Top 30 Best Personal wealth management in cheshire
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Chrysalis Finance
● Closed“Our experience with Chrysalis has been great. They are attentive, always willing to help us out where necessary and Paren has been a fantastic Account Manager who brings it all together for us.”
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Buxton Accounting LLP
● Closed“I highly recommend Dave Buxton from Buxton Partnership because he is very passionate and knowledgeable about accountancy and it does show. I moved my services to Buxton Partnership because with my previous accountant, I felt unsure of what I could and couldn’t do. With Dave he welcomed all and any questions so now when I do submit my accountancy information I feel a lot more confident in what I am doing. If you are a new or business that has been trading for a while, I do highly recommend Dave and his team for their knowledge, flexibility but also how they care about their clients and concerns but also their goals within business.”
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Dunkerleys Lawyers
● Closed“Very client centric team . Listened and understood my needs then made recommendations. Reasonable value for money, very efficient and timely responses and very clear guidance and instructions in a complex matter . Thank you Yvette .”
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Motion Finance 2017 ltd
● Closed“Great experience with Shaun at Motion Finance - would recommend to anyone! Smooth process and contactable whenever I needed, got me the car I wanted within my budget so it was all perfect”
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Moneysworth Ltd
● ClosedSpringwood Way, Tytherington, Bollington, Macclesfield SK10 2XA, United Kingdom“Fabulous service from the outset. Friendly advice and understanding of client needs. Very grateful and very pleased.”
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Slaiyburn Financial Planning Ltd
● Closed“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!”
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Ruth Downs Financial Planning
● Closed“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.”
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Financial Growth Solutions Ltd
● Closed“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”
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G & K Independent Financial Advisers
● Closed“Offer good advice and make things easy to understand. Very happy with how my investments are performing”
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Equilibrium Financial Planning LLP
● Closed“Been a client for 7 years,best financial decision I have ever made.”
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Individual Financial Services (North West) Ltd
● Closed107 Wilmslow Road, Handforth, Wilmslow SK9 3ER, United Kingdom“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.”
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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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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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Walton Financial Solutions Ltd
● Open“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.”
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Covington's
● Closed“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
● Closed“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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TCG Chartered Accountants
● Closed“Highly recommended Accountants for Alderley Edge, Wilmslow, Cheshire.”
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Matravers
● ClosedAtlantic Street, Broadheath, Cheshire, Altrincham WA14 5HH, United Kingdom“I have use Matravers & Co for a number of years to complete my annual tax paperwork. I have found them to provide excellent service and advice. I really believe you get what you pay for and could not recommend them highly enough.”
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Andrew Lea Finance, Chartered Accountants
● Open14 Tytherington Park Road, Tytherington, Macclesfield SK10 2EL, United Kingdom“Having recently become a contractor Andrew has been absolutely invaluable in helping me navigate all financial matters. He always answers my questions promptly (in the early stages there were an awful lot) and is willing to give a steer even for things out of his remit. He charges a fair price and provides an excellent service.”
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Mays Elite Finance
● Closed“These guys really helped me out when I needed it. A fast, friendly and efficient service, and a great price on my Rolex Daytona. I would definitely recommend them, and use them again.”
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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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