Best Financial Advisors In Manchester Near Me

Lionbridge Wealth Management - Financial Advice, Pensions, Investments, Mortgages. Old Royle Wealth Management Ltd Money Advisor Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale Cheshire Financial Advice Cheetham Jackson Ltd Kemp Barnes Financial Planning - Financial Adviser, Pensions & Investments Logic Wealth Planning Depledge Strategic Wealth Management Ltd Money Advice

1. Prestfield Wealth Management - Financial Advisers, Pensions & Investments - Bury

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· 59 reviews

430 Bury New Rd, Prestwich, Manchester M25 1BD, United Kingdom

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Prestfield Wealth Management - Financial Advisers, Pensions & Investments: what do users think?
Edmund watson-thorborn: having been with Prestfields for 5 years, they take all the strain out of financial planning, tax planning,and pensions, best move I ever made,
Dominika Machowiak: Always fantastic service from Prestfield team! Dan and John are super helpful. Great knowledge, tailored to my needs. I can't recommend enough.
Judith Addison: Excellent service, some good guys to know
Anthony roberts: Amazing friendly knowledgeable team - fantastic advice - cannot recommend them enough
Amanda Dean: Prestfield was recommended to me by family and I cannot recommend them enough to anyone I get the opportunity to tell - the knowledge and expertise of the team was outstanding, their friendly and welcoming approach also made me feel at ease - I am so happy to have Prestfield look after my finances and in particular - my retirement plan. I have a total new outlook on planning my future since meeting John and the team - they have truly changed my life and cannot thank them enough - thank you Prestfield
Jason Rhodes: I cannot recommend Prestfield enough, truly outstanding professionalism , friendly, and an absolute comfort knowing you are being looked after by a very knowledgeable, professional company with complete true values. A+++Addition: Just had an annual review, John came to us with an update on how our investments are moving. A top class service as always. Thank You Prestfield. :)
Deborah craine: I came in very anxious about my finances, however, after speaking with Dan & Vinnie at Prestfield my mind was instantly put to rest. I would recommend Prestfield to anyone needing financial help and advice!
Morgan Dean: John and his team at Prestfield Wealth are the best in the business, I was recommended to them by a friend as I needed help with reviewing my business and making sure I was being as tax efficient as possible.When I met with John he gave me some great advice on what i can do to be more tax efficient. I also had a lot of ideas on how I wanted to invest profits out of the business into new ventures but I wasn’t sure on how or if I could do this but John straight away advised on the best ways I could do this.After meeting with John I felt really confident that any business ideas I want to implement or any investments I want to do that John will be there every step of the way to make sure I do it correctly.
Helen Quayle: LIFE SAVERS!!! Literally!John and his team are amazing at what they do. My businesses have really excelled with their help and knowledge. Such a lovely and friendly group, who support you financially and personally.
Sharon King: Positive:Professionalism,Quality,ResponsivenessVery professional helpful and very supportive.
claire murray: The team at Prestfield Wealth have been so supportive and helpful setting up my pension and investment plans. In particular, Vinnie and Daniel were just excellent. I always felt confident in the decisions I made and my questions were always welcome, which were numerous being my first time thinking about my finances. Definitely recommend. Thank you
Paul Harrison: 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 venturesThanks all at PrestfieldsPaul & Jayne H
Helle Jakobsen: Fantastic service delivered by John and the team. If you've ever thought your money could work harder for you, but you just don't know where to start - these are the people to talk to. Everything is explained clearly, options are presented in a logical and transparent manner and with a great personal touch to all calls and meetings. Brilliant business and people to work with.
kevin hughes: Positive:Professionalism,ResponsivenessJohn and his team are passionate about their clients and nothing is too much trouble. I would recommend them unreservedly!
Rusine Heald: Positive:Professionalism,ResponsivenessJohn and Dan have been very professional and helpful with setting up my pension smoothly and efficiently. Would definitely recommend this company!
Will Litherland: I had the pleasure of dealing with Mr. John Myatt regarding my private pensions. I swapped over during the pandemic and as a self employed business owner I was delighted to find out with John's professionalism my pension managed to gain an extra £1200 through this companies great management without paying a single penny in during the pandemic. I can not recommend this company and Mr. John Myatt enough. Let the professionals look after your future.
Kyrstie Moores: Positive:Professionalism,Quality,Responsiveness,Value
Tim Platt: Jon, Dan and team at Prestfield were recommended to us by friends. Having never received any financial advice we couldn't of asked to have met a better team. Professional and down to earth advice where you move at your own pace making well informed and calculated financial decisions with unwaivering support at every step of the way. Highly recommended.
Scott Naylor: I was recommended to Dan as I wanted to discuss my finances and to plan for my future. I had an initial consultation with Vinnie which was very informative. After the consultation, I was given plenty of time with nothing but help from Vinnie as the team.Prestfield Wealth Management have been extremely helpful and professional throughout the whole process.I couldn’t recommend Prestfield enough!
Jo Chow: Positive:Professionalism,Quality,Responsiveness,ValueRowena helped me to get my Life insurance. She was very friendly and easy to talk to, and I felt like I could trust her straight away. She also advised me how to plan my finances and I like the fact that I could contact her if my circumstances change.
J L: John and the team have been absolutely fantastic over the last 6 months with merging my various pensions into one as well as putting together a financial plan to ensure financial security for myself, wife and kids. They make what can be a complicated and somewhat daunting experience very enjoyable and easy to understand. Thank you so much guys

2. Lionbridge Wealth Management - Financial Advice, Pensions, Investments, Mortgages. - Manchester

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· 20 reviews

Sunlight House, Quay St, Manchester M3 3JZ, United Kingdom

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3. Old Royle Wealth Management Ltd - Manchester

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· 10 reviews

Adamson House, Ground Towers Business Park, Wilmslow Rd, Manchester M20 2YY, United Kingdom

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4. Finance.co.uk - Manchester

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· 13 reviews

301 Deansgate, Manchester, M3 4LT, United Kingdom

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5. Money Advisor - Bolton

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· 34 reviews

Churchgate House, 30 Churchgate, Bolton BL1 1HL, United Kingdom

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6. Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale - Trafford

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· 32 reviews

211 Marsland Rd, Sale, M33 3ND, United Kingdom

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7. Informed Wealth Management Ltd - Salford

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· 19 reviews

9 Barton Rd, Worsley, Manchester M28 2PD, United Kingdom

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8. Edgmoor Financial Planners - Manchester

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· 15 reviews

Centurion House, 129 Deansgate, Manchester M3 3WR, United Kingdom

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Edgmoor Financial Planners: what do users think?
Lisa Nelson: Barry has been dealing with our financial affairs for five years. He has provided excellent, clear advice throughout that time - often simplifying complicated issues in an accessible way. As well as being professionally adept, offering instant solutions to a variety of sometimes challenging situations and always responding immediately to queries, he and Adele have gone more than the extra mile recently by providing very human support while I coped with difficult health issues. We would have no hesitation recommending him and the team.Sent from the all-new AOL app for iOS
Ivan Lewis-Coker: I came to know John very well as he was the financial adviser at the solicitors who handled my case after a road traffic accident in May 2000.Once the case was settled and the compensation I was due was paid out, John handled the investment & management of the monies to ensure that I would be covered for the rest of my life, as it was unlikely that I would be able to work in the same capacity which I done prior to the accident.I'd initially been very concerned that the monies would not last me for the duration of my life, but as the months/years went by, John would regularly send me reports of the gains/losses that the invested funds were making (more the former than the latter!).He would also periodically send authorisation forms for me to sign when he identified that a particular fund in my investment portfolio would generate better returns if invested in an alternative fund.It's now been nearly 15 years since I received the original compensation figure and, despite numerous (and some fairly significant) withdrawals - along with the monthly stipend I receive as my "income" - the value of the investment has remained pretty much the same as it was when the money was first invested.Had the money been simply been put into a high interest bank account, there is *no way* I'd have seen anything *like* the returns I've seen since John has been managing the investment,(And please note, that the level of risk ascribed to the portfolio is classed as "medium", meaning that no funds are invested in high risk investments.)When John left the solicitors to start Edgmoor, I was given the option of either moving my portfolio to Edgmoor or remaining with the solicitor and letting someone I didn't know manage my portfolio. The decision was obviously a no-brainer!John periodically comes down to me in Milton Keynes from where he is in Manchester for a face-to-face review of my portfolio, which is excellent as I get the opportunity to discuss my investment and he can advise me on any withdrawals I'm considering making. (On top of this, like myself, he is something of an artisan and makes things in his workshop in his spare time, so we get the opportunity to "talk shop" and about the projects we're each working on!)I **cannot** recommend Edgmoor highly enough.I. Lewis-Coker
Ellen dowling: We cannot recommend Edgmoor financial planners too highly, their experience and no nonsense approach was really refreshing, as a couple who had gone through life diligently saving for our retirement, the myriad of decisions we faced when the time finally came was really daunting. Thankfully John and the team were there to explain and help us understand our options, bust the jargon, ease our worries and guide us in the right direction.John And Ellen Dowling.
Richard Hubberstey: "Professional advice and management of three portfolios. Taking great trouble to understand our situation and giving prudent advice on money management which has protected our investments during difficult economic conditions. Unfailingly courteous, polite and very competent service.
keith bladen: John has always been accomodating,helpful and down to earth.Any questions have always been answered promptly.I would recommend them for any financial advice which they review regularly.
ian miller: I have known John now for around 23/24 years. During those years John has been my personal financial adviser looking after my financial interests after I received a settlement from a serious road accident which left me paralysed some 29 year's ago.During our time together I have found John to be extremely knowledgeable in the worlds finacial markets. John has also given and continues to give me excellent advice and clear finacial guidance on all my investments and I look forward to many more years to come with John and Barry and I wouldn't hesitate in recommending the services of Edgemoor final planners.
mikeydbrown: I was put in contact with John after I received a settlement for a serious injury I suffered. Over the past 12 years he has advised me and managed my fund professionally and it has continued to grow. He is is easily approachable and knows the markets well.
Lesley Bachelor: I don’t have a great deal in my pension pot, but I feel just as valued, just as important and just as cared for as I’m sure far bigger accounts would expect to feel. I’ve been a client of Barry’s for 10+ years, I trust him completely and wouldn’t consider going elsewhere.
Richard Glithero: I have been advised by John and Barry for over 15 years and I am very satisfied with the advice and service I continue to receive from them. They are straightforward and do not use jargon to explain their investment strategies and goals and I have always felt comfortable and relaxed with them. Barry is now my main contact and I appreciate his personal and tailored approach.
Rob Ainscough: Very capable, professional and a pleasure to deal with. Edgmoor have handled my financial portfolio since they were formed and I would have no hesitation in recommending them.
jennifer woodhead: I've Known my Financial Adviser Barry O'Neil almost 10 yrs now. Barry is the most wonderful person you could wish to have on board to look after your finances. My financial investment is really small fry in comparison to some of the larger investments Barry deals with but I know I am still treated with the utmost courtesy as everyone .If anyone is reading this review please be assured you will be in good hands with Edgmoor Financial Planners.
Chris: I have used Barry for some time now, he is very professional and dealings with him are always a delight.I would definitely recommend Edgmoor financial planners
dcholme: We have used Edgmoor since it started and wouldn’t consider any other financial advisors. They are extremely professional, friendly and deliver on what they promised.The regular portfolio reviews are informative, useful and explained in a manner that even a layman can understand.Most importantly, we are happy that our investments are being managed closely and outperforming the markets. Communication from the company is top-class.
Tracy Hill: I have dealt with Barry for quite a few years. He has always been very professional and approachable. I have recommended Edgmoor to friends and family, and will continue to do so.
Kirsty Thompson: I have had dealings with both John and Barry at Edgmoor and find them to be friendly, approachable, and also very knowledgeable. They take the time to understand their clients needs and objectives and put appropriate advice and recommendations together. I would have no hesitation in recommending Edgmoor Financial Planners. Keep up the good work!

9. CTH Financial Planning - Manchester

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· 25 reviews

7th Floor, Sunlight House, Quay St, Manchester M3 3JZ, United Kingdom

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10. Cheetham Jackson Ltd - Trafford

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· 16 reviews

184 Cross St, Sale, M33 7AG, United Kingdom

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11. Stratton Wealth Management - Manchester

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· 11 reviews

Imperial Court, 2 Exchange Quay, Manchester M5 3EB, United Kingdom

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12. LIFT-Financial Group - Trafford

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· 21 reviews

Century House, Regent Rd, Altrincham WA14 1RR, United Kingdom

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13. Cheshire Financial Advice - Stockport

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· 17 reviews

First Floor, 93 High St, Cheadle SK8 1AA, United Kingdom

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14. Cheetham Jackson Ltd - Bolton

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· 14 reviews

7 Chorley New Rd, Bolton, BL1 4QR, United Kingdom

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15. Promethean Finance - Trafford

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· 9 reviews

Dunham House, Cross St, Sale, M33 7HH, United Kingdom

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16. Kemp Barnes Financial Planning - Financial Adviser, Pensions & Investments - Salford

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· 15 reviews

14 Sunflower Meadow, Irlam, Manchester M44 6TD, United Kingdom

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17. HG Financial Planning - Stockport

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· 9 reviews

18 Cleveleys Ave, Heald Green, Cheshire, Cheadle SK8 3RH, United Kingdom

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18. Logic Wealth Planning - Rochdale

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· 23 reviews

Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, United Kingdom

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19. Depledge Strategic Wealth Management Ltd - Salford

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· 34 reviews

Warren Bruce Court, Warren Bruce Rd, Trafford Park, Manchester M17 1LB, United Kingdom

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20. Money Advice - Stockport

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· 195 reviews

Metropolitan House, Station Rd, Cheadle Hulme, Cheadle SK8 7BS, United Kingdom

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