Financial adviser in Gatley
Gatley keeps its old village heart around the green, but day to day it lives as a commuter suburb, with trains from Gatley station heading into Manchester Piccadilly one way and out towards Heald Green and the airport the other. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I advise Gatley households on wealth, pensions, investments and mortgages. Sitting on the Stockport side of the Manchester boundary, in what was historically Cheshire, Gatley is full of people who have quietly built up pensions, savings and property here, and my job is to help you plan properly around them.
Most Gatley clients begin with a free initial meeting, at your home, somewhere convenient in the village, or over Teams or the phone if your week disappears on the train to Piccadilly. I'm based in Bury but I see clients in person across Greater Manchester, so getting to Gatley is no trouble, and more than 150 people have left me five-star Google reviews along the way. After that first conversation I'll set out what I'd recommend and exactly what it would cost, in plain English, and you decide whether to go ahead.
Who I help in Gatley
- Commuting from Gatley station eats into the week, so I make reviews fit around it, over Teams in the evening or face to face in the village.
- Manchester Airport sits just beyond Heald Green, and airport careers bring shift patterns and employer pensions that deserve a proper review.
- Families crossing the Mersey from Didsbury for more space in Gatley often need mortgage and protection advice to match the move.
- Around Gatley Green, long-held family homes raise inheritance tax and estate planning questions that are far easier to tackle early.
Between Manchester's city-centre employers, the airport and Wythenshawe Hospital, working life in Gatley often leaves a trail of workplace pensions behind it, and I can help you pull them together into one coherent plan.
From the interwar semis near Gatley station to the cottages by the green, I advise first-time buyers, home movers and remortgagers across Gatley on borrowing that suits their circumstances.
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