Financial planning professionals in Sale

“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!”

“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.”

“The only place to go if you are a diver and need life insurance”

“A great business and people to deal with. I would highly recommend them.”

“I was found a competitive deal and it was clear they have a very good knowledge of the mortgage providers and which one would suit my circumstances. Ive gone on to recommend 3 of my friends - 2 of them have found a mortgage through RME and the 3rd is in the process of making an enquiry”

“LWA have been our accountants for about 30 years now and they have always been so helpful when doing our annual business accounts as well as our families personal tax returns. I highly recommend LWA for any business accounting needs.”

“We remortgaged with Phil at Active Mortgage solutions during the chaos of the cost of living crisis with interest rates rising rapidly. Down to Phils hardwork and knowledge, he managed to secure a new deal saving us a fortune. We were kept informed throughout the whole process until completion and Phil was always available for any issues. We can not recommend his services enough.”

“I have been looked after by Darren Knightingale who has reviewed my retirement plans and current pensions. I have just turned self employed and I was keen to get that side sorted as soon as possible. Darren guided me very professionally, and was friendly at the same time. He explained it in an easy to understand way, and kept me in the loop throughout the whole process. Highly recommended! Thanks Darren!”

“Went onto Google to do a Life Insurance search following needing a change of Life Cover. Spoke to both Mo Feroze and Leah Cameron. What an amazing experience in this day and age whereby it is hard to find such professionalism, connection establishing trust in not only the people at the other end of the phone but the company. Following a thorough look into my circumstances, cover was offered the next day taking into consideration all my needs and worries and making me feel completely safe that all would be well should the unfortunate need for my life policy cover to be cashed in, at any time, during the policy term. I am blown away by this company and it's staff and would recommend them should you want to set up Life Cover for your family, mortgage, or both.”

“We have recently bought a property using Ryder and Dutton. Amy Heaton who was our negotiator, has really supported us and kept us informed throughout. It was definitely a smooth completion from start to finish. I would definitely be using Ryder and Dutton in the future and would definitely recommend it to others. Many thanks A Hussain”

“I've recently had an offer accepted on a property and in the short time I have been corresponding, Irlam Estates have been great. Friendly and extremely helpful, both in terms of the property itself and securing a mortgage. I would definitely recommend.”

“Louise & her team are an absolute godsend. They are the most professional team for domestic cleaning I have ever met! They are thorough, efficient & in these days completely safe. Lovely personable service with a smile, they get on with the job - no chatting etc.Just how I like it. Thank you all, worth every penny”

“Rented a property from Pennine Estates. Would highly recommend them. High quality service and fair fees. They were quick to resolve issues and provide good service. Rental process went smoothly.”

“We recently sold a family home in Hale (probate) - Peter and his team were especially sensitive to the situation, helped us tremendously with viewings and keeping us up to date with everything. They more or less managed the whole thing. They went over and above what you would expect from an agent, even putting out flowers to brighten up an otherwise empty house for viewings, and obtaining meter readings on our behalf. Best experience we have EVER had with an estate agent - thoroughly recommend. Its the personal touch that means so much. Thank you everyone.”

“We are lucky to have Yaseen Hassan as our agent. He is very responsive and helpful. Would recommend him for sure.”

“Highly recommended! When you are young and try to follow your dreams, you can easily make mistakes if you don't have a qualified support which can advise you and walk next to you, guiding you and listening to your concerns, trying to provide the best advices. Professional and friendly, Accountancy Place, is the best team to choose when you want build a successful business. You will have no regrets! Thank you and keep doing what you do!”

“Amazing location and lovely place, so cozy and serene , I definitely recommend it”

“Would highly recommend Bernie for anyone who is struggling. Warm friendly and definitely knows her stuff!”

“I've dealt with Gary Moore for a few years now and he never fails to impress. Haven IFA have an absolute genius in their ranks; Gary has helped navigate some pretty complex situations - and every time; the result has been A+”

“Anyone who is struggling at all with any money worries please use these guys. Luke and the team really are amazing and will talk you through each stage to get you in the right direction. Best thing I did was make the phone call. Thanks guys!”

“Great support network, couldn''t run my business without them. They help me to provide my customers with the very best service they can have.”

“Really superb accountant - responsive, knowledgable and always really helpful. Highly recommended!”

“Lucas offers a fantastic service with an extensive knowledge in all areas of accountancy. After trying several different accountants to help my small business grow, Lucas has made significant positive changes in a very short period of time. Highly recommend this service.”

“An excellent firm of accountants who have provided expert help and advice to ourselves as Solicitors and to our clients for many years. In particular Paul Edwards, Graham Church, Janice Wilkinson and Heather Cunningham have been first rate.”