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Trusted Financial Planners in Manchester
Top 4 Financial Planners Recommended by Trusted Sources
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Navigating the world of finance can be daunting, but finding the right guidance shouldn't be. Welcome to our definitive guide on the best financial planners in Manchester.
Whether you're planning for retirement, managing investments, or seeking advice on wealth management, our curated list connects you with top experts who are ready to help you achieve your financial goals. Dive in and discover trusted professionals dedicated to crafting personalised strategies that secure your financial future with confidence and clarity.
Eadon
Why choose this planner?
Eadon & Co Limited, based in Manchester, excels in guiding clients across the United Kingdom towards achieving their financial aspirations. This provider specialises in Pensions, Retirement Planning, Savings, Investments, and Mortgages, including Equity Release. Their approach is rooted in simplicity, focusing on clear and effective strategies tailored to individual goals....show more
Eadon & Co's expertise is backed by authorisation from the Financial Conduct Authority, ensuring trusted and regulated services. Known for their personalised attention and comprehensive financial solutions, they stand out as a leading choice for those seeking expert advice and support in managing and growing their financial portfolio.
Service Highlights
- Pensions
- Retirement
- Investments
- Mortgages
Verified Source
Prestfield Wealth
Why choose this planner?
Prestfield Wealth Management, based in Manchester, UK, is a distinguished provider of financial planning services, renowned for their tailored approach to wealth management. This provider excels in crafting bespoke financial strategies that align with individual goals and aspirations, ensuring clients achieve financial security and growth....show more
Their services include investment management, retirement planning, tax efficiency strategies, and estate planning, all delivered with a commitment to excellence and integrity.
Prestfield Wealth Management stands out in the industry due to their deep expertise, personalised service, and dedication to delivering clear, actionable advice. Clients trust this provider to navigate the complexities of financial planning with precision and care.
Service Highlights
- Investment Management
- Retirement Planning
- Tax Strategies
- Estate Planning
Verified Source
Platinum IFS
Why choose this planner?
Platinum IFS, a distinguished financial advisory firm based in Cheshire, has been empowering individuals and businesses to achieve their financial aspirations for nearly 25 years....show more
Specialising in pensions, investments, mortgages, and protection, their services are renowned for clarity and simplicity, free from confusing jargon. This provider places clients at the forefront, ensuring tailored guidance that resonates with individual needs.
With a commitment to excellence, Platinum IFS offers a complimentary, no-obligation initial consultation, setting them apart as a trusted partner in financial planning. Their expert team’s dedication and extensive industry knowledge make them a preferred choice for sound financial advice.
Service Highlights
- Financial Planning
- Investments
- Mortgages
- Pensions
Verified Source
Money & Mortgages
Why choose this planner?
Money & Mortgages UK stands as a beacon of excellence in the financial services industry, offering award-winning guidance tailored to individual needs. With over 20 years of expertise, this provider specialises in financial planning, mortgage brokerage, insurance solutions, and equity release....show more
Their team comprises highly qualified professionals, including Chartered Financial Planners and Fellows of the Personal Financial Society, ensuring top-tier advice.
Utilising advanced cashflow modelling technology, they create comprehensive financial plans, helping clients secure their futures. Known for treating customers fairly and delivering personalised service, Money & Mortgages UK is the trusted choice for achieving financial goals with confidence.
Service Highlights
- Financial Planning
- Mortgage Brokerage
- Insurance
- Equity Release
Verified Source
About Financial Planners
Frequently Asked Questions
What is the average cost of hiring a Financial Planner?
The cost of hiring Financial Planners in Manchester can vary depending on the complexity of your needs and the planner's experience. Typically, fees can range from £500 to £5,000 annually or an hourly rate between £100 and £300.
Some planners might also charge a percentage of assets under management. It's important to discuss fee structures upfront to ensure transparency and find a planner that fits your budget.
What are the key benefits of using Financial Planners?
Engaging with Financial Planners offers numerous benefits such as personalised financial advice, strategic investment guidance, risk management solutions, and peace of mind knowing your finances are being managed professionally.
They help you stay organised financially, make informed decisions, optimise tax efficiency, and ultimately support you in achieving both short-term needs and long-term financial goals.
How do I choose the right Financial Planner for me?
Choosing the right Financial Planner involves assessing their qualifications, experience, and reputation. Look for planners who hold relevant certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
Consider seeking recommendations from trusted sources or reading online reviews. It’s also crucial to ensure they understand your specific needs by having an initial consultation before making any commitments.
What qualities should I look for in a Financial Planner?
When selecting a Financial Planner in Manchester, look for qualities such as trustworthiness, excellent communication skills, analytical thinking, and a proven track record of success with clients similar to yourself.
A good planner should be transparent about their fees and have a fiduciary duty—meaning they are legally obligated to act in your best interest at all times.
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