Top 7 Best Financial Consultants in Manchester

Manchester is a bustling hub of business and finance, offering a wealth of opportunities for individuals and companies alike. Navigating the complex world of finance requires expertise, and that’s where the top 7 best Financial Consultants in Manchester come in. Whether you’re seeking advice on personal investments or need strategic planning for your business, these professionals provide invaluable support to help you achieve your financial goals.

Here’s a glimpse of the services you can expect from a Financial Consultant in Manchester:

Investment Planning: Tailoring investment strategies to meet your risk tolerance and financial objectives.
Retirement Planning: Ensuring you have a secure and comfortable retirement through effective financial strategies.
Tax Optimization: Strategies to minimize tax liabilities and maximize returns.
Wealth Management: Comprehensive management of assets to grow and protect wealth.
Estate Planning: Assistance in planning the distribution of your estate in a tax-efficient manner.
Risk Management: Identifying and mitigating financial risks through insurance and other tools.

When choosing a Financial Consultant, consider the following aspects:

Experience: Look for consultants with a proven track record in the industry.
Credentials: Ensure they hold relevant qualifications and certifications.
Fees: Understand their pricing structure, which can range from hourly rates to a percentage of assets managed.
Client Reviews: Research client testimonials and reviews to gauge satisfaction.

With the right guidance, you can make informed decisions and secure your financial future. Explore the top 7 best Financial Consultants in Manchester to find the perfect match for your needs.

1. Debt Support Service
2. Dfh Financial Solutions
3. Hussaria Group

4. Prestfield Wealth Management
5. Kemp Barnes Financial Planning
6. Athelis Financial
7. Prestfield Wealth Management UK Ltd

Number of companies

1743

Verified reviews

4,87

Average rating

+448009788495

1. Debt Support Service

★ ★ ★ ★ ★ 4,9/5

8 Exchange Quay, M5 3EJ, Manchester

Financial consultant

Why we chose them

Debt Support Service is a leading debt management agency in the UK, established in 2009 and renowned for providing ethical and jargon-free financial consultancy. They specialize in creating tailored debt management plans to help individuals break free from financial burdens. With years of experience and a commitment to offering quality advice, the company is well-placed to find suitable solutions for those facing financial difficulties. Their services are authorized and regulated by the Financial Conduct Authority (FCA), ensuring clients receive trustworthy and reliable support.

The company emphasizes personalized service, understanding that financial challenges vary greatly among individuals. Their dedicated team of debt advisers works closely with clients to assess their unique situations, discussing income, expenses, and debts to recommend the most appropriate solutions. Offering a range of options, including Debt Management Plans, Individual Voluntary Arrangements, and bankruptcy support, they ensure that each plan is tailored to meet specific needs. With a track record of helping thousands of customers, Debt Support Service stands out for its compassionate approach and commitment to guiding clients through every step of the debt resolution process.

+441612286055

2. Dfh Financial Solutions

★ ★ ★ ★ ★ 4,2/5

Bridgewater House, 58-60 Whitworth St, M1 6LT, Manchester

Financial institution
Financial consultant

Why we chose them

DFH Financial Solutions stands out as a trusted financial institution and consultant, known for its commitment to delivering exceptional customer service. Specializing in free debt counseling, debt adjusting, and providing credit information services, they aim to help clients manage their financial situations effectively. As a part of Bridgewater Support Solutions Ltd, the company operates under the stringent regulations of the Financial Conduct Authority, ensuring that all guidance and advice are aligned with the UK’s regulatory framework. Their services are designed to assist clients through changing financial circumstances, offering support such as annual reviews and flexible payment methods.

Customers of DFH Financial Solutions benefit from a comprehensive support system, including a 24-hour payment line and live chat options, emphasizing their dedication to accessibility and client satisfaction. They collaborate with MoneyHelper, a government service, to enhance their offerings, providing clients with resources to make informed financial decisions. Registered in England and Wales, the firm prioritizes transparency and customer protection, with mechanisms like the Financial Services Compensation Scheme and the Financial Ombudsman Service to address any unresolved issues. This commitment to reliability and customer-centric service is why they are featured in our directory.

+441614783210

3. Hussaria Group

★ ★ ★ ★ ★ 5,0/5

4th Floor, Sentinel House, Albert St, M30 0SS, Manchester

Mortgage broker
Business to business service
Credit counseling service
Financial planner
Home insurance agency
Life insurance agency

Why we chose them

Hussaria Group – Your Mortgage & Insurance Broker is a leading provider of expert financial solutions, specializing in mortgages and insurance. With a dedicated team of professionals, they simplify complex processes and offer personalized strategies tailored to individual goals. The company is renowned for its access to top lenders and providers, ensuring competitive rates and comprehensive coverage for clients. Their services include mortgage brokering, business-to-business services, credit counseling, financial planning, and both home and life insurance. Trusted for their exceptional service and expertise, Hussaria Group is committed to guiding clients every step of the way towards financial success.

Currently, the company is enhancing its digital presence, with a new website on the horizon that promises greater convenience and updated information about their services. Despite the ongoing website updates, Hussaria Group maintains open lines of communication through phone, email, and social media. Fully authorized and regulated by the Financial Conduct Authority, they emphasize reliability and transparency. The company’s commitment to exceptional customer service and a comprehensive suite of financial solutions makes it a standout choice in the mortgage and insurance sectors.

+441615073398

4. Prestfield Wealth Management

★ ★ ★ ★ ★ 5,0/5

430 Bury New Rd, M25 1BD, Manchester

Financial planner

Why we chose them

Prestfield Wealth Management – Financial Advisers, Pensions & Investments stands out in the financial services sector with its client-centered approach to wealth management. Specializing in a wide array of services, including investment planning, retirement planning, and protection planning, the company is dedicated to helping both individuals and businesses navigate the complexities of financial growth and preservation. Their team, known for being approachable and friendly, ensures that clients receive personalized advice tailored to their unique financial goals, avoiding ‘off the shelf’ solutions. This commitment to bespoke financial guidance is a testament to why they are an esteemed choice for those seeking comprehensive financial planning services.

The company’s affiliation with St. James’s Place Wealth Management plc underscores its credibility and regulatory compliance, providing clients with peace of mind through its association with a respected group. Prestfield Wealth Management also excels in specialist advice, catering to diverse clientele including medical professionals, business owners, and sports professionals. Their focus on intergenerational wealth management and corporate services further highlights their versatility and expertise. By putting clients at the heart of their operations, they effectively alleviate the frustrations often associated with financial planning, making them a valuable addition to our directory.

+441612640397

5. Kemp Barnes Financial Planning

★ ★ ★ ★ ★ 5,0/5

14 Sunflower Mdw, M44 6TD, Manchester

Financial planner

Why we chose them

Kemp Barnes Financial Planning stands out as a premier financial advisory firm based in Manchester, offering a comprehensive range of services designed to help clients build, manage, and protect their wealth. With over 30 years of experience, the practice is led by Philip Anthony Kemp, who has a deep commitment to providing high-quality, trusted advice. The firm specializes in investment planning, retirement planning, protection planning, and corporate services, among other offerings. By focusing on creating bespoke financial strategies tailored to individual needs, the company ensures that clients achieve financial peace of mind. Their approach emphasizes face-to-face advisory services, fostering long-lasting relationships built on strong family values and a commitment to excellence.

Known for its award-winning service, the firm has been recognized by both industry and clients alike. They take pride in their ability to simplify complex financial matters, making it easier for clients to make informed decisions. Additionally, Kemp Barnes Financial Planning offers specialized services such as mortgages, specialist banking, and intergenerational wealth management, supported by a network of professional specialists for more intricate needs like Will writing and tax management. By maintaining an ongoing advice service, they ensure that clients’ plans remain on track, adapting to any changes in circumstances, which helps build a true partnership for life.

6. Athelis Financial

★ ★ ★ ★ ★ 5,0/5

4th Floor, 3 Hardman Square, M3 3EB, Manchester

Financial planner

Why we chose them

Athelis Financial stands out in the financial advisory landscape of the North of England by offering bespoke, face-to-face financial guidance to individuals, trustees, and businesses. Specializing in a comprehensive range of financial planning services, the company is dedicated to building long-term relationships with its clients, ensuring that each financial strategy is tailored to meet unique goals and needs. With a focus on wealth management, Athelis Financial helps clients navigate investment planning, retirement planning, protection planning, and intergenerational wealth management, making it a go-to resource for those looking to build, grow, protect, or preserve their wealth.

Recognized as a Partner Practice of St. James’s Place Wealth Management, Athelis Financial is committed to maintaining high standards of quality and trust. Their services are designed to alleviate financial frustrations and complexities by providing expert advice and insights. They cater to a diverse clientele, including business owners, professional partnerships, senior corporate executives, and sports professionals, ensuring that each client receives personalized and effective financial strategies. This dedication to exceptional service makes Athelis Financial a valuable addition to our company directory.

+441615073398

7. Prestfield Wealth Management UK Ltd

★ ★ ★ ★ ★ 5,0/5

210 Folly Ln, M27 0DD, Manchester

Financial planner

Why we chose them

Prestfield Wealth Management stands out for its comprehensive approach to financial planning, catering to both personal and business clients. With a focus on building, growing, protecting, and preserving wealth, the company’s friendly team of advisers ensures that each client receives tailored solutions. Their expertise spans a wide array of services, including investment management, retirement planning, protection planning, and corporate services. By placing clients at the heart of their operations, they deliver high-quality advice that aligns with individual financial goals, making them a noteworthy addition to our directory.

Specializing in wealth management, the firm is an Appointed Representative of St. James’s Place Wealth Management plc, ensuring that their advice is both authoritative and regulated. Their services also extend to specialist advice for medical professionals, business owners, sports professionals, and private clients, showcasing their versatility and commitment to diverse financial needs. With a reputation for excellence and a client-centric approach, they effectively alleviate the frustrations often associated with financial planning, offering a truly personalized experience.

FAQs

What services do financial consultants in Manchester typically offer?

Financial consultants in Manchester typically offer services such as investment planning, retirement planning, tax optimization, wealth management, estate planning, and risk management.

How much do financial consulting services cost in Manchester?

The cost of financial consulting services in Manchester can vary widely. Hourly rates typically range from €100 to €300, while asset management fees might be around 0.5% to 2% of the assets managed annually.

How do I choose the best financial consultant for my needs?

To choose the best financial consultant, consider their experience, credentials, fee structure, and client reviews. It's important to find someone who understands your financial goals and has a proven track record.

What qualifications should a financial consultant have in Manchester?

A reputable financial consultant in Manchester should have relevant qualifications such as a degree in finance or economics, and certifications like CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner).

How long does it take to see results from financial consulting?

The timeline for seeing results from financial consulting varies depending on your goals. For short-term objectives like tax optimization, results can be seen in a year. Long-term goals such as retirement planning may take several years.

Can financial consultants help with tax planning in Manchester?

Yes, financial consultants can assist with tax planning by developing strategies to minimize tax liabilities and maximize returns, ensuring compliance with local tax laws.

What should I bring to my first meeting with a financial consultant?

For your first meeting with a financial consultant, bring financial documents such as bank statements, investment accounts, tax returns, and details of any debts. This information helps them understand your financial situation.

Is it better to pay a financial consultant hourly or a percentage of assets managed?

The choice between paying hourly or a percentage of assets managed depends on your financial situation. Hourly fees might be better for specific advice, while a percentage fee is common for ongoing wealth management.