BEST RATED » TAMESIDE » FINANCIAL SERVICES

3 Best Financial Services in Tameside, UK

Expert recommended Top 3 Financial Services in Tameside, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

HARRISON TOWNEND FINANCIAL SERVICES LTD

Ashton Old Baths, Stamford Street West, Ashton under Lyne, Tameside OL6 7FW DIRECTIONS

Since 1998

Here’s The Deal:
Harrison Townend Financial Services Ltd is a competitively priced independent financial advisory firm that has been serving for over 25 years in Tameside. Their specialist areas of advice are investment, pensions and equity release, but as independent financial advisers, they can provide advice on all aspects of financial planning. Chris Cunliffe is the financial adviser and also managing director of the Harrison Townend Financial Services Ltd. They work in partnership with you and take the time to understand your needs properly; they always put their clients first. Harrison Townend Financial Services helps local people with their financial affairs but have clients throughout the UK. You can also arrange a free initial consultation.

SPECIALITY:
Wealth Management, Investments, Business Protection, Employee Benefits, Directors Pensions, Auto-Enrolment, Retirement, Pension Lump Sum Investment/Portfolio Planning, Annuity Purchase, Flexi-access Drawdown, Equity Release, Tax & Estate Planning

Registration 08390575

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htfinancialservices.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

MOTTRAM FINANCIAL SERVICES LTD

2 Market Place, The Manor House, Mottram, Hyde, Tameside SK14 6JD DIRECTIONS

Since 2009

Here’s The Deal:
Mottram Financial Services Ltd is a privately owned financial planning firm in Hyde that offers financial advice and planning services to individuals, commercial organisations and charities. They aim to deliver a professional service, tailored to your needs, based on high-quality guidance and access to products across the whole of the market. Nicola Rogan and Peter Roga are directors and chartered financial planners of the Mottram Financial Services Ltd. Nicola is a member of the PFS and has the distinction of being dual qualified as a chartered financial planner and chartered insurer. Peter specialises in wealth management, tax planning and advising owner-managed businesses. Their clients are generally higher earners, business owners, or those with accumulated wealth. They use their expertise to give bespoke solutions; skilfully combining both simple and more complex products and strategies to add significant value.

SPECIALITY:
Wealth Management, Profit Extraction, Auto-Enrolment, Corporate Investments and Advice, Business Wills, Pension Schemes, Employee Benefits Solutions, Business Protection, Loan and Keyman Cover, Pension, Tax, Estate & Financial Planning

Registration 07091824

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mottram-fs.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

DAVID MICHAEL FINANCIAL SERVICES LIMITED

22 Oaklands Road, Godley, Hyde, Tameside SK14 3DD DIRECTIONS

Since 1986

Here’s The Deal:
David Michael Financial Services Limited is a family run financial firm that provides independent and individually tailored financial guidance and planning services to individuals and corporate clients. Mr David Bunyan is the managing director of the firm who holds a Diploma in Financial Planning and Certificate in Mortgage Advice and Practice. He has been providing financial advice since 1986 and is dedicated to his continued professional development as an Independent Financial Adviser. They are committed to giving honest and professional advice. David Michael Financial Services Limited always endeavours to put their client’s interests first and aim to run their business in line with the principles of treating customers fairly.

SPECIALITY:
Savings and Investments, Trusts, Inheritance Tax Planning, Life Assurance and Critical Illness, Income and Health Protection, Group Pension Scheme, Key Man and Shareholder Protection, Corporate Money Investment, Retiremaent Funding and Income Options, Financial Reviews & Traded Endowment Market

Registration 5174381

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davidmichaelfinancial.co.uk

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By Appointment

TBR® Inspection Report: