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BEST RATED MACCLESFIELD, UK FINANCIAL SERVICES

3 Best Financial Services in Macclesfield, UK

Expert-recommended Top 3 Financial Services in Macclesfield, 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!

JPB Financial Planning Ltd
JPB Financial Planning Ltd
6+ YEARS IN TBR
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JPB FINANCIAL PLANNING LTD

(4.8 Score)
11 Market Place, Macclesfield SK10 1EB, UK Directions

Since 2016

Speciality:

✓ Pension Planning and Pre-Retirement Advice ✓ Business Protection ✓ ‘At-Retirement’ Advice ✓ Investment Management ✓ Family Protection ✓ Tax and Estate Planning ✓ Long Term Care Planning

“JPB Financial Planning Ltd specialises in lifelong financial planning, investment management and retirement or pension advice. Phil Jones and Will Beighton are directors of JPB Financial Planning Ltd. The leadership team takes responsibility for the strategic and day-to-day management of the business. They specialise in all areas of financial planning and offer a bespoke service to each corporate client. They work with other companies, providing specialist support to their firm in tax, legal, risk assessment, compliance, investment management, and research. They have a dedicated team to access the market's leading technology and research systems. Their support team is responsible for handling all day-to-day queries with a hands-on approach.

2025 Update: JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). They maintain an in-house compliance team to safeguard their clients’ interests and uphold the highest standards in financial planning. Their Investment Committee meets quarterly to monitor portfolio performance and ensure that the financial planning strategies they recommend remain robust, up-to-date, and responsive to market conditions.”

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Registration 09703725

Contact:

01625 613940

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

TBR® Inspection Report:

G & K independent Financial Advisers
10+ YEARS IN TBR
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G & K INDEPENDENT FINANCIAL ADVISERS

(4.7 Score)
The Old Vicarage, 47 Ivy Lane, Macclesfield SK11 8NU, UK Directions

Since 1999

Speciality:

✓ Pensions (Company and Personal) ✓ Flexible Drawdown and Annuities ✓ Individual Savings Accounts (ISAs) ✓ Onshore and Offshore Investment Bonds ✓ Collective Investment Accounts ✓ Life Assurance ✓ Trusts ✓ Cashflow Forecasting/Modelling ✓ Asset Allocation Recommendation ✓ Financial Status Evaluation ✓ Data Collection

“G & K Independent Financial Advisers is owned by Antony Key, who has over 30 years of experience in financial services and a passion for helping his clients achieve their goals. The firm strives to provide clients with clear, jargon-free advice and to offer the highest service standards. The advisers provide clients with high-quality, independent guidance across several financial sectors.

2025 Update: G & K Independent Financial Advisers is a local company serving Macclesfield, the surrounding Cheshire & North Staffordshire areas. They have access to market-leading products from the most well-known and trusted financial institutions, including Quilter, Aegon, Aviva, James Hay, Prudential, Scottish Widows, Royal London, Fidelity, Standard Life, ReAssure and more. They have been successfully advising clients and their families for over 25 years in an ever-changing marketplace.”

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Contact:

01625 428791

Mon-Fri: 9:30am - 5pm
Sat: 9:30am - 12:30pm
Sun: Closed

TBR® Inspection Report:

Kavanagh & Associates Wealth Management
Kavanagh & Associates Wealth Management
Kavanagh & Associates Wealth Management
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KAVANAGH & ASSOCIATES WEALTH MANAGEMENT

(4.6 Score)
9 Church Street, Macclesfield SK11 6LB, 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 ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long-Term Care

“Kavanagh & Associates Wealth Management specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses in all aspects of financial planning. Paul Kavanagh is the principal of this firm and has over 25 years of experience in financial services, giving him an amazing breadth of knowledge of clients' circumstances and the ability to match the right solution to their needs. Jack Callaghan is the financial planner. Each plan is tailored to the individual client in question based on current Government legislation. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances. They offer a full range of expert advice and services across all areas of retirement planning. Whether you're looking to maximise your pension fund, you're nearing retirement yourself, or you're managing employee retirement, speak to them today.

2025 Update: They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. You can contact them to arrange a meeting.”

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Contact:

01625 380340 01606 538 111

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

TBR® Inspection Report:

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JPB FINANCIAL PLANNING LTD REVIEWS

Its been a very hard year to say the least. I lost both my parents within 6 months of each other. Having never been through this process it was very challenging. Powers of attorney, two probates, a Will, a house to clear and sell, Care home fees, funeral fees etc. At least i didnt have the added pressure of dealing with mum and dads assets and investments and what to do with them. Will Beighton was fantastic. We came up with a plan and nothing was too much trouble. He would always answer his phone and if he was in a meeting he would always get back to me. In times of AI and chatboxes it was great to speak to someone. Cant recommend JPB highly enough. Stephen West Yorkshire.

My experience of JPB Financial Planning has been excellent since we were first introduced a couple of years ago. Sound sensible advice given an a simple and informal way.

JPB Financial Planning are a highly professional company who are very responsive to their clients' needs. All the staff are friendly and approachable and go the extra mile to ensure excellent customer service. We have been clients since inception and recommend them without hesitation.

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G & K INDEPENDENT FINANCIAL ADVISERS REVIEWS

puts you completely at ease and is very easy to talk to, he gives the feeling that he is handling your money as he would his own.His suggestions are always relevant and he certainly never talked down to us as certain Bank advisers have done in the past. Any problem in our understanding of what was on offer were addressed and he had a full grasp of our requirements almost immediately,first and foremost he inspired confidence with his advice and product knowledge.

Very attentive, patient and gives a first class personal service. He answers questions clearly concisely and quickly and explains any issues in a straightforward way.

Antony is easy to talk to, acts with integrity and works efficiently.

KAVANAGH & ASSOCIATES WEALTH MANAGEMENT REVIEWS

thoroughly recommend Paul Kavanagh if you're looking for an honest, trustworthy financial adviser. Paul will offer you the best advice, clearly explained, and allow you all the time you need to consider which options, if any, you feel most comfortable with. You can feel confident meeting Paul, knowing you will be treated with respect, warmth and understanding.

Paul has looked after my pension for a good number of years, and more recently has also looked after my mum's finances too. His advice is always very clear – willing to explain everything and answer any questions but done so in a way that doesn't get buried in technical jargon and unnecessary detail. The customer service and approach of the whole team is excellent and I have no hesitation in recommending Kavanagh & Associates Wealth Management.

Paul has looked after my pensions since I started my business. He is fantastic and really helped. I have already referred him on to many of my clients and friends. Thank you very much.

TBR® Inspection Score Report

JPB FINANCIAL PLANNING LTD Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

G & K INDEPENDENT FINANCIAL ADVISERS Total Inspection Points: 113/120
Business Hours: 8
Complete Info: 8
Review Analysis: 8
Reviews Accuracy of : 9
Contact Info: 10
Emblem: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

KAVANAGH & ASSOCIATES WEALTH MANAGEMENT Total Inspection Points: 110/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Review Analysis: 8
Contact Info: 9
Reviews Accuracy of : 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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