Wealth transfer planning in Manchester

“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.”

“We have dealt with Nadine at EPS for our estate planning and can only say that she has been so brilliant for us. Everything has been explained clearly and if we had a query, she sorted it immediately. We can thoroughly recommend EPS and Nadine without hesitation. Thank you again, Janice and Andy.”

“We have been with Depledge Strategic Wealth Management Ltd for three years and have met with Andrew Day and dealt mainly with Adrian Mahon. In this time we have seen the introduction of new websites which are easy to use and allow us to track the performance of our portfolio. The advice we have received regarding portfolio adjustments has been clear and effective. Although the recent political and economic climate has not been conducive to rapid and sustainable growth nevertheless we are happy with how the portfolio is performing.”

“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 was not sure whether I could afford to retire and Paul explained things in a really easy to understand way. I highly recommend Paul and his company True Potential.”

“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.”

“A fantastic service offered by Prestfield WM! Not only we’re the consultations free, but the products offered were well explained. A friendly relaxed chat with Vinnie, no pressure what so ever to invest. After a few days of looking through the information provided, I contacted Prestfield to arrange a meeting. Excellent service and knowledge of the market and products available that suited my needs.”

“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!”

“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.”

“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 *****”

“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available when I have any questions. I wouldn't hesitate to recommend her to anyone.”

“Paul is very professional. He can find pensions that you didn't even know that you had! I moved my pensions from some very poor performing companies and had great results with Paul, even in some not great times. The only regret you will have with Paul and his team is not having met them sooner!!!! If you are thinking of moving or amalgamating your pension get in touch with Kavanagh and Associates TODAY, every day that you wait is only time and money wasted.”

“I have used Brookfields for several mortgages and remortgages over the years and Claire and the team always go out of their way to help and provide the best possible solution for me. They have also provided excellent service to all my family and I'd recommend them to anyone.”

“We have used Yianni and his team for many years, for Personal investment planning, pension advice and some business financial planning. Yianni gives an excellent personal service, he spends time and works hard for you. We find him to be honest and trustworthy and would not hesitate to recommend him to family and friends. He has an excellent team working along side him”

“For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.”