Financial adviser in Hale Barns
Hale Barns is a village that keeps itself quiet, tucked between Hale, the Cheshire border and the M56, with some of the most substantial homes in Greater Manchester sitting off Chapel Lane and Wicker Lane. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with the kind of wealth this corner of WA15 tends to hold: property, pensions built over long careers, and businesses that have done well. My job is to pull all of that into one plan that actually makes sense.
My office is up in Walshaw, near Bury, so I won't pretend I'm around the corner, but I'm regularly out meeting clients across Greater Manchester and happy to come to you in Hale Barns, or we can talk over Teams if your week revolves around the airport next door. The first meeting is free and without obligation: we go through what you own, what you owe and what you want the next twenty years to look like, and I'll tell you honestly whether advice would help. Nothing is charged until you've agreed a clear plan, and clear fees, in writing.
Who I help in Hale Barns
- Hale Barns property values alone can carry an estate past the inheritance tax thresholds before pensions, investments or a business are even counted, so IHT planning tends to matter here earlier than people expect.
- Sitting between Manchester's commercial centre and the Cheshire border, the village has long attracted company directors and owners who've sold businesses; wealth that arrives in lumps needs structuring, not just saving.
- With Manchester Airport directly across the M56, travel-heavy careers are part of village life, so advice that fits around a demanding diary, by Teams or in the evening, matters more here than in most places.
- Families are drawn to the area by Altrincham's grammar schools and the independent schools nearby, which makes planning for school fees (and later helping children buy in a market as expensive as WA15) a regular conversation.
Pensions in Hale Barns are rarely one tidy pot: careers spent leading firms or running businesses across Manchester and Cheshire tend to leave a trail of schemes, and my job is to bring them together into one clear, tax-efficient retirement income.
Because Hale Barns sits among the most expensive corners of the Greater Manchester property market, mortgages here often mean larger loans and less tidy income (dividends, bonuses, self-employment) which is exactly when proper mortgage advice earns its place.
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