Financial adviser in Adlington
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, and I work with clients in Adlington, the small Cheshire village on the A523 between Poynton and Prestbury. People tend to know it for Adlington Hall and its little station on the Macclesfield line rather than for its money questions, yet plenty of households here are weighing up pension pots built over Manchester careers, savings that have outgrown the current account, and family homes that now need proper thought around inheritance.
My office is in Walshaw, Bury, and Adlington sits well within the area I cover in person, so I'm happy to meet at your home in the village or somewhere easy for you in Poynton or Macclesfield. If you commute into Manchester from Adlington station, a Teams or phone call wrapped around your working day is often simpler, and it works just as well. The first meeting is free and without obligation: we talk through where you stand and what you want, then I set out clearly what I would recommend and what it would cost before you decide anything.
5.0 on Google·160+ reviews·DipPFS qualified·Free first meeting
Who I help in Adlington
- Pensions collected across several employers over years of commuting into Manchester from Adlington station, with no clear picture of what they add up to.
- A family home between Poynton and Prestbury that may now bring inheritance tax into play, and a wish for more of it to reach the children.
- No bank or adviser's office in a village of Adlington's size, so advice has to come to your kitchen table, or down the phone, on your terms.
- Retirement plans built around staying put, with the Middlewood Way on the doorstep, and a need for income that lasts as long as you do.
Pensions and retirement planning in Adlington
Many people in Adlington reach their fifties with a patchwork of pensions from Manchester and Macclesfield careers, and I help them work out whether, taken together, those pots can support the retirement they picture in the village.
Mortgage advice in Adlington
Adlington's housing runs from cottages along London Road to larger family homes on the lanes towards Prestbury, and I arrange mortgages and remortgages for owners here as well as buyers moving out from Stockport and south Manchester for village life.
Nearby areas
I also work with clients across Lancashire and beyond. Meetings can be at my office in Walshaw, at your home, or by Teams and phone.