Wealth creation strategies in Bury
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Prestfield Wealth Management - Financial Advisers, Pensions & Investments
“Prestfields were recommended by a friend to have our pensions looked at. John was exceptional, his knowledge and professionalism, second to none and a lovely Guy. So glad we put our finances in his hands and the hands of the team at Prestfields. Dan was exceptional and very professional and nothing has ever been a problem to him. Vinny again was a wealth of knowledge and a true professional, such a friendly happy team looking forward to many years of these Guys looking after our finances and our business ventures Thanks all at Prestfields Paul & Jayne H”
Consilium Wealth Management Ltd
“Both Wayne and Jack have helped me setup a pension and savings for our children. They gave me thorough advice on my options and advised on how best to invest my money to get the best return. We've now partnered with Consilium Wealth Management to offer employee wellness and better pensions for staff, rather than the government standard. Will highly recommend the team!”
Holcombe Financial Services
“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.”
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.”
Samuels Financial
“I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has been very good and I would highly recommend them to others.”
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!”
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