Financial adviser in Cheadle
Cheadle may sit just inside the M60 these days, but it still carries itself like the old Cheshire village it once was, St Mary's church presiding over the High Street, Abney Hall Park stretching towards the Mersey, and Gatley, Heald Green and Cheadle Hulme all within a short hop. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I help families and professionals across Cheadle and the wider SK8 area with their pensions, investments and mortgages. Over 150 clients have left me five-star Google reviews, and I'd like to think that's because I explain money in plain English rather than jargon.
My office is over in Walshaw, near Bury, the other side of Manchester, admittedly, but the M60 links us directly, and I'm regularly south of the city seeing clients around Stockport. We'd start with a free initial consultation: at your home in Cheadle, somewhere local that suits you, or over Teams if you'd rather fit it around the commute or the airport run. There's no charge and no obligation for that first conversation, I'll listen, tell you honestly whether I can add value, and set out clearly what any advice would cost before you decide anything.
Who I help in Cheadle
- You commute into Manchester or work around Cheadle Royal's business parks, and somewhere along the way you've collected a drawer full of old workplace pension statements you keep meaning to sort out.
- Manchester Airport is close enough that many Cheadle households are tied to it, and airline and airport pension schemes, shift patterns and variable pay bring planning questions of their own.
- Family homes in Cheadle, and out towards Cheadle Hulme and Bramhall, have quietly become substantial assets, for many households the house is now the biggest line in the estate, which makes inheritance planning a conversation worth having.
- Plenty of people bought in the village or Gatley decades ago and are now eyeing retirement, turning pensions, savings and the value tied up in an SK8 home into a dependable income takes proper planning.
If your working life has run through Manchester city centre, the airport or the offices around Cheadle Royal, you've probably gathered a patchwork of workplace pensions along the way, I'll help you understand what they add up to and whether they still suit the retirement you have in mind.
Whether it's a first home in one of the terraces off Cheadle High Street, a move towards Gatley or Cheadle Hulme for more space, or a remortgage on a house you bought when Cheadle still felt like a well-kept secret, I'll search the market for you and manage the application through to completion.
Your first conversation is free, with no obligation to proceed.
Book your initial consultation150+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews