Risk management strategies in Stockport
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TPD Wealth Management Ltd
“Rob was excellent and thorough when explaining what he was proposing was the best way forward for me taking my personal pension! Once he listened to my needs he efficiently worked through the figures and clearly explained what I would like from my pension was achievable, this was a great relief to me. From the first time I spoke to Tim and Rob they have kept me updated on how my pension plan was performing, good or bad even through the COVID pandemic. l would recommend TPD Wealth Mangement to any one looking to invest their personal pension, they are very professional, reliable Company.”
TLD Wealth Management Ltd
“Got my life insurance policy updated. Great service. Easy to understand and all details clearly provided. Overall an excellent service.”
Mercury Financial Management Ltd
“We have really appreciated the service from Mercury. Our mortgage advisor Jack gave lots of helpful and individual advise to help us through the process of buying our first home. We recieved excellent communication throughout and would highly recommend.”
Principle Investment Management
“So helpful. Made everything very easy for us, especially as we were first time buyers.”
Chase Asset Management
“Lisa is professional, patient and offers high quality services. Recommended to everyone.”
Claritas Wealth Management
“Claritas provide lifestyle planning rather than "individual" financial planning areas. With advice and help from Claritas I have retired earlier than I thought possible and have a clear view of my lifetime finances. Highly recommended.”
Eddison Wells Financial
“By far the most helpful Altrincham mortgage broker. If you're looking for a mortgage adviser in altrincham, look no further. These guys are the best!”
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.”
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!”
Mamucium Capital
“A fantastic, professional service from start to finish. I would definitely recommend Mamucium Capital to anyone seeking financial planning and advice.”
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.”
Business Support Services (Cheshire) Ltd
“BSS Cheshire Ltd are great. As a small business owner I always have questions for my accountant and Paula always has time to answer questions. Great service.”
C&C Insurance Brokers Ltd
“Always received a good level of service from C&C, in the 10 years I have used them.”
A C M Financial Services Ltd
“Great service. Highly recommend for mortgage renewals - Jonnie and the team are extremely knowledgeable, helpful and lovely to deal with”
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