3 Best Financial Services in Stockport, UK

The service provided by Chris and the back office team at ACM is first class. Having used Chris and the team for my initial mortgage and then remortgage process two years later I would say Chris takes a real care and understanding in his clients financial situations and through this personal understanding recommends the products appropriately for their needs. I had an issue with the remortgage process whereby the legal team doing checks on behalf of the mortgage provider were non-responsive. Chris and his team went out of the way to consistently ask for updates, stressing the impact of the situation if the offer elapsed, and I believe this was the only reason the remortgage offer and conditions were met before the time period elapsed. The impact of this is Chris and his team saved me hundreds of pounds each monthly on my monthly repayments. Cannot recommend more highly Chris and his team.

I loved working with Andy during the process of getting a mortgage. You can tell he loves his job and is always wanting to solve any puzzle, no matter how complicated. I can’t thank the team enough for all the work they put in to make sure I had the best deal and for protecting my interests throughout the process. I highly recommend ACM.

A wonderful company to do business with, customer service is excellent and they really do to the extra mile for you. Chris especially has been a fountain of knowledge for me personally for the past few years, thoroughly recommend.

We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.

Tim Walsham, Director of Claritas has been our IFA for a decade. His advice and support with our wealth management has been second to none. We have prospered under his guidance, and his attention to detail is first rate. Reassurance and always at the end of the telephone or a text and he has made our transition from self employment to retirement a dream. I feel relaxed in the knowledge that our affairs are being managed by Tim and his team of consummate professionals. I would highly recommend Claritas Wealth to any one who needs guidance through the quagmire of looking after your money and investments.

Claritas was recommended to us by an existing customer 4 years ago. We have not been disappointed. Claritas takes the approach of understanding our life goals and then helping build a viable financial plan to help achieve those goals. The plan is regularly monitored and stress-tested. They are a small, capable team so we know who we are interacting with. This makes the process more personal and we feel supported.