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BEST RATED MANCHESTER, UK FINANCIAL SERVICES

3 Best Financial Services in Manchester, UK

Expert-recommended Top 3 Financial Services in Manchester, 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!

Hilltop Financial Planning
Hilltop Financial Planning
Hilltop Financial Planning
Manchester financial services Hilltop Financial Planning video
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HILLTOP FINANCIAL PLANNING

(4.8 Score)
3 Fabrica, 269 Great Ancoats Street, Ancoats, Manchester M4 7DB, UK Directions

Since 2018

Speciality:

✓ Pensions ✓ Retirement Planning ✓ Pension Drawdown ✓ Pension Annuity ✓ Pension Consolidation ✓ Pension Performance ✓ Pension Transfers ✓ Cashing in a Pension ✓ Investment Advice

“Hilltop Financial Planning aims to deliver traditional financial advice in a non-traditional way. By working for your future, they aim to look after you and your finances for many years. As a business, Hilltop is always looking to grow and add more services to provide the best advice and guidance, no matter your life stage. The team at Hilltop specialises in delivering a brighter future. Their pension specialists advise clients on how their pensions are performing and whether they will provide the desired retirement. You don’t need to visit an office or wait for an adviser to visit your home; they offer telephone or video call appointments early in the morning, during lunch breaks, or in the evening.

2025 Update: Their in-house team of over 50 fully trained professionals, including independent financial advisers, paraplanners and a financial compliance team, are here to provide the very best advice through their secure technology-led service. They manage over £340 million in funds for their clients. They are fully authorised and regulated by the Financial Conduct Authority.”

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Registration ZA159519

Contact:

161 413 7051

Tue-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat-Mon: Closed

TBR® Inspection Report:

Prestfield Wealth Management
Prestfield Wealth Management
Prestfield Wealth Management
Manchester financial services Prestfield Wealth Management video
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PRESTFIELD WEALTH MANAGEMENT

(4.8 Score)
2nd Floor, Lowry Mill, Lees Street, Swinton, Manchester M27 6DB, UK Directions

Since 1999

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 ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Corporate Planning

“Prestfield Wealth Management is owned by Liam Hunt. The team at Prestfield Wealth Management takes away the frustrations of financial planning. Their approachable, friendly team of advisers offers personal and business financial planning. Putting clients firmly at the heart of everything they do at Prestfield Wealth Management enables them to run a client-focused business. In their experience, all clients are different, and they ensure that they understand your personal or business objectives and deliver solutions that are right for you. Clients are encouraged to visit both offices for constructive discussions regarding their financial needs.

2025 Update: Their team of professionals now has over 110 years of financial services experience in this field. They specialise in providing tailored financial solutions for individuals, families, and businesses. They offer a distinctive blend of traditional values and contemporary financial strategies.”

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Contact:

161 507 3398

Mon-Fri: 9:30 - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Compass Financial
Compass Financial
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COMPASS FINANCIAL

(4.8 Score)
Building One, Manchester Green, 333 Styal Road, Manchester M22 5LW, UK Directions

Since 2009

Speciality:

✓ Retirement ✓ Investment ✓ Tax ✓ Savings ✓ Insurance

“Compass Financial is led by Managing Director Tom Perry. Compass Financial's team understands that no two clients or their circumstances are the same, so they provide tailored personal service and advice on investments, retirement planning, and wealth management. Backed by decades of experience and a strong management team, they've developed working methods that build trust with their clients. Their forward-thinking approach means they anticipate issues before their clients do. Their commitment to service ensures clients never need to ask twice for advice or support. They continually challenge themselves to improve their business and the services they offer. They offer a free initial consultation to their clients.

2025 Update: The firm has 16 years of experience in this field. Compass Financial has 28 team members and 2,300 clients. The team has over 150 years of experience in the financial services industry.”

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Registration 06894163

Contact:

0330 2020128

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

TBR® Inspection Report:

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HILLTOP FINANCIAL PLANNING REVIEWS

I was advised from my pension company that things wasn’t going to well and that it maybe useful to talk to Hilltop financial planning, with this in mind I did .That is possibly the best piece of advice I was ever given , from day one so friendly and backed up with a wealth of knowledge too. Always there to talk and explain everything, a fee was paid to transfer all my pension funds across which at the time seemed a lot but how I have reaped the rewards I am now retiring one year earlier, with all funds in place and far better off than I ever thought I would be .Thank you Hilltop and thanks to Tom my advisor who is so friendly he couldn’t have been more helpful, and is always there to help and advise on future issues.

I was so confused by my pension but after going on the government website i sent a message asking for information and hilltop financial planning got in touch His name was James Howat, straight away he put me at ease explained everything and never made me feel stupid if I didn't understand anything When my pensionwas transferred he emailed to see when he could ring me I gave a time but then someone tried to attack my daughter at work and I was in a state I still had my grandson so I emailed James apologising and asked if we could change it It wasn't a problem and he emailed back saying that he hoped my daughter was OK and not hurt and he hoped I was ok too as I was worried ,that made me feel better to be honest more than anything He rang the next day as arranged and first thing he asked was if my daughter was ok and myself too. After everything was sorted he talked me through every step of my pension transferring over and when finished he said I could ring or email at any time which I ended up doing today because I had forgotten something he had told me . This man is a credit to your company and a lovely caring person . Thank you James.

Really recommend this company , James was very helpful and helped me with my pension options. He was polite and patient and talked me through all the ins and outs .

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PRESTFIELD WEALTH MANAGEMENT REVIEWS

Excellent service from Vinnie, Dan, and the whole wider team at Prestfield. Recently needed some advice and they were extremely helpful, professional, and genuinely friendly. Kept me informed and answered emails and calls in a very quick turnaround along with sticking to appointment times which for me is a very important thing. If you need advice and want a team to break things down to you so you can see the bigger picture, I would not hesitate in contacting this company.

Excellent service - both professional and personal. Whether you drop in for a coffee or are having a full financial review, the team are friendly, charming and highly skilled. The advice I have received here over the years has dramatically improved my life, through having a greater understanding of what my money can do and can provide for me. And I have every confidence that my finances are in excellent hands.

Fantastic service by the Prestfield wealth management team. I was unsure about what to do with my investments and needed a team I could trust. The team made me feel comfortable and gave me great advice, I will be with them for year sot come for sure. Thank you.

COMPASS FINANCIAL REVIEWS

I have been speaking to Ashley Burrows-Brown, from Compass Financial, for the last couple of years as he has been helping me with my financial planning - his knowledge of the financial options has been great and this has helped immensely when trying to make the right choices. He is very personable and will work with you to ensure you get the right outcome. I would definitely recommend him to anyone going through the same process.

Always found staff at Compass to be helpful and polite at all times. In particular Jack Lord whom I have most dealings with .Jack provides me with the confidence my investments are in the correct place to meet my needs. He provides me with advice following our regular reviews which I take on board . The financial data Compass provides gives me up to date information on how my invest.ents are doing. From my experience no hesitation in recommending Compass and in particular Jack Lord to anyone seeking financial advice.

Damian Cross has been excellent in providing me with financial advice; he considered carefully and thoughtfully how best I could manage my investments and at all times listened to my ideas, and concerns. His friendly and chatty manner makes discussing financial affairs much less intimidating, especially to those like myself who are not experienced in this area. I would highly recommend him to anyone needing financial planning advice.

TBR® Inspection Score Report

HILLTOP FINANCIAL PLANNING Total Inspection Points: 116/120
Experience: 7
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Service Diversification: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PRESTFIELD WEALTH MANAGEMENT Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Page Maintenance: 9
Social Media: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COMPASS FINANCIAL Total Inspection Points: 114/120
Business Images: 8
Experience: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10
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