Top 30 Best Financial advisors in Altrincham

“Great service very helpful. Totally takes care of your interests and from the first meeting I felt relaxed & immediately could trust Ulrichs advise. Was even helping me when he was abroad on holidays. Definitely recommend”

“I have been a client of LIFT from its former iterations. I was introduced to Whitehead and partners in 1986, when Mike Holden was probably not born, and over the subsequent 37 years the advisers in LIFT have provided sensible, realistic and robust advice, at a reasonable cost, for my changing financial needs. They were particularly excellent with retirement planning. I like the longevity of relationships with individual advisers and the periodic updates reinforcing the message that the investment game is a long one.”

“James has recently helped us with the mortgage for our house purchase. I have used James a few times before and trusted he would be the right person to help us out. We had complications with other non mortgage related matters during the purchase which led to delays and meant the mortgage needed reapplying for. James sorted all this out with Nationwide for us and all went smoothly.”

“I found Richard Goodier of Capstone both wonderfully professional and very helpful. I wasn’t pressured in anyway, but I chose to move money from one set of shares to reinvest in a range of shares with a variety of fund managers. This variety appealed to me rather than having all my eggs in one basket. Everything was very professionally handled and my new portfolio is up and running. I have already recommended Richard to a friend for help with investment.”

“By far the most helpful Altrincham mortgage broker. If you're looking for a mortgage adviser in altrincham, look no further. These guys are the best!”

“Service so far has been excellent. I feel safe and reassured. Thank you.”

“My wife and I have worked with Chris and his team for almost 10 years now and have found Otus to be trustworthy, provide sound advice with no pressure, respond quickly to questions and queries and are nice people to boot! Would recommend them for an initial discussion if you're considering appointing a financial adviser.”

“Elizabeth has been great at guiding me through all the wealth management and insurance options available and helping choose the ones that are right for me and my family. I have tried before with other advisors and just ended up confused and overwhelmed. Liz made the process easy.”

“Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

“I have used Brookfields for several mortgages and remortgages over the years and Claire and the team always go out of their way to help and provide the best possible solution for me. They have also provided excellent service to all my family and I'd recommend them to anyone.”

“Skilled professionals. They have provided excellent advice over the years. Responsive and great communicators. I recommend them.”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”

“Really impressed with Rob's professional handling of our mortgage case. With his help , everything went so smooth. Our mortgage got approved quickly and we moved into our new house within two months Excellent service. Highly recommended.”

“We are delighted with great customer service. Sveta Kohli, has been very supportive and friendly through out the process.”

“I found myself in a totally alien position of getting behind with payments and being mislead by a PPI company regarding money due to me. Combined with a 5 month no pay due to COVID19. I was seriously concerned about my financial situation and had to get help. I was fortunate enough to speak with Neil Cooper who didn't make me feel an idiot for getting into the position, and went a long way to calm my nerves and anxiety that was taking over my life. The Company is extremely professional, knowledgeable and caring all the things that you need when you are in such a difficult place. I would recommend them to anyone in a similar position. Thank you . Barrington Cooper.”

“I was recommended to Simon from a friend as being self-employed, I use to think that dealing with my own taxes was a mine-field and my annual tax return was due again...Simon gave me the reassurance and confidence to just pass all of my financial documents, receipts etc to him and he would take care of everything...I didn’t do him any favours by giving him my documents very close to the deadline but it was the best decision I made to use Simon as within approximately 48 hours, he was all done sending my information electronically to the HMRC. Thanks again Si!”

“I had a great experience with John. He was a very nice person, very professional and excellent too. He notarized a document for me to use in the embassy. I highly recommend John to anybody.”

“We have recently used Entire FS for our re mortgage. Lee and the team made the process very straightforward. He explained and walked us through the many options available to us, making sure we got the best deal possible. We will happily used Entire FS again in the future.”