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Retirement planning tax in Manchester

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5 75
#1

Cheetham Jackson Financial Planning

● Closed
84 High Street West, Glossop SK13 8BB, United Kingdom
1457 600333
cheethamjackson.com

“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.”

Photo of Cheetham Jackson Financial Planning - 84 High Street West, Glossop SK13 8BB, United Kingdom
Financial Service
Details
5 28
#2

Retirement Professionals Ltd

● Closed
High Street, Walkden, Worsley, Manchester M28 3NJ, United Kingdom
800 098 7090
retirementprofessionals.co.uk

“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.”

Photo of Retirement Professionals Ltd - High Street, Walkden, Worsley, Manchester M28 3NJ, United Kingdom Photo of Retirement Professionals Ltd - High Street, Walkden, Worsley, Manchester M28 3NJ, United Kingdom Photo of Retirement Professionals Ltd - High Street, Walkden, Worsley, Manchester M28 3NJ, United Kingdom
Financial Service
Details
5 28
#3

Kemp Barnes Financial Planning

● Closed
14 Sunflower Meadow, Irlam, Manchester M44 6TD, United Kingdom
161 264 0397
partnership.sjp.co.uk

“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.”

Photo of Kemp Barnes Financial Planning - 14 Sunflower Meadow, Irlam, Manchester M44 6TD, United Kingdom Photo of Kemp Barnes Financial Planning - 14 Sunflower Meadow, Irlam, Manchester M44 6TD, United Kingdom
Financial Service
Details
5 38
#4

Legend Financial and Tax Advisers

● Closed
323 Wigan Road, Bolton BL3 5QU, United Kingdom
1204 808070
legendfinancial.co.uk

“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”

Photo of Legend Financial and Tax Advisers - 323 Wigan Road, Bolton BL3 5QU, United Kingdom Photo of Legend Financial and Tax Advisers - 323 Wigan Road, Bolton BL3 5QU, United Kingdom Photo of Legend Financial and Tax Advisers - 323 Wigan Road, Bolton BL3 5QU, United Kingdom
Accounting Service Financial Service
Details
4.9 24
#5

JPB Financial Planning Limited

● Closed
11 Market Place, Macclesfield SK10 1EB, United Kingdom
1625 613940
jpbfinancialplanning.co.uk

“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.”

Photo of JPB Financial Planning Limited - 11 Market Place, Macclesfield SK10 1EB, United Kingdom
Financial Service
Details
5 5
#6

Truity Wealth Management | Financial Advisor | Manchester | Cheshire

● Closed
Quay Street, Salford M3 3JZ, United Kingdom
7533 504946
truitywealth.co.uk

“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.”

Photo of Truity Wealth Management | Financial Advisor | Manchester | Cheshire - Quay Street, Salford M3 3JZ, United Kingdom Photo of Truity Wealth Management | Financial Advisor | Manchester | Cheshire - Quay Street, Salford M3 3JZ, United Kingdom
Financial Service
Details
5 5
#7

ARK Financial Planning

● Closed
Delph New Road, Delph, Oldham OL3 5DE, United Kingdom
161 303 9977
arkfp.co.uk

“Very sensible, informative and interesting newsletter - thank you.”

Photo of ARK Financial Planning - Delph New Road, Delph, Oldham OL3 5DE, United Kingdom Photo of ARK Financial Planning - Delph New Road, Delph, Oldham OL3 5DE, United Kingdom Photo of ARK Financial Planning - Delph New Road, Delph, Oldham OL3 5DE, United Kingdom
Financial Service
Details
5 10
#8

Stratagem Financial Planning

● Closed
1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom
1625 839839
stratagemfp.co.uk

“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.”

Photo of Stratagem Financial Planning - 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom Photo of Stratagem Financial Planning - 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom Photo of Stratagem Financial Planning - 1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom
Financial Service
Details
5 1
#9

Baker Financial Planning Ltd

● Open
146-148 Bury Old Road, Whitefield, Manchester M45 6AT, United Kingdom
161 796 1888

“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.”

Financial Service
Details
5 3
#10

Chapter 3 Financial Planning

● Closed
43a Manor Drive, Manchester M21 7QG, United Kingdom
161 541 2826
chapter3fp.co.uk

“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.”

Photo of Chapter 3 Financial Planning - 43a Manor Drive, Manchester M21 7QG, United Kingdom Photo of Chapter 3 Financial Planning - 43a Manor Drive, Manchester M21 7QG, United Kingdom Photo of Chapter 3 Financial Planning - 43a Manor Drive, Manchester M21 7QG, United Kingdom
Financial Service
Details
5 2
#11

Ascot Lloyd - Independent Financial Advisers in Stockport

● Closed
Station View, Hazel Grove, Stockport SK7 5ER, United Kingdom
345 475 7500
ascotlloyd.co.uk

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

Photo of Ascot Lloyd - Independent Financial Advisers in Stockport - Station View, Hazel Grove, Stockport SK7 5ER, United Kingdom Photo of Ascot Lloyd - Independent Financial Advisers in Stockport - Station View, Hazel Grove, Stockport SK7 5ER, United Kingdom Photo of Ascot Lloyd - Independent Financial Advisers in Stockport - Station View, Hazel Grove, Stockport SK7 5ER, United Kingdom
Financial Service
Details
5 1
#12

Slaiyburn Financial Planning Ltd

● Closed
18 Storey Road, Disley, Stockport SK12 2BF, United Kingdom
7815 744634
slaiyburn.co.uk

“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!”

Photo of Slaiyburn Financial Planning Ltd - 18 Storey Road, Disley, Stockport SK12 2BF, United Kingdom
Financial Service
Details
5 10
#13

Ruth Downs Financial Planning

● Open
Mainwaring Drive, Wilmslow SK9 2QD, United Kingdom
7707 404840
ruthdowns.com

“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.”

Photo of Ruth Downs Financial Planning - Mainwaring Drive, Wilmslow SK9 2QD, United Kingdom
Financial Service
Details
5 1
#14

Premier Financial Planning (Cheadle) Ltd.

● Closed
63 Cheadle Road, Cheadle Hulme, Cheadle SK8 5EU, United Kingdom
161 482 8888
Financial Service
Details
5 11
#15

Sustainable Financial Planning

● Closed
Stockport Road, Cheadle SK8 2JX, United Kingdom
330 912 1767
sustainable-fp.co.uk

“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.”

Photo of Sustainable Financial Planning - Stockport Road, Cheadle SK8 2JX, United Kingdom
Financial Service
Details
5 2
#16

Equilibrium Financial Planning LLP

● Closed
Epsom Avenue, Handforth, Wilmslow SK9 3DF, United Kingdom
808 156 1176
equilibrium.co.uk

“Been a client for 7 years,best financial decision I have ever made.”

Photo of Equilibrium Financial Planning LLP - Epsom Avenue, Handforth, Wilmslow SK9 3DF, United Kingdom Photo of Equilibrium Financial Planning LLP - Epsom Avenue, Handforth, Wilmslow SK9 3DF, United Kingdom Photo of Equilibrium Financial Planning LLP - Epsom Avenue, Handforth, Wilmslow SK9 3DF, United Kingdom
Financial Service
Details
5 1
#17

PM+M Financial Planning Ltd

● Closed
Pilsworth Road, Bury BL9 8RN, United Kingdom
161 641 8690
pmm.co.uk

“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!”

Photo of PM+M Financial Planning Ltd - Pilsworth Road, Bury BL9 8RN, United Kingdom Photo of PM+M Financial Planning Ltd - Pilsworth Road, Bury BL9 8RN, United Kingdom
Financial Service
Details
5 2
#18

Matt Routledge at Broadoak Financial Planning

● Closed
41 Parkville Road, Manchester M20 4TX, United Kingdom
7557 195828
broadoakfp.com

“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.”

Photo of Matt Routledge at Broadoak Financial Planning - 41 Parkville Road, Manchester M20 4TX, United Kingdom
Financial Service
Details
5 1
#19

MGT Financial Planning Ltd

● Closed
7 Christie Way, Manchester M21 7QY, United Kingdom
330 133 4403
mgtfinancialplanning.com

“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.”

Photo of MGT Financial Planning Ltd - 7 Christie Way, Manchester M21 7QY, United Kingdom
Financial Service
Details
5 1
#20

McGarvey Jones Financial Planning

● Closed
Quay Street, Salford M3 3JZ, United Kingdom
161 835 9627
mcgarveyjones.co.uk
Financial Service
Details
5 3
#21

Broadoak Financial Planning

● Closed
380 Chester Road, Old Trafford, Stretford, Manchester M16 9EA, United Kingdom
161 676 8100
broadoakfp.com

“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 *****”

Photo of Broadoak Financial Planning - 380 Chester Road, Old Trafford, Stretford, Manchester M16 9EA, United Kingdom
Financial Service
Details
5 2
#22

RBC Brewin Dolphin Manchester

● Closed
Hardman Street, Salford M3 3AP, United Kingdom
161 839 4222
brewin.co.uk

“Call answered quickly....information given as required”

Photo of RBC Brewin Dolphin Manchester - Hardman Street, Salford M3 3AP, United Kingdom Photo of RBC Brewin Dolphin Manchester - Hardman Street, Salford M3 3AP, United Kingdom
Financial Service
Details
5 2
#23

Elite Financial Planning Consultants

● Open
30 Park Road, Timperley, Altrincham WA14 5AU, United Kingdom
345 257 1692
elite-financial-planning.co.uk
Financial Service
Details
5 17
#24

Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now

● Closed
45 The Downs, Altrincham WA14 2QG, United Kingdom
1625 315000
chronoswm.co.uk

“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.”

Photo of Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now - 45 The Downs, Altrincham WA14 2QG, United Kingdom Photo of Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now - 45 The Downs, Altrincham WA14 2QG, United Kingdom Photo of Chronos Wealth Ltd - HNW Financial Advice - Investments, pensions and inheritance tax planning - Speak to an adviser now - 45 The Downs, Altrincham WA14 2QG, United Kingdom
Accounting Service Financial Service Government Office
Details
5 1
#25

Burnett Financial Planning Ltd

● Closed
136 Carrington Lane, Sale M33 5WL, United Kingdom
161 507 7722
burnettfinancialplanning.co.uk

“Darren was able to provide directly relevant information that I was able to act on from the outset.”

Photo of Burnett Financial Planning Ltd - 136 Carrington Lane, Sale M33 5WL, United Kingdom Photo of Burnett Financial Planning Ltd - 136 Carrington Lane, Sale M33 5WL, United Kingdom Photo of Burnett Financial Planning Ltd - 136 Carrington Lane, Sale M33 5WL, United Kingdom
Financial Service
Details
5 2
#26

Pettecrew Financial Planning

● Closed
76 Gloucester Road, Urmston, Manchester M41 9AE, United Kingdom
161 393 8430
myfinancepage.co.uk

“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”

Photo of Pettecrew Financial Planning - 76 Gloucester Road, Urmston, Manchester M41 9AE, United Kingdom Photo of Pettecrew Financial Planning - 76 Gloucester Road, Urmston, Manchester M41 9AE, United Kingdom
Financial Service
Details
5 1
#27

Cottons Financial Planning

● Closed
Pacific Way, Salford M50 1DR, United Kingdom
161 914 6085
cottonsfp.com
Photo of Cottons Financial Planning - Pacific Way, Salford M50 1DR, United Kingdom
Financial Service
Details
5 1
#28

Tatton Financial Planning Ltd

● Closed
Bucklow Hill Lane, Cheshire, Knutsford WA16 6LE, United Kingdom
1565 371888
tattonfp.co.uk
Photo of Tatton Financial Planning Ltd - Bucklow Hill Lane, Cheshire, Knutsford WA16 6LE, United Kingdom Photo of Tatton Financial Planning Ltd - Bucklow Hill Lane, Cheshire, Knutsford WA16 6LE, United Kingdom Photo of Tatton Financial Planning Ltd - Bucklow Hill Lane, Cheshire, Knutsford WA16 6LE, United Kingdom
Financial Service
Details
5 1
#29

CJT Financial Planning Ltd

● Open
38 Chorley New Road, Bolton BL1 4AP, United Kingdom
1204 397053
cjt.uk.com
Financial Service
Details
5 1
#30

Adroit Financial Planning

● Open
58 Mosley Street, Manchester M2 3HZ, United Kingdom
800 884 0006
Financial Service
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