Financial Planners in Altrincham, Greater Manchester

“I met Glyn a very long time ago. He has always been so helpful. Always going above and beyond. His advice is second to none and so are his team. They always find me fantastic mortgage deals. They are never pushy and really care for their clients. Would definitely recommend to everyone.”

“I was introduced to Capstone many years ago, via a previous financial adviser. Matt Rhodes has been my adviser for several years and my hard-earned money has been very well managed, largely thanks to his expertise. The quality, quantity and range of information he provides has always been excellent. Most importantly, Matt has taken great pains to understand who I am as a person and what sort of life goals I want my savings to help me achieve. Now in retirement, I am profoundly grateful for the additional financial security my investments provide and for Matt's continuing advice that helps me to decide whether and when to access my savings. I have lately experienced the most stressful few years of my life and am especially grateful for Matt’s expertise, wisdom and outstanding humanity in supporting me through extreme financial challenge. He responded calmly to my panicked questions and promptly to my urgent requests for specific information. He was empathetic and respectful and unfailingly kind. I honestly do not know how I would have managed without him. I now look forward to his continuing advice and guidance in, hopefully, calmer times.”

“I appreciated the dedication and swift action of Parsonage Financial Planning to get my wife's Lasting Power of Attoney activated following a very serious stroke which meant she no longer had capacity to look after her accounts held in her sole name. Urgent access was needed for nursing home fees. Communication with them was very good and I was regularly kept up to date on the progress. Nothing was too small or too great for them to tackle quickly and efficiently.”