Retirement planning tax in Manchester
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Cheetham Jackson Financial Planning
“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.”
Retirement Professionals Ltd
“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.”
Kemp Barnes Financial Planning
“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.”
Legend Financial and Tax Advisers
“Faizan and his team were brilliant in assisting me with my CIS it was a long process but they managed to get everything sorted swiftly and with no hassle I would highly recommend there service”
JPB Financial Planning Limited
“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.”
Truity Wealth Management | Financial Advisor | Manchester | Cheshire
“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.”
ARK Financial Planning
“Very sensible, informative and interesting newsletter - thank you.”
Stratagem Financial Planning
“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.”
Baker Financial Planning Ltd
“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 Financial Planning
“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.”
Ascot Lloyd - Independent Financial Advisers in Stockport
“We recently worked with Prest Financial on their promotional film. They have firm family values and are very professional from beginning to end.”
Slaiyburn Financial Planning Ltd
“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!”
Ruth Downs Financial Planning
“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.”
Premier Financial Planning (Cheadle) Ltd.
Sustainable Financial Planning
“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.”
Equilibrium Financial Planning LLP
“Been a client for 7 years,best financial decision I have ever made.”
PM+M Financial Planning Ltd
“Jordan and the PM+M Team have been outstanding throughout the whole process. They have been informed and professional from start to finish and have guided me through the journey the whole way. I look forward to working with them in the future to manage and improve my investment portfolio. No hesitation in providing a 5* Rating!”
Matt Routledge at Broadoak Financial Planning
“Matt has been my trusted, reliable financial advisor for the last couple of years. He's friendly, knowledgeable and professional. He takes time to explore the long-term goals for me and my family and is always aware of our current circumstances. I'd highly recommend him to anyone looking for expert financial planning.”
MGT Financial Planning Ltd
“Have used Mark Galligan for over a decade! Highly educated/qualified IFA. Have watched my families portfolio grow over the years. Also offered sound advice with inheritance tax planning, life insurance and pension contributions.”
Broadoak Financial Planning
“Johnathan and Mark helped us to get our dream home we never thought we could have they are top professionals and make the whole mortgage process as stress free as it can be, and when we had to change houses they were on hand to act quickly so we had no delays and managed to find us a better rate, they also provided us with life insurance for total price of mind couldn’t recommend Broadoak highly enough and we will be using them again when we need to remortgage in the future *****”
Elite Financial Planning Consultants
Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now
“Elizabeth has been great at guiding me through all the wealth management and insurance options available and helping choose the ones that are right for me and my family. I have tried before with other advisors and just ended up confused and overwhelmed. Liz made the process easy.”
Burnett Financial Planning Ltd
“Darren was able to provide directly relevant information that I was able to act on from the outset.”
Pettecrew Financial Planning
“If you are looking for good honest and open advisors, then I definitely recommend the team here. Steve and the team are excellent, they listen and share insights. I’ve personally used them to make decisions on my pension plans and they were excellent”
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