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The Best Financial Advisors In Manchester
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Our two founders have many years’ experience of providing financial advisory services and have also worked in-house for one
of Manchester’s leading law firms.
During that time, they built up extensive expertise in dealing with clients who had suffered catastrophic injuries due to an accident or medical negligence.
They help many clients manage their finances post-divorce, also assisting in the implementation of pension sharing orders from the court. In addition, trustees who require an investment process that helps them meet their obligation under the Trustee Act also seek their advice.
The new pension freedoms have seen many lawyers and other professionals seek our services to help them plan their own retirements in a flexible and tax-efficient manner.
Our vision is to, first and foremost, give every single one of our clients a truly personal, bespoke and friendly financial planning service. The process we go through to deliver this can be found here.
We pride ourselves on becoming a trusted and personable advisor to each and every one of our clients. Our success in this area is demonstrated by the testimonials provided by our existing clients.
Edgmoor is a fully independent, Manchester based, financial advisory practice with an expertise in investment and pension planning. It currently advises on client assets of over £80,000,000.
Traditionally the firm has worked extensively with lawyers and their clients, but the services offered are open to everyone. We look forward to being able to help you plan for a secure and prosperous future.
Services
Office
Centurion House, 129 Deansgate, Manchester, M3 3WR
Located in the heart of the city, our highly qualified team of financial planners at Tilney in Manchester are on hand to give you expert advice. With a range of services including investment management, investment advice and financial planning, we can help with all aspects of your wealth management.
We will work with you to discover what your financial goals are and we aim to help you achieve them. At Tilney our investment professionals and financial planners help a wide range of people to achieve an equally wide range of goals and ambitions. Our financial planners spend their days helping people at all stages of life to make the most of their money and achieve their financial goals.
Successful investing takes time, knowledge and dedication – which is why so many people choose to invest with help from our experts. At Tilney we can manage your investments for you, or give you advice on all your investment decisions.
However much involvement you would like, you can rest assured that your money is in good hands. We have some of the UK’s most qualified and experienced investment professionals, and all of our services are underpinned by a disciplined, rigorous investment process.
Services
Office
21, Northern Assurance Bldg, 9 Albert Square, Princess St, Manchester M2 4DN, United Kingdom
Working with private clients and business owners, at Lionbridge Wealth Management, we understand that no two clients financial requirements are the same. That is why we take the time to get to know you and work closely with you on an ongoing basis to develop the best financial plan based on your individual circumstance and goals.
At Lionbridge Wealth Management we offer expert financial advice to private clients and business owners to help them achieve a secure and independent financial future. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognize that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
Services
Office
Sunlight House, Quay St, Manchester M3 3JZ, United Kingdom
Landmark Financial Planning Ltd
As with most things in life, creating a strategy to achieve our goals usually means there’s a higher probability of them being reached. It’s the same with financial planning.
The way we work is quite different from the way some independent Financial Advisers work; we always place you and your wishes at the heart of the solutions we recommend and the plans we create.
We take the time to listen before working closely with you to determine what it is you want out of life. We then craft a unique financial planning solution that will enable you to use your money to create the lifestyle you want.
We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.
Both our Financial Planners, Eric and Shelagh, have been rated highly by our clients on VouchedFor, an independent service that enables clients to review their professional advisers.
VouchedFor verifies that all client reviews are authentic; you can, therefore, be confident that the ratings received are a fair reflection of the quality of our work.
We believe that high-quality financial planning, delivered with integrity, makes a real difference in people’s lives. The way we work with our clients, our investment philosophy and our involvement in the community all reflect our commitment to a first-class service that is thoughtful, helpful and meaningful.
The value our clients receive comes from our thorough understanding of their individual circumstances. We will work with you to identify the outcomes you wish to achieve and, once we have done this, develop a strategy to provide the best solutions.
In today’s complex world of financial uncertainty, we follow proven investment principles when creating our clients’ portfolios. Our aim is to produce returns that meet our clients’ goals at an acceptable level of risk.
Office
3 Hardman Square, Spinningfields, Manchester, M3 3EB
We aim to break down the barriers to financial advice and look to deliver help to people from all walks of life. We are responsible and accountable for the financial advice we give and promote a culture of being truthful and honest. If we believe your finances are in the right place, we will tell you that for free.
Our business is built upon a strong foundation of developing and maintaining relationships with our clients, today and for the future. Putting you at the centre of everything we do allows us to deliver excellent customer service and satisfaction.
We know that financial products can be complicated. Not fully understanding the advice we give, could affect your ability to make confident financial decisions. Our advisers will always speak to you in plain English, leaving out all the financial jargon and make sure that you’re comfortable with the advice we are delivering.
Everyone has personal aims and goals when it comes to their money. We will always listen to your needs and deliver advice that’s personal to you. All of our teams and advisers are fully trained to a high professional standard. We never rest on our laurels, and continually look to develop our people and business practices.
We’re committed to going the extra mile, holding your needs and requirements at the centre of our trusted advice. Everybody is different, and the financial advice we deliver reflects that. We’re not a robotic advisory business, using a basic template to fit all. Our professional advice is always relevant, personalized and tailored to you.
Services
Office
Jactin house, 24 Hood St, Ancoats, Manchester M4 6WX, United Kingdom
Appleton Gerrard Private Wealth Management
As Chartered Financial Planners, our emphasis is on financial strategy and planning, a pro-active approach tailored to suit your individual circumstances and financial goals We use Lifetime Cash Flow Modelling to help you realise your ambitions and desires, leading to the appropriate financial Strategy and/or the financial Programme best suited to your needs. Our decisions and recommendations are client, not commission based, providing you with unbiased, impartial advice.
We will:
Specifically you can expect of us:
Interestingly, not only do our clients prefer our personalised approach, but so, too, do many professionals linked to the financial services industry such as solicitors and accountants. And, as well as offering independent financial planning and advice to individuals we also provide advice to business owners and their businesses. Visit “Some success stories” and “Some kind words” to see how.
Services
Office
82 King St, Manchester M2 4WQ, United Kingdom
Womens Financials – Independent Financial Adviser
“Investments” can be a scary word to a large amount of people. They feel that investments are only for the rich and wealthy, who can afford to take risks with the large amount of money they have. However, investments don’t have to be scary. Having an understanding of how your money is being invested, may help to relief some of your concerns.
Ensuring that you maximize the tax allowances that you are entitled to, by investing in the correct way. Bank accounts are offering the lowest historical interest rates of all time, giving very poor returns. You work so hard for your money, it is important to make sure that money works just as hard for you!
Well……… you work hard all your life, paying all the different types of taxes required, and just when you close your eyes to depart this world, wanting to pass your hard-earned assets onto your loved ones, the Government step in again and decide they want a slice.
The slice they want though is a rather large one. Any asset you own over the current Nil Rate Band of £ 325,000 2016/2017 is taxed at 40%. This is stated to be one of the most overpaid taxes in this country, and the one where there are options with.
Would you be happy for your family not to receive 40% of your hard work?? What do you want to do about it? This is something I can help with. Just by planning in advance you can avoid a good part of this tax.
Services
Office
Unnamed Road, Manchester M1 5JQ, United Kingdom
Embrace Financial Services – Manchester
Embrace Financial Services have financial advisers across the UK ready to give you clear and helpful advice as you search for the most suitable mortgage and protection products. With appointments available over the phone, and in person, finding the right products for you has never been easier.
Office
29-33 Whitworth St W, Manchester M1 5ND, United Kingdom
Pareto Financial Planning Limited is a Manchester based award-winning firm of Independent Financial Advisers (IFAs) founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them.
The company has enjoyed continuous growth and employs an expert team of over fifty. We work with a diverse range of clients from those new to financial planning, high net worth individuals and we provide employee benefits for over 500 companies.
We believe in the importance of financial planning and how we provide it. Pareto was founded in 2008 and has enjoyed continuous growth and now employs an expert team of over fifty.
From our Manchester City centre offices, our experienced and highly qualified financial advisers work alongside our technical and administrative teams. We use the latest systems to help ensure that we can always deliver the highest standards of service to our clients.
Pareto has over £795 million under influence on behalf of our clients. We work with a diverse range of clients from those new to financial planning all the way to experienced high net worth investors. We support corporate clients through out dedicated employee benefits team.
At Pareto we take our company values seriously and have taken a lot of time to ensure they run through our entire company to support the vision, shape the culture and reflect what our company stands for. They are what make our company one of a kind beyond the services we offer; we believe in what we do and say and stand by this.
Services
Office
The Avenue, Level 7,Tower 12, North, 18, 22 Bridge St, Manchester M3 3BZ, United Kingdom
Planning to ensure your future financial security or that of your family and business is one of the most important tasks you will undertake. Yet this can seem a daunting prospect, particularly in light of the significant number and increasing frequency of legislation and taxation changes being announced.
I have enjoyed a successful career within the financial services industry for over 16 years. Most recently I spent 11 years working for Lloyds TSB during which time I became a highly regarded adviser, building many long-standing client relationships along the way.
In 2013, I made the decision that in order to be able continue to provide the best possible service and advice to clients in the future, it was necessary to set up my own wealth management practice. Part of this process involved me accepting an invitation to become an Associate Partner Practice of St. James’s Place Wealth Management.
Services
Office
Sunlight House, Quay St, Manchester M3 3JZ, United Kingdom
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BEST FINANCIAL ADVISORS for your needs