not only is extremely knowledgable on a wide range of financial planning aspects, he's also very approachable. I told him my ideas on an investment strategy (which would have given him some fee paying work). David listened, then spent quite some time explaining why my strategy was not the optimal one for me, and provided me with an alternative strategy, which was best for me, although didn't provide him with any fees. It's safe to say that he really does act in the clients' best interest. I will more business people operated like David. Highly recommended.”

    Address: 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom

    Phone: +44 1625 839839

    Website: stratagemfp.co.uk

  3. 12

    Principle Investment Management

    ★★★★★ 5
    Closed

    “Joel was amazing sorting out the mortgage for me and my partner. As first time buyers the process is really daunting with so much to consider and so much information to digest. Having someone who could explain our options and who knew the market was so reassuring. We felt confident we could make an informed decision and have one less thing to think about”

    Address: 91 Stockport Road, Marple, Stockport SK6 6AA, United Kingdom

    Phone: +44 161 449 9166

    Website: principle-im.com

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