Individualized investment in cheshire
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Wren Sterling Wilmslow
● Closed“I've work with both steve and gareth looking after my finances. The team at mutual finance are excellent they're supportive and always put the customer first. I highly recommend them”
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Apogee Wealth Management Ltd
● Open“Back in April, I made an email enquiry with Apogee to deal with some family financial affairs. Following my initial enquiry, i was quickly contacted by a Director, Simon, who quickly assessed my needs. He referred me to Stephen Davies who dealt with our situation over a period of time and face-to-face meetings. He has been great - his approach is just right and he really helped me reach some considered conclusions. A great company, these guys are really worth considering for financial planning advice.”
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Haven Protect Limited
● ClosedAtlantic Street, Broadheath, Cheshire, Altrincham WA14 5DD, United Kingdom“I dealt with Ian at Haven. It was a pleasure working with him and he always kept me informed of developments and helped me through the process. I would happily recommend Haven”
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Kavanagh & Associates Wealth Management
● Closed“Paul is very professional. He can find pensions that you didn't even know that you had! I moved my pensions from some very poor performing companies and had great results with Paul, even in some not great times. The only regret you will have with Paul and his team is not having met them sooner!!!! If you are thinking of moving or amalgamating your pension get in touch with Kavanagh and Associates TODAY, every day that you wait is only time and money wasted.”
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Covington's
● Open“A very long over due review for Covingtons The proprietor Phil Goodenough has looked after my finances and investments for over 30 years , before i sold my company , whilst selling my company and for the next 18 years after to present day . I take Phil for granted.. in a good way , his integrity , professionalism and his always accessible friendly manner , i don't even have to think, is my money safe , is someone doing their best for me and my family ...I know the answer cos I've know and trusted Phil for a long time ...None better !”
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IV Lions Accountants
● Open“Amazing service and a very approachable! I ant thank them enough for helping me and my clients with our tax affairs. I have no reservations in recommending Nick or the team at IV Lions to any of our clients in future. 5 stars all around.”
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Dove Cleaning & Environmental Services
● Closed“Much more than a cleaning company. High standards, customer-oriented and professional. Dove Cleaning are an essential partner to our business that provide good value and are solution focused.”
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Capital Life
● Closed“They sorted out a Will for me today and my family have also used this company. We are very happy with the service”
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Simon Armstrong
● Open“Competent and professional public notary. Provided a quality service at a competitive rate. Highly recommended.”
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Monevo
● Closed“I have been working closely with Will and Monevo for a couple of years now and they have been an excellent partner to work with. Always going the extra mile to ensure that we have everything we need to ensure the partnership is successful.”
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A M G Financial Solutions Ltd
● Closed“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!!”
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MoneyGuru
● Open“Amazing comparison site..... lots of information provided on the site, love the Guru :-)”
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Birkin Farm by Tatton Stays
● Open“My Aunties old farm, beautiful location on Ashley Rd. Stayed many weeks here as a teen.A family stay here would have to be on my bucket-list.”
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Gallagher Insurance, Risk Management & Consulting
● Open“Great customer service,affordable prices ,very fast respond to e-mails and phone calls. Thank You Ryan Conroy for helping me on last minute with our insurance.”
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Moneysolve
● ClosedWilmslow Road, Wilmslow SK9 3HP, United Kingdom“Top service from everyone here. Friendly and helpful and easy to deal with. Thanks”
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Altrincham Medical Practice
● Open7 Lloyd Street, Cheshire, Altrincham WA14 2DD, United Kingdom“I've never seen a doctor here for 3 years not a bad thing but the team they have in place covers every need I've just seen a wonderful nurse Heather absolutely brilliant so helpful and reassuring”
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Ipensions Group
● Closed“I have been using and recommending Ipension's SIPPs for my clients for many years and have found their level of service to be first class. There isn't a SIPP firm better equipped to address the non-UK resident UK SIPP requirement in my humble opinion - what's my opnion worth? Chartered Financial Planner, Fellow of both the CII and CISI with 20 years experience.”
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