Financial adviser in Elton
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, and my office sits just up the road from Elton, on the High Street in Walshaw. Elton is the western side of Bury (the streets running off Bolton Road down towards the reservoir and the old Manchester, Bolton and Bury Canal) so this is home turf for me, not a pin on a map. If you live here, proper financial advice doesn't mean a trip into Manchester; it's already in your corner of Bury.
Most of my Elton clients like to meet face to face, whether that's across my desk in Walshaw or at their own kitchen table; if the week's against us, Teams or a phone call works just as well. The first meeting is always free and without obligation, we simply talk through your pensions, investments or mortgage plans and whether I can genuinely add value. If it makes sense to go further, I'll put a clear recommendation and my costs in writing before you commit to anything.
Who I help in Elton
- My office is in Walshaw, just up the road from Elton, seeing your adviser means a short hop across this corner of Bury, not an appointment in a Manchester tower block.
- From the terraces off Bolton Road to family homes down towards the reservoir, I arrange mortgages for the houses Elton people actually buy.
- Elton working lives are often split between employers in Bury, Bolton and Manchester, which tends to leave a trail of workplace pensions worth pulling together.
- Families settled in Elton for decades are increasingly asking how to pass on the house and savings sensibly, inheritance planning is a conversation I'm having here more and more.
If your career has zig-zagged between employers in Bury, Bolton and Manchester (as plenty of Elton careers have) I'll help you make sense of the pension pots you've collected along the way and decide what to do with them next.
Whether it's a first terrace off Bolton Road or a move to somewhere with more room out towards Elton Reservoir, I'm CeMAP-qualified to advise on and arrange a mortgage that fits.
Your first conversation is free, with no obligation to proceed.
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