Financial advisor in Whitefield
14 results found
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Whitefield Insurance Services Ltd
● Closed118 Bolton Road West, Ramsbottom, Bury BL0 9PD, United Kingdom“I've found these guys really efficient and helpful. Prices have been good too.”
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Baker Financial Planning Ltd
● Open146-148 Bury Old Road, Whitefield, Manchester M45 6AT, United Kingdom“I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”
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Fairstone Financial Management
● Closed8 Ferndale Avenue, Whitefield, Manchester M45 7QP, United Kingdom“I met with Ray to discuss my existing pensions as I had decided to start my own business. Ray reviewed my funds and spotted that I was taking more risk than what I was comfortable with and reallocated them. This was a seamless transaction and potentially saved me a lot of money as I had no idea about the risk I was taking.”
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Steve Allen Insurance
● Closed225 Bury New Road, Whitefield, Manchester M45 8GW, United Kingdom“We have always found Steve Allen Insurance to be a great company to work with. They are professional but also very personal, it is easy to contact them and speak to a real person straight away. They also take a great deal of care in making sure you have the right product at the right price.”
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Kay Consulting
● Open228 Bury New Road, Whitefield, Manchester M45 8QN, United Kingdom“So pleased with the service from Mark-professional, quick and efficient. He made the whole process easy to understand.”
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Rose, Chartered Accountants
● Closed92a Bury Old Road, Whitefield, Manchester M45 6TQ, United Kingdom“Adam was very efficient and helpful. I would not hesitate to recommend him.He completed tax calculation very quickly.”
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Kays Accountants Ltd
● Closed“Kays were a great help in sorting my accounts. I would definitely recommend using their services!”
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Cloud Accountancy & Tax Solutions Ltd
● Closed151 Bury New Road, Whitefield, Manchester M45 6AA, United Kingdom“Great accountant , very easy to spesk to and always answer the phone,very reasonable fees too,thanks graham”
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C B Partnership Accountants
● Closed239 Bury New Road, Whitefield, Manchester M45 8QP, United Kingdom
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