Best Financial Advisors in Macclesfield

“Always friendly and professional service. I have dealt with both Paul and Tracey on different matters. They demonstrate a good understanding of the product offerings and how they relate to my investment needs (which have flourished over the years ).”

“I've been in debt now more years then I can remember and always managed it myself as I always found the alternatives a little daunting to comprehend and I have to say Debt Saving Solutions have been fantastic. They've helped me and explained everythi...”

“We have been offering Independent Financial Advice for over 40 years. Under the umbrella of Josolyne & Co we have worked closely and built lasting relationships with not only individuals but also medical professionals, businesses and their employees....”

“We advise on a broad range of financial matters, specialising in pensions, investments, and pre and post retirement planning. Our clients are builders, engineers, graphic designers, pensioners - not fat cats and millionaires.”

“I have worked with Richard at Capstone since early 2017, after setting up my own businesses. He supported me with pensions and financial planning as well as much needed advice around wills/trust options for my parents for the future. I wouldn't hes...”

“Myself and my partner have just purchased our first home, Vicky and Tom have been super helpful throughout the process, proactively chasing and checking in. Craig was also on hand to assist with relevant protections to ensure myself and my partner ar...”

“First Class Service.. Ramzy looks after his clients by making full use of his knowledge and years of experience. He responds in a very good timely manner to any requests we put to him. We have known him since he worked for the Brittania approaching 2...”

“My first experience of using a financial advisor has been with Rob Angel at TPD. I can't thank him enough for his professionalism, guidance and reassurance while taking my husband and I through a journey to sort our pensions and financial commitments...”

“Richard Clayton, came to advise me on the status of my pension and ways t to improve its performance. I'm very happy with his advice and recommendations. Would highly recommend him for his knowledge and clear uncomplicated explanations of the best ...”

“When starting out in 2005 we knew we needed expert financial help so we turned to Chris Wrighton at Harold Sharp. His team is first class and so we've never looked back – we've been working together for over 15 years. We use them for the full b...”

“Fantastic from start to finish, Special mention to Sam Banks, He has gone above and beyond from start to finish!”

“Back in April, I made an email enquiry with Apogee to deal with some family financial affairs. Following my initial enquiry, i was quickly contacted by a Director, Simon, who quickly assessed my needs. He referred me to Stephen Davies who dealt with ...”

“Tony and his team at A&M have provided the very best, truly independent financial advice that's tailed to their customers needs. I'd recommend anybody who want independent advise from somebody who really cares about their clients to speak with Tony”

“We dealt with Sveta at HavenGSL regarding our re-mortgage. She was brilliant! Patiently talked us through all our options, submitted the application for us and kept us up to date throughout the process. Very professional, focused and friendly service...”

“The advice received through discussions and reading the excellent book, and the regular posts of tips and hints, enabled us to obtain CHC funding for my Father in Law. This allowed him to remain at home for the last 18 months, with 24 hour live in c...”

“Very reliable advice and service. They thoroughly review your needs and give personalised recommendations. You get a personal, on-line, portal to monitor your investments, documents and communications.Very professional, helpful and courteous company ...”

“Can't recommend Martin, Keisi and the team highly enough. From the initial phone call, through to receiving our 1st R+D payment...the guys at Access 2 Funding took total control and organised everything for us. We simply gave them the information r...”

“I spoke to Rob who was very polite and friendly, he made me feel comfortable talking about my situation. He made sure I understood everything and took his time also to help deal with my case. He would ask me if there's anything I don't understand or ...”