Financial expert in Manchester

“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.”

“Securing this particular mortgage was not easy as my professional circumstances had recently changed and valuers were creating all sorts of hurdles to jump. Lucy stuck to her guns and used her wealth of experience to get things over the line and I am so grateful to her. I have always found Lucy to be professional and to the point and is someone who will go above and beyond to make sure you have all the information and advice you need.”

“Highly recommended, I met with Mike who immediately helped me to feel at ease ( I was very anxious having never sought financial advice before) he was very helpful and patient with regards to my pension queries.”

“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 would highly recommend Cheshire Financial Advice to everyone. Heidi has been looking after us and working hard on our mortgage application to successfully deliver the best possible option. Heidi is absolutely lovely, well organised and as efficient as possible. She is always there when we need her, very approachable and easy to communicate with. The whole process has been a very positive experience for us which I find extremely important.”

“Nick at Jigsaw financial has been exemplary in providing a service to me. Having had a few issues with my application, Nick would always deliver with an alternative to ensure we achieved the completion. Excellent at communicating providing positive reinforcement Nick made my re mortgage as stress free as possible taking care of every detail. Having served together with nick I knew he would be dedicated and that he was. An excellent service provided and I will be recommending him to all. Cheers for your help Jigsaw.”

“I have found the staff and service they offer to be excellent. Olivia has endless patience with me dealing with the many queries I ask of her. The return on documentation is swift and efficient with clear guidance and helpful tips. I am very impressed with the way that the Olivia sorted out my finance records, when I couldn't reconcile them. She guided me to a more efficient and time-saving method of ensuring my accounts were always in order. Help from Paul has been invaluable too, bringing his experience and knowledge. I find them both very easy to talk to about and of my accounting issues. I would highly recommend IN Accountancy for anyone wishing to find a very good accountant.”

“I have known Ramzy for nearly 15 years and during that time he has dealt with my financial affairs successfully. I have found him to be honest and trustworthy.”

“Just had a pension review. Chris was wonderful, giving straight forward advice to ensure our retirement plans remain on track and how best to proceed in the interim. Wish we had done this years ago.”

“Prestfields were recommended by a friend to have our pensions looked at. John was exceptional, his knowledge and professionalism, second to none and a lovely Guy. So glad we put our finances in his hands and the hands of the team at Prestfields. Dan was exceptional and very professional and nothing has ever been a problem to him. Vinny again was a wealth of knowledge and a true professional, such a friendly happy team looking forward to many years of these Guys looking after our finances and our business ventures Thanks all at Prestfields Paul & Jayne H”

“Perfect! The company was extremely helpful from start to finish iin particualr my mortgage advisor Lisa Jackson. Can not recommend her and the company highly enough to anyone needing help with their house especiaaly as a first time buyer as i myself was. They go above and beyond checking in with you regularly and making sure you do not have any questions or anxieties towards getting your property. They try and get in place your mortgage and insurances which best suit your needs. Even after my process was complete Lisa was still checking in to make sure i was ok and everything went well. 10/10!”

“Alan Worthington took over the running of both my company and private pensions after my original adviser retired. He has continued the excellent work of the original adviser, and the outcome has exceeded what I was hoping for. We have an annual review of the pension, where Alan explains everything in detail, and I can contact Alan if and whenever I need to, which I think is very important. Alan has exceeded my expectations and I am very pleased with the service he has provided.”

“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.”

“We were recommended to Philip by a good friend so we approached him regarding our mortgage and we couldn't be happier with the support he has provided. As first time buyers, we were obviously very new and naïve to the process and he could not have been more supportive and advising. He really took the time to explain everything thoroughly and take a personal approach with his service. As a result he provided the realistic advice and suggestions that we needed and that we may not have received elsewhere; this definitely contributed to us making the best decisions and getting the right deal. He is always checking in and making sure we are comfortable with everything so we have always felt reassured since we began the process. We couldn't be more grateful and would more than recommend Kemp Barnes' services.”

“Michael made everything easy and understandable for us. We were looking to re-mortgage and free up some equity to buy another property for the first time. As we were unsure of this process we had a lot of questions. These were never a problem and were answered promptly at all stages. We will definitely recommend the service to friends and family either looking to buy or re-mortgage. Thank you Millhall James and Nikki”

“Bobby and team were brilliant from the start - since having the two little ones, we knew we had to get our insurance and income protection sorted. Bobby walked us through it step by step, making sure we understood all of the options and the benefits of her recommendations. Not only did she sort us out with products and services we were very happy with, she also put us in touch with recommended partners regarding pensions and will services. A year on from first engaging with Bobby, she was on the case, reviewing our needs and making sure we were still getting the best and most relevant services possible (and the cash back we were owed!). We would recommend Bobby to anyone.”

“I can’t recommend Paul at A&C Chartered Accountants highly enough. I was setting up a limited company for the first time and Paul made it such a hassle free experience. I am now running the business with his service and I am very happy with it. His turnaround time is amazing, if you have a question/unsure how to do certain things then he is available to explain to you or show you how.”

“For the past 10 years Lucas Prestige Accountants ltd have provided an honest and reliable service with reasonable fees. Running a business with help from Lucas Accountants is much simplier. They keeping our books tidy and clear. Always happy to help. Highly recommended by Alma Accident.”

“Faizan and his team were brilliant in assisting me with my CIS it was a long process but they managed to get everything sorted swiftly and with no hassle I would highly recommend there service”

“Absolutely brilliant service. Ben was really helpful got a great price for my Rolex watch and was paid out in minutes. Will definitely use again and recommend him to friends”

“Summit FS contacted me to arrange a review of my life insurance policy in August 2021 after the company changed their insurance partner from Aviva to Royal London. James Phee carried out the review. James was knowledgeable, listened well to understood my needs (an all year round hillwalker, and occasional climber with aspirations to explore in the Alps) a good communicator. James provided all the relevant information to help me make decisions abut my policy, outlining how to get the best value from the cover options available especially as my situation had changed since I took the policy out. The review was done without any pressure. indeed James arranged a call back at a convenient time the following day to give me time to think over the information and advice he had provided. I would highly recommend Summit Financial Services to anyone who undertakes outdoor activities and who wants the assurance that hey are fully covered for the activities they take part in.”

“Jeremy, Lisa and the team have all been extremely professional and knowledgeable, in each of the areas of financial advice we required. We now have a new home, tailored for our family’s individual needs. We can’t thank you enough for your friendly, efficient, supportive approach. Lisa never tired of our many questions! Always getting the information needed in a timely fashion. Thanks again everyone.”

“JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service. Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family. I couldn't recommend Phil and his team enough.”

“Aney one going with this company will be very satisfied thay are amazing and very fast at getting u help and support”

“Fantastic accountants ! Highly recommend . Aftercare is always there from Josh and James and worth every penny of their services . Thank you both”

“Excellent service throughout from all the team. Special thanks to Laura in helping us resolve our Will dispute situation. We received great communications and advice which reduced the stress significantly. Really cannot thank Laura enough. Victoria was also supportive and understanding whilst we navigated the house sale issue. I wouldn't hesitate to use this company and fully recommend them”

“As ever with Hawksmoor, fabulous steak. This experience was really great to us thanks to Benedicts amazing service. Knowledgeable about anything on the menu and a pleasure to be served by. Always order the sticky toffee pudding. Trust me.”

“Gareth has represented me through a challenging divorce settlement and access agreement. He is very thorough & offered great advice throughout the process whilst allowing me the freedom to come to quite a unique but agreeable settlement. His advice, not limited to the legalities of the process, was always fair and his help during a very difficult period was invaluable. Gareth is very professional in his role while remaining empathetic & supportive during what inevitably is a very emotional & difficult time for everyone involved. I have no hesitation in recommending him to represent you through the process.”

“My first experience with Compass Financial was to be assigned a meeting with one of their financial advisers, Mr Damian Cross. Damian, took considerable time to explain the probable best options with my current pension plans. These plans were held by several different pension providers and some of these had differing policy numbers. It was suggested that the total plan sums of these could be rationalised and individually transferred into one fund management company (Quilter), to enable much better online access to 'monitor' the fund performance. These, now, pension funds appear to have increased in value since the transfer(s). Damian appears to be a very knowledgeable financial person, he is very customer focused and is extremely helpful. I say that Compass Financial have got on board an excellent staff member. Damian does go the 'extra mile' with regard customer experience He is, undoubtedly, recommended to future clients and potential employers Thank you Damian and Compass Financial. Five Stars+ Paul.”

“Michael is an excellent communicator does what he promises to do is not pushy no hard sell and I would recommend him and his company”