Wealth protection services in Manchester

“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.”

“Recommended to me through a friend, Matt and Alison were extremely helpful at every stage of the process, providing transparent and extremely good advice on mortgages and more. As a first time buyer, it can be a lot to get your head around. Having a good mortgage advisor such as CMS definitely made the process less stressful and more manageable. I would recommend them to any of my family or friends.”

“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.”

“Lionbridge Wealth Management has been fantastic in offering advice on our business profits and reducing tax. Their expertise has significantly increased our profits and optimised our tax liabilities. Beyond business, they’ve also provided invaluable advice on our personal finances, including investments and retirement planning, giving us clarity and peace of mind. Their holistic approach to financial planning is exceptional, making us feel valued and understood. Highly recommend their services for comprehensive and reliable financial advice.”

“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?”

“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.”

“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!”

“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.”

“I just wanted to say how helpful Lisa Hartley at Holcombe Financial Services has been with regards to my recent House move / mortgage etc. This has been an extremely difficult time for me personally and Lisa helped me at every step of the way. I cannot praise her enough for the help that she has given me in order to get my mortgage completed smoothly and with the minimum of fuss. I would highly recommend her to anyone looking to take out or change their mortgage etc.”

“We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.”

“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!”

“A+ to work with! Simone & Duncan go all out to make the process as stressful as free as possible. Will be using again when it’s time to remortgage!”

“Great experience had with my financial product review & the advice given. I chose a product that was tailored to my specific requirements, thanks to my knowledgeable advisor Andy Barlow. Thanks to the TLD team also for the following check-ups.”

“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”

“A huge thank you to Kusal at Appleton Gerrard Private Wealth Management who has helped consolidate my finances without a complicated portfolio. He clearly explains what financial plan is appropriate without complicated financial jargon and is always at the end of the phone if needed. Kusal's advice has been priceless and I would have no hesitation in recommending him, he is very knowledgeable, listens and has his clients best interest at heart.”

“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!”

“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.”

“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.”

“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!”

“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.”

“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.”

“I dealt with Ian at Haven. It was a pleasure working with him and he always kept me informed of developments and helped me through the process. I would happily recommend Haven”

“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.”

“Greg Middleton and his team have helped me with my finances for the last decade, since our meeting at a seminar. These have included our portfolios, property and Public Guardianship accounts thereof. Have always been treated with curtesy, knowledge and a cup of tea, so look forward to our continued relationship.”

“Financial advice and wealth management as it should be! Alison is a joy to deal with - I have found her to be incredibly professional, knowledgable of the market and felt she took the time to understand me and provided with peace of mind. As well as offering a high quality service, Alison is approachable, friendly and had my best interests in mind. I would 100% recommend her.”

“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.”