I make financial advice easy.Award-winning financial advice and recommendations from a trusted source.

5.0 on Google · 160+ reviews · DipPFS qualified

Financial adviser serving Bury and Greater Manchester

It is time to take control of your financial future today.

Anything you'd like to check before booking? Email max@financialopts.co.uk and I'll make sure it's something we can help with.

160+ five-star Google reviews Chartered Insurance InstituteDipPFS Qualified Financial Planner Manchester & UK-wide

How could I help you?

A financial adviser is a trusted and highly regarded role. There are very few people who I cannot help at some stage of their life. Commonly, I find myself helping those who want to:

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About Me

Max Gallagher - Financial Adviser

My career started in business management: leading teams, hitting targets and supporting national goals. I loved it, but it was missing the personal touch.

In 2022 I pivoted into financial advice, building my reputation with first-time buyers, homeowners, developers and landlords. As my clients' questions changed, I grew with them: pensions, ISAs, investments and tax planning. At the end of 2024 I joined Financial Options Group, so I spend my time advising clients rather than doing paperwork.

I absolutely love spending time with all my family, my friends and my amazing team and enjoying life in all its facets. That is something I like to think I bring into financial planning, understanding the human touch that is needed for real people, by real people.

Nothing beats helping clients reach goals they never thought were achievable.

Our ethos: doing the right thing when no one is looking. It's paid dividends for everyone, and I genuinely believe putting clients' interests first is what's driven our growth.

At a glance

What clients say

These are real-world scenarios from current clients who have experienced the benefits of working closely with me.

Right for you?

If you see yourself in any of these, it's worth a conversation. A free initial consultation, no cost, no obligation to proceed.

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A free initial consultation with me to see what opportunities you could have. No cost, no obligation to proceed.

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Contact me today

Office

Stoneholme, 42 High Street,
Walshaw, Bury, BL8 3AN

Parent company

financialopts.co.uk

Opening times

Monday to Thursday · 8:30am – 8:00pm
Friday · 8:00am – 6:00pm
Saturday · 8:00am – 2:00pm
Sunday · Closed

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