Financial adviser in Knutsford
I'm Max Gallagher, a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with clients in and around Knutsford. It is a town full of people who have done well, business owners with premises on or around King Street, professionals heading into Manchester or out to the airport, families settled near Tatton Park, and they tend to bring exactly the questions I spend my days answering. I hold the DipPFS in financial planning and CeMAP in mortgage advice, which suits Knutsford, where one conversation often covers the pension, the investments and the house.
Everything starts with a free initial meeting, and for Knutsford there is a choice: I see clients in person across Cheshire and Greater Manchester, so I can come to you, or we can talk over Teams or the phone if that fits better around your week. That first conversation, whether at your kitchen table in WA16 or on a call, is simply about mapping out where you stand, what you want the money to do, and whether my advice would genuinely add anything, with no fee and no obligation to go further. If you want a sense of me before booking anything, my 160 five-star Google reviews are a fair place to start, and then it costs nothing to find out whether an hour together in Knutsford is worth your time.
Who I help in Knutsford
- You run a business in Knutsford, perhaps with premises on or around King Street, and you want to take profit out of the company tax-efficiently, build up a pension alongside it, and start shaping an eventual exit.
- You commute from Knutsford into Manchester, or work near the airport, and you have collected a stack of pensions from different employers that nobody has ever looked at as a whole.
- You own a home in Knutsford and suspect that, with property values here being what they are, inheritance tax is a bigger question for your family than you have been treating it.
- You are starting to wonder whether you could step back sooner than planned, and you want honest numbers on whether the life you picture, with more mornings in Tatton Park and fewer on the M6, actually stacks up.
Many Knutsford careers span an employer or two in Manchester, a business of your own, or both, and pension advice is how those years of contributions get turned into a retirement plan rather than a drawer full of statements.
Buying in Knutsford, whether a period cottage near the town centre or a family home out towards Tatton, usually involves significant borrowing, and because I'm CeMAP qualified I can advise on the mortgage as part of your wider financial picture rather than in isolation.
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