Top 30 Best Personal wealth management 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.”

“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.”

“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.”

“honest and trustworthy and you can't do betterthan that W T O”

“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.”

“I will never use any other broker/mortgage advisor. It was a pleasure and I see you back on reportage in few years.”

“I first used this company 5 years ago when buying my first home. As a first-time buyer I was completely overwhelmed but Martyn explained everything to me in detail and gave me all of the possible options available to me, I knew I was getting the best product that was right for me. He was always available to answer any questions with a friendly tone and made the whole process simple and enjoyable. When I made the decision so sell and buy a new home, I was a mum of a toddler working full time and struggled to find any spare time. I asked for Martyn and his teams help again and they took all of the stress away from me and made the process seem straight forward while still kept me informed step by step. Just as I was about to complete, I ran into a hurdle, within 24 hours they had worked extremely hard behind the scenes and fixed everything ensuring that the sale went ahead and took all the pressure and stress away from me. When dealing with such big purchase its important you trust the person advising you, I completely trusted this company and I can’t recommend their services enough. There is nothing that is too much trouble, and you feel like they genuinely care about you. Thank you”

“We’re first time buyers who have recently secured a mortgage with WiseOne. Cannot recommend them enough, in particular mortgage advisor Daniel Jones. First class financial advise, honest, clearly explained everything, reassuring, and most of all unbelievably responsive (not sure he takes day off!). As first time buyers, Daniel has made what could have been a very stressful and confusing process, a walk in the park. Best mortgage advisor out there.”

“We are delighted with great customer service. Sveta Kohli, has been very supportive and friendly through out the process.”

“Since 2010 David has helped me with various financial topics including VAT, Self Assessment & related matters, great service friendly & always available.”

“We own a carpet cleaning company called Doctor Carpet, and Stuarts Homes have been loyally calling on us for many years now to look after the carpets and sofas at their lovely rental properties. They're one of the absolute best property management companies we deal with. They're attentive and communicative and take the utmost pride and care in their properties. To top it off, they're a really pleasant team of people. Thanks, Stuarts Homes, for your dependability.”

“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.”