Top 30 Best Financial planning in Altrincham
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Gerard Savary Mortgage Broker Altrincham
● Closed“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”
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LIFT-Financial Group
● Closed“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.”
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JF Financial Solutions
● Closed“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.”
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Capstone Financial
● Closed“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.”
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A-Plan Insurance
● Closed“Could not praise enough Mohammed for his great work. We have been paid so much for our salon’s insurance until we met him at our salon & he helped us to find the best deal with the same insurance covers. Highly recommend him to all business. You will be assured to save lots of your cost if he handles your case. Thank you.”
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Eddison Wells Financial
● Closed“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!”
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Greystone Financial Services
● Closed“Service so far has been excellent. I feel safe and reassured. Thank you.”
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Elite Financial Planning Consultants
● Open30 Park Road, Timperley, Altrincham WA14 5AU, United Kingdom -
Otus Financial Planning
● Closed“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.”
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Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now
● Closed“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.”
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Haines Watts Altrincham
● Closed“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”
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Brookfield Financial Planning
● Closed“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.”
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Smart Financial
● Closed“Skilled professionals. They have provided excellent advice over the years. Responsive and great communicators. I recommend them.”
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Parsonage Financial Planning
● Closed“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.”
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Chris Morfitt Financial Planning Ltd
● Closed1 Cambridge Road, Hale, Altrincham WA15 9SY, United Kingdom -
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Bell Financial Management Limited
● Open34 Altrincham Road, Cheshire, Wilmslow SK9 5ND, United Kingdom -
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Hisar Travel UK Ltd
● Closed16 Shaw's Road, Altrincham WA14 1QU, United Kingdom“THE WAY HAJJ AND UMRAH SHOULD BE DONE! I went to Umrah in the last 10 days of Ramadhan through Hissar Travel. I dealt with brother Salih who helped me and guided me along each step. I had a hassle & stress free experience from start to finish. I had my transfers from airport to hotel and Madinah to Makkah arranged with out any struggle. Hissar Travel was in touch with me through the trip and had english speaking guides which was really helpful. HIGHLY RECOMMEND!!”
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BPS Family Law Solicitors
● Closed“I have unfortunately had the need for an outstanding solicitor re matrimonial matters. Besides the fact that Caroline Swain is excellent at her job she is also an extremely compassionate lady for this I was truly grateful for. Would highly recommend her for her extreme professionalism and obtaining the best outcome for her clients.”
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Haven Global Strategies Limited
● ClosedAtlantic Street, Broadheath, Cheshire, Altrincham WA14 5DD, United Kingdom“We are delighted with great customer service. Sveta Kohli, has been very supportive and friendly through out the process.”
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Barrington Cooper Limited
● OpenDelamer Road, Bowdon, Altrincham WA14 2NG, United Kingdom“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.”
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