Financial adviser in Lymm
I am Max Gallagher, a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I look after families and business owners in Lymm, from the village centre out to Oughtrington, Statham and Heatley. Lymm is full of people who built careers in Manchester, Warrington and Liverpool, then chose village life by the Bridgewater Canal, and it is exactly that mix of good incomes and busy lives my advice is built around.
Most of my Lymm clients start with a free initial meeting, in person at your home in the village, or by Teams or phone if that fits better around the commute. We use it to lay out what you have (pensions, ISAs, property, the lot) and what you want life in Lymm to look like in ten or twenty years, and if I can help I will explain exactly how, and what it costs, before you commit to anything. I hold 160 five-star Google reviews, and I would be glad for the next one to come from WA13.
Who I help in Lymm
- You have commuted from Lymm to Manchester or Warrington for years and have a trail of workplace pensions behind you, and you want to know what they add up to and whether they still suit your plans.
- You are starting to picture retirement as weekday mornings around Lymm Dam rather than the M6, and you want a clear, honest view of when you could afford to stop.
- Your family home in the village now makes up a large share of what you are worth, and you want to understand what inheritance tax could mean for your children and what you can sensibly do about it.
- You run a business in Lymm, perhaps one of the independents around the village centre, and you want a plan for turning the profits into your own retirement rather than leaving them sitting in the company.
A working life spent commuting out of Lymm tends to leave a scatter of pension pots from different employers, and I help village residents make sense of what they hold and build one clear plan for the retirement they actually want here.
Whether you are buying your first home in Statham, trading up to more space in Oughtrington, or remortgaging a cottage near the Bridgewater Canal, I advise on the mortgage and handle the application as part of your wider financial picture.
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