Financial adviser in Chorlton

I'm Max Gallagher, a financial adviser with Financial Options Group, an Appointed Representative of Quilter, working with clients across Chorlton-cum-Hardy, from the streets around Chorlton Green to the semis off Barlow Moor Road. Chorlton tends to keep the people it attracts: folk arrive for Beech Road and stay for the schools, the neighbours and the meadows along the Mersey. Whatever stage of that story you're at, I help with the money side of it, in plain English.

The first meeting is free and there's no obligation afterwards, whether we sit down together in Chorlton (I'm happy to come to you) or talk over Teams or the phone around the school run and the commute into town. I'm based in Bury and advise clients across Greater Manchester and Cheshire, so the trip down to M21 is well-trodden ground, and 160 five-star Google reviews sit behind the way I work. After we've talked, I'll set out what I'd suggest and what it would cost, and whether we take things further is entirely your decision.

Who I help in Chorlton

  • You work freelance in the creative industries, as plenty of Chorlton does, and you want pensions and savings that flex with an income that arrives in bursts rather than monthly.
  • Your family has outgrown a terrace near Beech Road, and you're weighing up whether to extend, remortgage or move a few streets over.
  • You and your partner have collected workplace pensions from jobs in town and beyond, and you'd like to know whether bringing them together makes sense.
  • Retirement is coming into view, and you want a plan that lets you stay close to the Metrolink, the meadows and the life you've settled into in M21.

Chorlton careers often zigzag through agencies, studios and spells of self-employment, and I help untangle the trail of pension pots that kind of working life leaves behind.

From buying a first red-brick terrace to remortgaging an Edwardian semi you plan to grow into, I arrange mortgages that suit the way people buy and stay in Chorlton.

Your first conversation is free, with no obligation to proceed.

Book your initial consultation

160+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews