Financial Planners in Manchester, Greater Manchester

24 locations found near Manchester
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“James, Kate, Delphine, and the entire team at Wetherall's have been exceptional. They have assisted my wife and me in focusing our energy on our future by providing clear insights into our current financial standing and outlining what our future could look like with certain adjustments and tweaks.Navigating through our complex financial situations was made easier with their guidance, even when we threw them a curveball by considering working abroad. Their recommended investment strategy has proven to be successful as well.What sets Wetheralls apart is their ability to strike a balance between safeguarding our financial future and acknowledging that enjoying life and having fun now is equally important. Their advice perfectly aligns with our needs and goals.I wholeheartedly recommend James and the team at Wetherall's to anyone seeking to map out their financial future and obtain a clear roadmap. I've already recommended them to others and will continue to do so without hesitation.”

5Superb13 Reviews

“Lynz has a vast amount of knowledge, and I can highly recommend her to look after your finances.Truity Wealth looks after my pensions, life insurance and critical illness cover.”

5Superb5 Reviews

“I needed to move my unmanaged pension pot to a firm of Wealth Managers who would be more proactive in helping it to grow, and I was introduced to Raymond James Spinningfields by a friend who had been impressed with the service that he had received.I met with Doug and James at their offices and from that first meeting I have been hugely impressed by their commitment to client service, their quick response times and their levels of support and communication.They have also been able to refer me to their trusted network of professional contacts for services that fall outside of their own expertise.It has been a real pleasure working with the team at Raymond James Spinningfields and I cannot recommend them highly enough. I am really looking forward to working with them over the coming years.”

5Superb3 Reviews

“My wife and I could not be happier with Ryan and Sophie and the help they gave us to buy our first home. We had quite complex circumstances but Ryan and Sophie expertly navigated them to get the result we wanted. Could not recommend them enough - thank you!”

5Superb1 Reviews

“I have struggled for 5 years trying to sort a remortgage out. No one would help and was turned away from banks. I telephoned Michelle who was very helpful and within a couple of days she had found me the best remortgage she could find (with one of the lender's I tried.) I'm very happy to say I'm am financially better off and have a new mortgage. The communation between myself and Michelle was 110%. I had no stress as she tool this away from me. Highly highly recommended. Thank you again.”

0Na0 Reviews

“Barchester Green were personally recommended to my wife many years ago when she was looking to set up a pension. Some years later, when we had an amount of money to invest we spoke to them again. The advice that they have given us has been excellent. Now into the third year and our investments continue to do very well, providing us with the sense of security that we were looking for as we get older.”

0Na0 Reviews

“A great service, with highly informed staff. They talked me through the whole process and were happy to answer any questions I had. I felt reassured I was dealing with professionals, and everyone I spoke with was really friendly and helpful. It’s a difficult situation to be in and they really put me at ease! Thanks guys!”

0Na0 Reviews