Financial adviser in Heald Green
I'm Max Gallagher, a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with clients across Heald Green, from the semis off Finney Lane to the quieter roads out towards the airport. It's a corner of Stockport I know well, with Gatley, Cheadle Hulme and Manchester Airport all on the doorstep, and plenty of households running on shift patterns as much as nine-to-fives. I'm DipPFS and CeMAP qualified, I've built up 160 five-star Google reviews, and what Heald Green clients tell me they want is simple, straight answers from someone who turns up when he says he will.
The first meeting is free and without obligation, whether that's at your kitchen table in Heald Green, at my office in Walshaw, or over Teams if that fits better around an early airport shift or the school run. I see clients in person across Greater Manchester and Cheshire, so an evening visit on this side of Stockport is no trouble, and I advise UK-wide by Teams or phone. From there I'll listen to what you're trying to achieve, whether that's finishing at the airport a few years early or moving up the ladder without leaving Heald Green, and come back with clear recommendations and any costs explained in plain English before you decide anything.
Who I help in Heald Green
- You work just over the border at Manchester Airport and have picked up a different pension with each airline, handler or contractor along the way, and you'd like help making sense of what they all add up to.
- You moved to Heald Green for the schools, the parade of shops on Finney Lane and the easy commute, and now want to start investing properly for your children's future alongside paying the mortgage.
- Your fixed rate is ending on a home off Finney Lane or Outwood Road and you want a mortgage adviser who'll look across the wider market rather than only your current lender's offer.
- You're a few years from the end of a working life of early starts at the airport, or of catching the train into Manchester from Heald Green station, and want to know when you could realistically afford to stop.
Between the airport on the doorstep and commuters heading into town on the Styal line, Heald Green is full of people holding a patchwork of workplace pensions from different employers, and I can help you understand what you've actually got and shape a retirement plan around it.
Whether you're buying your first home in Heald Green, remortgaging the family semi as a fixed rate ends, or extending rather than leaving the village, I can search the mortgage market on your behalf and manage the application through to completion.
Your first conversation is free, with no obligation to proceed.
Book your initial consultation160+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews