Wealth management strategies in Bury

“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”

“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!”

“Similarly to other reviews, my husbands work van was completely undervalued by the insurance company when it was written off. Even after negotiating an extra £1000 on their initial valuation it was still no where near what was actually available on the market place for the same vehicle, condition, milage ect.. We contacted Tim at motorclaimguru with our situation and he was confident that we had a case and we were confident that Tim would be able to get a better settlement. He was absolutely brilliant. You'll see from his initial contact with your insurer that he really knows the industry, laws and he is also a fierce negotiator. In our case Tim got us an extra £3000 within a week! Time was really important to us and we were so happy to get it sorted so quickly. If you think you've got a case and you're getting nowhere with your insurer, don't hesitate to contact Tim. He will tell you straight up if he can help and along with his expertise he is actually a super nice guy should you ever get the chance to speak to him. Thank you Tim and motorclaimguru.”

“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.”

“Tremendous fun and great company great instruction in the band . Better every week”

“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.”

“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.”

“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!”

“Excellent customer service, dealt my accounts query in short period of time.”

“Had bad experiences with previous accountants I had dealt with, I came to CorrisLeggat and everything was made so easy. Couldn’t recommend more 5* experience.”