Financial adviser in Marple
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with clients across Marple, Marple Bridge and Mellor. Marple sits right where Greater Manchester runs out and the Peak District begins, with the Peak Forest Canal and its flight of sixteen locks threading through the town and trains from two stations into Piccadilly. It is a place where people put down roots, and the financial questions that come with roots (pensions, the family home, what to pass on) are exactly the ones I help with.
Most of my Marple clients start with a free face-to-face meeting, at home or somewhere convenient near the town centre; I see clients in person right across Greater Manchester, so getting out to Marple is part of a normal week for me. If your own week already involves the commute into Manchester, an evening Teams or phone call often suits better, and it works just as well. That first conversation about your plans for Marple life costs nothing and commits you to nothing: we talk through where you stand, what you want your money to do, and I'll be straight with you about whether advice will genuinely help.
Who I help in Marple
- Your workplace pensions have stacked up over years of commuting from Marple or Rose Hill into Piccadilly, and you'd like to know what they all add up to and when the daily train could become optional.
- You moved out from the city for the Goyt Valley, the schools and a garden, took on a bigger mortgage to do it, and want a plan that balances the repayments with everything else you're saving towards.
- Retirement is coming into view in Marple, Hawk Green or Mellor, and you want an honest answer on whether what you've built will support the life you have in mind, canal towpath walks included.
- A good share of your wealth sits in the family home, perhaps a stone terrace in Marple Bridge, and you want clear advice on inheritance planning and how the house fits into the wider picture.
If years of working in Manchester have left you with a stack of pension pots and a season ticket from Marple or Rose Hill, I can help you make sense of what you've built and plan for the day the commute becomes a choice rather than a necessity.
Whether you're buying a stone cottage over the river in Marple Bridge or a family home out towards Hawk Green, I can advise on the right mortgage or remortgage for the move.
Your first conversation is free, with no obligation to proceed.
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