Financial adviser in Hale
I'm Max Gallagher, a financial adviser working with clients in Hale and the WA15 villages around it, Hale Barns, Bowdon and neighbouring Altrincham. Hale may feel like a village, with its independents and cafés along Ashley Road, but the financial lives behind its front doors are rarely simple: business owners, senior professionals and families who moved here for Trafford's schools, all with real planning decisions to make. That's the work I do every day, pensions, investments, mortgages and wider wealth planning, explained in plain English.
I meet clients in person across Greater Manchester, so I'm happy to come to you in Hale, at your kitchen table or over a coffee in the village. If a Teams call or phone chat fits better around work in town or a schedule built round the airport, that works just as well. The first meeting is free and without obligation: we talk through where you are and what you want, and I'll tell you honestly whether and how I can help before you commit to anything.
Who I help in Hale
- Estate planning that takes Hale property seriously, when the family home sits on one of Greater Manchester's most sought-after streets, inheritance tax stops being a distant worry.
- Pension and investment planning for the business owners and senior professionals who make up so much of the village, people whose finances have long outgrown a default workplace scheme.
- Advice for longer-standing residents whose Hale homes have become a significant slice of their wealth, and who are weighing up downsizing, gifting or helping children buy nearby.
- Planning for families who moved here for Trafford's schools and are now juggling a sizeable mortgage, education costs and retirement saving all at once.
For the directors, partners and consultants who fill Hale's morning trains into Manchester, pension planning is usually about more than saving, it's allowances, old schemes collected across a career, and how retirement fits alongside the wealth tied up in a WA15 home.
Hale property rarely fits a standard lending box (larger loans, bonus-heavy or business-owner income, and homes ranging from period houses near the level crossing to the plots of Hale Barns) so it helps to have someone who builds the case for lenders every day.
Your first conversation is free, with no obligation to proceed.
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