Financial adviser in Bowdon
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, working with families across Bowdon, from the villas of Green Walk and East Downs Road to the cottages of Bowdon Vale. Wealth has been settling on this hilltop since Manchester's Victorian merchants built out here along the new Altrincham railway, and much of it now sits quietly in houses, pensions and family arrangements that have never had a proper second look. If you'd like a feel for how I work before inviting me up to the village, my 160 five-star Google reviews are an honest place to start.
The first meeting is free and without obligation, and I'm happy to come to you in Bowdon, at your kitchen table or over a coffee down the hill in Altrincham. If the diary is against us (school runs, the train from Altrincham Interchange, weeks away), we can do the whole thing by Teams or phone, wherever in the UK you happen to be. Afterwards you'll get my recommendations in writing, in plain English, with any costs set out before you commit to a thing; Bowdon gets sold to quite enough already, and I'd rather earn the work.
Who I help in Bowdon
- The house you bought years ago near St Mary's now carries more value than you ever expected, and you suspect it alone could take your estate into inheritance tax territory, but nobody has ever sat down and mapped it out with you.
- You've stretched to Bowdon for the schools, from Bowdon Church School through to the Altrincham grammars, and you want the mortgage, the school costs and your own retirement pulling in the same direction rather than competing.
- You've sold a business or stepped back from a Manchester partnership, the proceeds are sitting in cash, and the walks out to Dunham Massey keep turning into conversations about what comes next.
- You've retired to the leafier end of the village, the cricket club and the Bollin valley fill the week nicely, and you'd like one clear picture of what you can comfortably spend, gift and leave behind.
Bowdon careers tend to leave a trail of pensions behind them (old partnership arrangements, employer schemes, the odd forgotten pot from a Manchester desk long since left), and much of my work in the village is gathering that trail into one clear, sensibly organised retirement plan.
Bowdon's period houses ask a lot of a mortgage (larger loans, renovation budgets, conservation area quirks, incomes that don't fit a tick box), and I advise on all of it, from first moves onto the hill to remortgaging a villa mid-restoration.
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