Financial adviser in Greenmount

I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and my office on Walshaw's High Street sits one village over from Greenmount, in the same BL8 corner of Bury. Greenmount may be a small village, but between the commuters heading down Brandlesholme Road each morning and the families who've settled here for good, it holds more financial questions than its size suggests. This stretch between Tottington and Holcombe Brook is my home patch, and much of my practice has been built advising households along it.

Most of my Greenmount clients choose to meet in person (at my Walshaw office, a short drive round through Tottington, or at their own kitchen table in the village) though Teams or a phone call works just as well if the diary's tight. The first meeting is free and carries no obligation: we talk through where you stand, what you'd like life in Greenmount to look like, and whether I can genuinely help. If it's a fit, I'll come back with clear recommendations in plain English, and if not, you've lost nothing but an hour.