Wealth management 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.”
Neo Wealth
“Great team, really helpful. 100% can recommend for any pension / investment help.”
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.”
Massey Accounting Company, accountant and tax advisor
“John is highly recommended and is a credit to his profession. His expert knowledge and organisation skills have made him an invaluable asset to my business. Always a pleasure to deal with and easy to get in contact with”
Avantis Direct
“I would highly recommend Avantis Direct For POS processing card payments. It's was simply to setup, made us a good saving and the service and support has been excellent since”
Quicksolve Accountants
“Very professional and helpful people at the practice. They are always very efficient to make sure that you are not paying more than you owe. I am very happy with the service and would highly recommend their valuable services.”
Infinity Finance
“Infinity finance are Absolutely incredible from start to finish Kane was very patient with me as I couldn’t choose what car to get and considering how bad my credit is I was approved and I couldn’t fault them enough for everything they had done so quickly and they talk you through everything absolutely chuffed to bits would highly recommend them to anyone with a poor credit history please keep up the the great work and a massive thank you again”
NDH Financial
“Aney one going with this company will be very satisfied thay are amazing and very fast at getting u help and support”
Lawler & Co Estate Agents
“We recently purchased a property with Lawler & Co and they were very good. They were communicative and pleasant throughout and even went out of their way to help us push things through when the solicitors were dragging their feet a little bit”
B J McKenna & Co Solicitors
“Wow what a company !! Jodie Walsh is brilliant at her role, B J McKenna are very lucky to have her on board. Professional, efficient and knowledge are all first class. Pleasure to deal with too. It’s a definite 10 from Len ! Highly recommend this company from start to finish they were fantastic. Lisa Wright”
Manor Financial
“Michael is an excellent communicator does what he promises to do is not pushy no hard sell and I would recommend him and his company”
Dunkerleys Lawyers
“Very client centric team . Listened and understood my needs then made recommendations. Reasonable value for money, very efficient and timely responses and very clear guidance and instructions in a complex matter . Thank you Yvette .”
Kenwood Commercial Services Ltd
“Great service and honest which help me out no end after Thomas harde”
Butcher & Barlow - Bramhall
“My partner and I needed our documents notarised, Justin responded very quickly and fit us in the same week. Very happy with the service and the fact that Justin was able to amend the charging structure for our simple needs. Thank you will definitely be recommending to others and using again if needed!”
Protection UK Ltd
“I have known Chris Roxie and the team for a few years now, they have always handled my life insurance policies brilliantly, finding me the best deal possible when they come up for there annual review. I would highly recommend their services to anyone.”
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!”
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