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BEST RATED BURY, UK FINANCIAL SERVICES

3 Best Financial Services in Bury, UK

Expert-recommended Top 3 Financial Services in Bury, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Cheetham Jackson Ltd
3+ YEARS IN TBR
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CHEETHAM JACKSON LTD

(4.9 Score)
8 St Mary’s Place, Bury BL9 0DZ, UK Directions

Since 2009

Speciality:

✓ Retirement Planning ✓ Life Planning ✓ Protection and Insurance ✓ Intergenerational Planning ✓ Ethical Investing ✓ Long-Term Care ✓ Inheritance Tax Planning ✓ Saving for Children and Grandchildren ✓ Mortgages ✓ Legacy Planning ✓ ISAs ✓ Introduction to Pensions ✓ Maximising Allowances ✓ Personal Planning for Business Owners ✓ Business Protection ✓ Optimising Cashflow Management

“Cheetham Jackson Ltd believes that everyone deserves a financial planner they can trust to act in their best interests. Their vision is to empower clients. They never forget that it's your money being invested and your ambitions that you want to achieve; their purpose is to enable you to do so successfully. To them, successful financial planning is about providing a personal, tailored, proactive, long-term advisory service that creates a meaningful and beneficial relationship with their clients to achieve their aims. Cheetham Jackson Ltd now serves over 7000 clients from their network of 9 offices and through their remote services, helping them achieve their goals by advising on over £775 billion of their investments. They offer personalised, face-to-face, and truly independent financial advice to clients. If you'd like to learn more, please get in touch with their local Cheetham Jackson Ltd office. The firm also has offices in Clitheroe, Sale, Glossop, Chesterfield, Chorley, Ossett and Warrington.

2025 Update: They deliver value to clients not only through the provision of trusted advice in the areas of Retirement Planning, Pensions, ISAs, Investments, Protection and Tax Planning, but also through their ability to make the complex world of investing simple. You can contact them to book a meeting.”

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Registration 514951

Contact:

01257 239990

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Max Gallagher - FINANCIAL OPTIONS GROUP
Max Gallagher - FINANCIAL OPTIONS GROUP
Bury financial services Max Gallagher - FINANCIAL OPTIONS GROUP video
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MAX GALLAGHER

(4.8 Score)
FINANCIAL OPTIONS GROUP, Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN, UK Directions

Speciality:

✓ Financial Planning ✓ Lending and Tax Reporting ✓ Asset Allocation ✓ Family Office Retirement Planning ✓ Wealth Management ✓ Pensions and Investments ✓ Protection ✓ Corporate ✓ IHT and Estate Planning ✓ Mortgages ✓ Defined Benefit ✓ SIPP and SSAS ✓ Group Pension Scheme ✓ Group Private Medical Insurance ✓ Shareholder Agreements ✓ Business Continuity ✓ Group Risk ✓ Business Protection ✓ Cross Options Agreements ✓ Initial Review and Consultation ✓ Life Assurance ✓ Level Term Assurance ✓ Decreasing Term Assurance ✓ Critical Illness Cover ✓ Income Protection ✓ Private Medical Insurance ✓ Wills ✓ Trusts and Legacy Planning ✓ Lasting Power of Attorney ✓ Divorce and Dissolution

“2025 Update: Max Gallagher is a highly motivated adviser with sound professional nous. Max combines strong financial acumen with sharp analytical insight to develop tailored homeownership strategies and financial plans for their clients. He holds a Level 5 Higher Diploma in Business Management with Distinction from CMI, a Level 4 Diploma in Financial Advice (DipFA), a Level 4 Certificate in Discretionary Investment, and a Certificate in Mortgages and Protection (CeMAP) from the London Institute of Banking & Finance. The team provides award-winning financial advice and recommendations from a trusted source. They offer a distinguished, forward-thinking approach to wealth and financial strategy. With a fresh perspective and refined expertise, they provide bespoke advisory services tailored to those who demand more than the ordinary. Their clients value their discretion, sophistication, and ability to anticipate potential opportunities ahead of the curve. They combine modern strategy with timeless principles, delivering an elevated experience that inspires confidence and results.”

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Contact:

0161 764 9944

Mon-Fri: 9am - 5.30pm
Sat & Sun: Closed

TBR® Inspection Report:

Hunt Minas Financial Planning
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HUNT MINAS FINANCIAL PLANNING

(4.8 Score)
Europa House, Business Lodge, Barcroft Street, Bury BL9 5BT, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“2025 Update: Hunt Minas Financial Planning specialises in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Julian Hunt is the Director of the firm. Their advisers, who both carry the title of Chartered Financial Planner, have over 45 years' experience between them, offering bespoke financial solutions to their clients. They recognise that each of their clients is unique and, as such, deserves a bespoke service, tailored to their own financial needs and aspirations. They look after private clients, business directors/owners, trustees and charities. Hunt Minas Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). You can contact them to arrange a meeting.”

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Contact:

0161 763 8719

Mon-Fri: 9am-5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CHEETHAM JACKSON LTD REVIEWS

Only been with Cheetham Jackson for 15 months, but in the time I have been there I could not fault the service provided by the 2 advisors I have dealt with. Had another review with Nilam Parbat today and the information she gave was first class and made good suggestions to make my rapidly approaching retirement much more comfortable and stress-free. Very highly recommended.

I recently had the pleasure of working with Nilum who advised me on my pensions, and I couldn't be more satisfied with the experience. Nilum's expertise and clear communication made it easy to work with her. She took the time to thoroughly explain my options and tailored her advice to fit my specific needs and goals. I highly recommend Nilum to anyone seeking reliable and personalised pension advice.

Tom Lanigan from Cheetham Jackson in Bury has merged 2 pensions into one for me. From our first phone call to the present he has put me at ease in dealing with my finances. All my questions are answered quickly and clearly and I'm very happy to highly recommend the service he and his team supply. He puts all his advice across in an excellent manor resulting in a very happy client. Thanks Tom.

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MAX GALLAGHER REVIEWS

If you’re looking for a mortgage Max is the man to call. I found him Extremely Polite, helpful and professional. Max Found me a mortgage suitable and continued to update me with lower rates until it was time to purchase my property. Everything was explained in detail and I was always kept in the loop with any changes or progress which put my mind at ease. If I could give more than 5 stars I certainly would! Thank you Max for your help I will most definitely be recommending you to all my family and friends.

We wanted to take a moment to express our gratitude for the assistance that Max gave us throughout our mortgage process. Max’s expertise and clear communication made everything feel straightforward and manageable. He answered our queries promptly and his advice was transparent at every step. Thanks to Max we felt confident in our decisions and are excited about our new home.

Max was really helpful throughout the whole process of our mortgage application. He was quick to respond and always kept us in the loop. Highly recommend, thanks Max.

HUNT MINAS FINANCIAL PLANNING REVIEWS

On approaching retirement we were looking for ways on how to best manage our finances. Hunt Minas were highly recommended by friends who were already clients. We have used their services to manage our finances for a few years now and we are extremely happy with the services provided. Information is always to hand with recommendations on how to to achieve the best outcomes. Additionally contact is immediate and only a phone call away. Obviously they are backed by St James place and all one inferstructure that goes with it. George looking into our finances at the beginning allowed me to retire when I wanted and not be forced into continuing to work.

Working with Hunt Minas has been a real game-changer. George took the time to understand my goals and developed a personalised wealth management plan that’s given me complete peace of mind. Professional, trustworthy, and incredibly knowledgeable – I highly recommend their services to anyone seeking first-class financial advice.

George Minas of Hunt Minas Financial Planning is an excellent and trusted advisor. I am very pleased with the service and expertise. I highly recommend.

TBR® Inspection Score Report

CHEETHAM JACKSON LTD Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MAX GALLAGHER Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HUNT MINAS FINANCIAL PLANNING Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Review Analysis: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10
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