Financial adviser in Poynton

I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with clients across Poynton, from the shops along Park Lane to the canal and the Middlewood Way up in Higher Poynton. Poynton is an unusual place, a one-time Cheshire colliery village that grew into a commuter town on the Macclesfield line, and that history shows in the finances I see here: careers split between Manchester, Stockport and the science employers to the south, with pensions scattered to match.

My office is in Walshaw, near Bury, but much of my week is spent out visiting clients, and Poynton sits comfortably within my patch, along with Adlington and Prestbury next door, so we can meet over a coffee near Fountain Place, at your kitchen table, or by Teams or phone if the commute from Poynton station leaves you short of daylight. The first meeting is free and carries no obligation: we talk through where you stand and where you want to get to, whether that is more mornings around Poynton Pool in retirement or a move for the schools, and I then come back with clear recommendations you can weigh up in your own time.