Financial adviser in Harwood
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, an Appointed Representative of Quilter, working with clients across Harwood, from the homes around Longsight Park and the shops by the Morrisons out to the quieter lanes towards Bradshaw and Affetside. Harwood sits right on the Bury border, and so do I: my office is on Walshaw's High Street, just the other side of Ainsworth.
Most new clients from Harwood start with a free initial consultation, you can call in to see me in Walshaw, have me come to you, or talk it through over Teams or the phone if that fits better around work and the school run. There's no charge and no obligation for that first conversation: we'll map out where you stand and what you're aiming for, then I'll set out my recommendations and any costs in plain English so you can take your time deciding.
Who I help in Harwood
- Properly local, my Walshaw office is just beyond Ainsworth, so meeting face to face never means a trek into Manchester.
- Harwood is somewhere people settle: it's almost entirely residential, and households here often need advice that stretches from the first mortgage right through to pensions and passing wealth on.
- Many Harwood residents have commuted into Bolton, Bury or Manchester for years, collecting a different workplace pension with every employer, I help work out what they all add up to.
- If you've owned your Harwood home since long before the Longsight Park arboretum walks became a weekend habit, the house may now be a large share of your estate, worth factoring into inheritance planning early.
If home has stayed in Harwood while work has taken you into Bolton, Bury or Manchester, you may well have a scatter of workplace pensions from different employers, I'll help you make sense of what they add up to and whether your retirement plans are on course.
Whether you're buying your first Harwood home, moving for more space out towards the Bradshaw side, or remortgaging a house you've owned for years, I can guide you through the mortgage from application to completion.
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