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The 5 Best Financial Planners in Manchester

The 5 Best Financial Planners in Manchester

How We Picked 

Portfolio – A good financial planner should have a record of previous projects and satisfied clients. We reviewed their past work as this is an indicator of what their performance would be.
Background – We also checked the educational and professional credentials of the team members for each entry that made it to this list.
Customer Service – Since the financial planners will work with you as you achieve your financial goals, they should be professional, knowledgeable, and approachable. 
Rates – Lastly, we checked how much each of their services would cost you and evaluated if each one was worth it.

1. Edgmoor Financial Planners

Edgmoor Financial Planners' Homepage

Services: Investment

Pension

Trustee Advice

Disputes Advice

Tax

Protection

Website: https://www.edgmoor.co.uk/

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

Contact Details: +44 161 214 7926

Operating Hours: Monday to Friday: 9:00 AM–5:00 PM

Google Reviews Score 5/5
Score Consistency 5/5
Portfolio 5/5
Background 5/5
Customer Service4/5
Rates5/5

Pros

  • Wide range of services
  • Good with investment and pension planning
  • Has a collaborative approach
  • Reliable customer service
  • Competent financial planners

Cons

  • Slow response time

We like Edgmoor Financial Planners because of their wide range of services. They also have clientele from all walks of life, advising on assets amounting to around £80,000,000.

If you are looking for someone to help you with investment and pension planning, we highly recommend them. According to their clients, they have expertise in these two aspects and can guide you to the right path.

Speaking of their customers, we noted that they are also happy with how the company treats them. One of them shared that they appreciated the collaborative approach of the representatives.

For those not well-versed with financial terms yet, we think you will be comfortable with Edgmoor Financial Planners. According to our research, they are also patient in simplifying complex financial concepts to their clients whenever needed.

When it comes to the credentials of their team, they have highly-trained people on board. You will be at ease knowing that their director, John Cotton, has over 25 years of experience as a qualified financial adviser.

Overall, we are sure they can provide a steady and competent service. Just be patient while waiting for a reply from them because there have been reports where they have a slow response time.

2. Athelis Financial

Athelis Financial' Homepage

Services: Advice and Services

Investment Planning

Retirement Planning

Protection Planning

Corporate Services

Banking and Mortgages

Other Services

Website: https://athelisfinancial.co.uk/

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

Contact Details: +44 161 235 1786

Operating Hours: Monday to Friday: 9:00 AM–5:30 PM

Google Reviews Score 5/5
Facebook Reviews Score 5/5
Total Reviews5/5
Score Consistency 5/5
Portfolio 5/5
Background 5/5
Customer Service5/5
Rates4/5

Pros

  • Offers face-to-face financial planning
  • Competent team members
  • Quick response time
  • Able to customize services

Cons

  • More expensive compared to other financial planners

At the age of online consultations, Athelis Financial offers face-to-face financial planning. We think this makes them an excellent choice for those not keen on virtual meetings.

Their director, Callum Hassan, is affiliated with St. James’s Place. We find this impressive as this is one of the UK’s most prominent wealth management organizations.

Regarding the other financial planners, we are delighted to learn that each one is designated an assistant. This setup allows them to respond promptly to inquiries and concerns from prospective and existing clients. 

As for their services, the most popular one is their assistance regarding mortgages. Here, they keep their clients’ homes from repossession through careful planning of finances, ensuring that mortgage payments are always on time.

Aside from this, they also offer their professional advice to business owners. Through this, they guide their client in managing their personal and business financial situation.

Despite having specific services in place, what makes them stand out to us is that they can adjust to the particular needs of their clients.

Overall, we believe they are a competent team who can lead you to financial success. However, such a service comes with a high cost.

As shared by one of their clients, Athelis Financial charges more than the other companies on this list. 

3. Adroit Financial Planning

Adroit Financial Planning' Homepage

Services: Investment Services

Expert Witness Services

Financial Planning Services

Website: https://www.adroitfp.co.uk/

Address: 58 Mosley St, Manchester M2 3HZ, United Kingdom

Contact Details: +44 800 884 0006

Google Reviews Score 5/5
Facebook Reviews Score 5/5
Total Reviews5/5
Score Consistency 5/5
Portfolio 5/5
Background 5/5
Customer Service4/5
Rates5/5

Pros

  • Has seasoned financial planners
  • Has a customer portal on their website
  • Wide range of services
  • Offers investment market updates

Cons

  • Slow response time through email and online communication

What sets Adroit Financial Planning apart is their team members. For instance, their senior financial consultant, Neil Jefferies, has been in the financial industry since 1986.

Because of the high-calibre people on the team, we believe that Adroit is a leading option for those who are looking for seasoned financial planners. We also think they would work well with those with complex needs due to their experience.

On top of this, we also like that each client gets access to their online customer portal. Here, you can easily track your financial status and have an overview of your wealth management updates.

We also like that they have a wide range of services. So, for example, aside from the usual consultation packages, they also offer expert witness services.

This service means that they can testify in court and share their expertise in the field during litigation processes, including personal injury and divorce cases.

They also offer regular investment market updates. We applaud this effort since it will allow their clients to look at the stock market’s current situation and make appropriate decisions in their investments.

It has been proven that they can provide great financial planning services, and we think they will also work well with you if you hire them. But unfortunately, it may take them a while to respond through email or online inquiry.

Luckily, their phone support is active. With this, we suggest that you call them instead.

4. McGarvey Jones Financial Planning

McGarvey Jones Financial Planning' Homepage

Services: Holistic Financial Planning

Investment Planning

Retirement Strategies And Solutions

Estate Planning

Intergenerational Planning

Legacy Planning

Other Services

Website: https://www.mcgarveyjones.co.uk/

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

Contact Details: +44 161 835 9627 

Operating Hours: Monday to Friday: 8:00 AM–6:00 PM

Google Reviews Score 5/5
Score Consistency 5/5
Portfolio 5/5
Background 5/5
Customer Service4/5
Rates5/5

Pros

  • Good for long-term clients
  • Impressive affiliations
  • Offers compassionate approach to financial planning
  • Flexible services

Cons

  • Slow response time to prospective clients

Most McGarvey Jones Financial Planning clients have worked with them for decades because of their long-term planning expertise. Therefore, if you are looking for someone to sort your financial situation out in the long run, you should consider them.

We also like that they are backed by James’s Place Wealth Management, a prominent wealth management organization in the country. This affiliation means that they uphold the highest standards regarding financial planning.

We also like that this high standard in their customer service as well. When we interviewed their clients, they shared that they are very happy with the professionalism of the company.

On top of this, they also shared that the company is compassionate. Here, they take the time to understand their clients’ motivation regarding their financial decision.

Since they take the specific circumstance of individuals in their financial advice, we think that they will work well with those with complex personal issues that affect their finances.

In line with this, they are also very flexible in conducting their business. Depending on your preference, you may meet with them face-to-face or online.

The only concern we have about McGarvey Jones Financial Planning is that they can sometimes take a while to respond to their possible clients. With this, we suggest you book an appointment for the initial meeting in advance.

5. Old Royle Wealth Management

Old Royle Wealth Management' Homepage

Services: Pension

Investment

Life Insurance

Website: https://www.oldroyle.co.uk/

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

Contact Details: +44 161 641 9715

Operating Hours: Monday to Friday:9:00 AM–5:00 PM

Google Reviews Score 5/5
Score Consistency 5/5
Portfolio 5/5
Background 5/5
Customer Service4/5
Rates5/5

Pros

  • Offers comprehensive financial planning techniques
  • Responds quickly to inquiries
  • Delivers a straightforward approach
  • Offers free financial resources on their website

Cons

  • Requires a minimum amount of assets for certain services

Old Royle Wealth Management is known for their comprehensive financial planning techniques. Here, they will guide you in all aspects of your finances, which includes insurance, investment, and pension.

We also like that they have clients who have been with them for many years. As such, we think this high level of client retention only shows that they can provide steady and commendable services.

Their excellent service was further proven when their clients mentioned that they provide steady customer support. They are always quick and knowledgable in responding to inquiries.

On top of this, we also gathered that their representatives are straightforward and honest regarding their assessments and advice. Therefore, we conclude they will work well with no-nonsense clients who want swift resolutions to their concerns.

Also, we are happy to share that they also have free financial resources on their website. Here, they have financial calculators that you can use to compute mortgage repayment, loan repayment, inheritance tax, and more.

Unfortunately, you would need a certain amount of assets to avail of some of their services. For example, you would need at least £150,000 of investable assets to qualify as a suitable client for their investment management services.

FAQs about Financial Planners in Manchester

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