Financial planning in cheshire

“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.”

“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.”

“Lynz has a vast amount of knowledge, and I can highly recommend her to look after your finances. Truity Wealth looks after my pensions, life insurance and critical illness cover.”

“Have been with Stratagem since they were formed and with Gareth Rose for many years. I have always found them very helpful and professional in all my dealings with them. Good advice always given and always available when needed.”

“As a young, self-employed woman, I had no idea where to start when it came to starting my pension! Slaiyburn have been absolutely amazing with me. They made the process so easy and explained every single step along the way. I worked directly with Claire, her passion for women to be financially independent is so clear to see. A passion that is rare to come across! I highly recommend Slaiyburn's services. I will definitely be returning when the scary time of mortgages approach!”

“Knew I needed to sort my finances out and make them work for me but unsure wether I would be a candidate for a financial advisor, as not 'a high earner'. But through my profession I was able to book an appointment with Ruth and she immediately put me at ease. By the end of the appointment I felt more in control and knowledgeable about my financial options. That was a few months ago and since then Ruth has worked diligently on my behalf to ensure I have the best financial plan to fit my current and future needs. Ruth is knowledgeable, transparent, easy to talk to and explains all your options in easy to understand language. I would and have recommended friends and colleagues to seek the advice and aid of Ruth with their financial affairs.”

“I recently found myself in the position of looking for a new accountant following the unexpected resignation of my previous accountant from his own firm. I had no hesitation in contacting Moira from Financial Growth Solutions as I had heard her talk so knowledgeably about financial matters, business planning, taxation and Xero, the accountancy software I was using already. Moira made the transition of moving all my accounting and payroll to Financial Growth Solutions as straightforward as possible. I have been really pleased with the proactive way she is looking after the accounts and my business interests. The fees I was quoted are competitive and I therefore have no hesitation in recommending Moira should you or any business owner you know need the services of a great accountancy firm. Matt Nichol”

“Offer good advice and make things easy to understand. Very happy with how my investments are performing”

“I first instructed Ceri in 2017 as I wanted to switch my pension to ensure I only invested in ethical funds . She and her Father were very helpful and knowledgeable. They know the business well and were confident in their advice which meant I could be too. I would certainly recommend them and would always favour small and local over large and national.”

“Been a client for 7 years,best financial decision I have ever made.”

“Although not directly a client of IFS I have to say how amazing Kirsty Guite has been arranging a mortgage for her client buying a property through me, I am an estate agent of 35 years and have never seen a broker go to such lengths to help her client, she showed a never to be beaten attitude in what was a very complicated transaction, the clients mortgage application was handled very professionally and executed quickly and the matter has now exchanged, a conclusion which I am sure would not have been achieved without Kirstys tenacity, highly recommended.”

“Couldn't recommend David highly enough. Incredibly knowledgeable and so helpful made the whole mortgage part of the house move 100% stress free. Thanks again David.”

“BSS Cheshire Ltd are great. As a small business owner I always have questions for my accountant and Paula always has time to answer questions. Great service.”

“Excellent company always respond fast, very fair prices and great advise...... they do our payeroll vat and self assessment cannot fault griffin accountants.”

“The best service you could hope to find!! I am now a client for life and wish someone had told me about AMG years ago. A fantastic team, with my advisor Emma being first class in every respect!!”

“Great service. Highly recommend for mortgage renewals - Jonnie and the team are extremely knowledgeable, helpful and lovely to deal with”