Financial adviser in Altrincham
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, working with clients across Altrincham, Timperley, Broadheath, the town centre and out towards Bowdon and Hale. Altrincham's revival is a well-told story: the Market House helped bring the town centre back to life, and families keep arriving for Trafford's grammar schools. What follows that success is a very local set of money questions, bigger mortgages, growing property wealth, and pensions collected over careers spent on the tram into Manchester.
The first meeting is free and carries no obligation: I see clients in person across Greater Manchester, including Altrincham and the villages around it, or by Teams and phone if that suits you better. Plenty of working lives here run to the Metrolink timetable, so remote and evening appointments are often the practical choice. We start by mapping what you already have (pensions, investments, mortgage, protection) and agree together whether there's anything worth doing next.
Who I help in Altrincham
- Homes in Bowdon, Hale and central Altrincham can quietly carry an estate past inheritance tax thresholds, thinking ahead matters here more than in most of Greater Manchester.
- Families stretch to buy into Trafford's grammar-school catchments; the right mortgage and protection turn that stretch into a plan rather than a gamble.
- A career commuted from Altrincham Interchange into Manchester often leaves a string of workplace pensions that have never been looked at side by side.
- From Broadheath's industrial units to the independents around the market quarter, Altrincham business owners juggle company and personal finances, including how they pay themselves and fund their pensions.
If your working life has run along the tram line from Altrincham into Manchester, you've probably gathered several workplace pensions along the way, I help you see what they add up to and whether they still fit where you're heading.
Whether you're stretching for a family home inside Altrincham's grammar-school catchments or remortgaging a period house towards Bowdon, I'll help you find borrowing that fits the life you're funding.
Your first conversation is free, with no obligation to proceed.
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