Financial adviser in Alderley Edge
Alderley Edge has been drawing Manchester money down the railway line since the first merchants built their villas on the wooded slopes below the Edge, and the village has never really stopped attracting people who've done well. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I look after the business owners, senior professionals and families who make this corner of Cheshire's Golden Triangle what it is. Clients across Greater Manchester and Cheshire have left me 160 five-star Google reviews, and the questions they bring me are the ones asked over dinner tables from London Road to Nether Alderley: pensions, investments, inheritance and what happens when a business sells.
I come to you: at home in the village, at your business, or by Teams or phone if squeezing another meeting between the school run and the Piccadilly train feels impossible. The first conversation is free and without obligation, and by the end of it you'll know honestly whether advice would add value for an Alderley Edge household like yours, and what it would cost if we carried on. My own office is Stoneholme, on Walshaw's High Street near Bury, but Alderley Edge clients rarely need to find it, because the travelling is my job rather than yours.
Who I help in Alderley Edge
- You've sold a business, or an exit is in sight, and you want the proceeds planned as carefully as the company was built; in a village long favoured by Manchester's entrepreneurs, that conversation comes up a lot.
- You commute from Alderley Edge station into a senior Manchester role, and bonuses or share awards have raised the question of whether the tapered pension annual allowance now applies to you.
- Your family home near the Edge has quietly done years of saving for you, and you'd like to understand your inheritance tax position while there's still time to plan calmly.
- You're based at Alderley Park in neighbouring Nether Alderley, building a career or a company in life sciences, and your own finances (share options included) keep landing at the bottom of the to-do list.
Pension planning for Alderley Edge clients often starts further up the tax system than most, with tapered annual allowances, share schemes and a career's worth of old Manchester employer pensions to untangle before retirement in the village can be shaped with any real clarity.
Mortgages in Alderley Edge are rarely tick-box affairs, with larger loans, period villas from the railway years and income that arrives as bonuses, dividends or business profits, so part of my job is matching the village's buyers with lenders genuinely comfortable in that territory.
Your first conversation is free, with no obligation to proceed.
Book your initial consultation160+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews