Retirement planning services in Manchester

“Matthew was fantastic for us as first time buyers. Despite a long drawn out 9 months he was extremely helpful, very informative and always chasing the solicitor and estate agent in regards to our purchase. I would not hesitate to recommend Matthew to anyone looking to mortgage or remortgage. He will go above and beyond to ensure that your mortgage and purchase goes through. John and Megan”

“I have known Ramzy for nearly 15 years and during that time he has dealt with my financial affairs successfully. I have found him to be honest and trustworthy.”

“Just had a pension review. Chris was wonderful, giving straight forward advice to ensure our retirement plans remain on track and how best to proceed in the interim. Wish we had done this years ago.”

“I am so very very glad that Retirement Professional dealt with my Pensions. They made everything run so easily and so smoothly with no hassle and no fuss. I am so very grateful to Retirement professionals for all they have done, especially Hayleigh whom I conversed with throughout most of the process, many thanks to you Hayleigh you took such a load off my mind as I would have been lost without you, thank you again. I would recommend Retirement professionals to everyone at the drop of a hat. If you want a stress and trouble free experience when dealing with your pension then these guys and gals are the ones you should get to handle it all for you, and they will and I guarantee you will be happy that you did. Again Many thanks to all concerned especially Hayleigh. God Bless you all Steve Young from Arundel.”

“Great service from Sphere when re-mortgaging our property. Despite it being in the middle of interest rate hikes and market uncertainty we managed to get a good rate with additional borrowing for home improvements. Special thanks to Zander and Cath who dealt with the re-mortgage.”

“We were recommended to Philip by a good friend so we approached him regarding our mortgage and we couldn't be happier with the support he has provided. As first time buyers, we were obviously very new and naïve to the process and he could not have been more supportive and advising. He really took the time to explain everything thoroughly and take a personal approach with his service. As a result he provided the realistic advice and suggestions that we needed and that we may not have received elsewhere; this definitely contributed to us making the best decisions and getting the right deal. He is always checking in and making sure we are comfortable with everything so we have always felt reassured since we began the process. We couldn't be more grateful and would more than recommend Kemp Barnes' services.”

“Bobby and team were brilliant from the start - since having the two little ones, we knew we had to get our insurance and income protection sorted. Bobby walked us through it step by step, making sure we understood all of the options and the benefits of her recommendations. Not only did she sort us out with products and services we were very happy with, she also put us in touch with recommended partners regarding pensions and will services. A year on from first engaging with Bobby, she was on the case, reviewing our needs and making sure we were still getting the best and most relevant services possible (and the cash back we were owed!). We would recommend Bobby to anyone.”

“We've been customers of Actua for decades now, and wouldn't consider using any other. They are always accessible, quick to assist, and offer a professional, responsive service, whilst retaining that family,friendly touch. Using numerous third party companies, we just wish every other company was so pleasant an experience to deal with. D & G Properties”

“We approached Neil to complete a self assessment tax due to having to pay the higher child tax benefit. I have to say that Neil has been exceptional. Whether communication has been over the phone or via email, he has explained everything regarding the assessment in a way that I understand and even had time to answer all of the questions that I had. He is very thorough, professional and efficient. I would highly recommend Neil and NRA accountancy. I have requested that he continues to represent us.”

“Jeremy, Lisa and the team have all been extremely professional and knowledgeable, in each of the areas of financial advice we required. We now have a new home, tailored for our family’s individual needs. We can’t thank you enough for your friendly, efficient, supportive approach. Lisa never tired of our many questions! Always getting the information needed in a timely fashion. Thanks again everyone.”

“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.”

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

“Ross arranged the mortgage for my first home and also my remortgage. After originally contacting my bank for a Mortgage in Principle, I was recommended to speak to Ross and he compared options with other lenders and was able to get a better deal on a lower interest rate than what my bank was offering. After receiving such a great service everytime I have dealt with PFS I wouldn't go anywhere else.”

“I’m sure they are great- but it’s mortgage advice , not financial advice they offer”

“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.”

“Chris did an excellent job sorting out my pension and was very informative throughout.”

“Great”

“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.”

“I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

“Chapter 3 has worked with me to develop a lifestyle plan, investments and pensions. His coaching style of communication has given me the utmost confidence in his services.”

“We recently worked with Prest Financial on their promotional film. They have firm family values and are very professional from beginning to end.”

“Professional and very helpful.”

“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 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.”

“Very impressed; came highly recommended and now I know why. I'd been putting off some decisions around investments for a while. Met Andy twice. He was patient, well informed and obviously highly experienced. Honest about risk v's rewards of different options, especially given the current climate. Thanks again Andy, I'll be recommending you to friends and family and no doubt see you again soon.”

“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.”