Financial adviser in Prestbury
Prestbury sits on the River Bollin just north of Macclesfield, a Cheshire village where the financial questions tend to be substantial ones: company sales, decades of accumulated pensions, estates edging towards inheritance tax. I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, an Appointed Representative of Quilter, and I work with clients in Prestbury and its neighbours, from Adlington and Tytherington through to Bollington. My office is in Walshaw, near Bury, but I'm regularly out this way, and Prestbury is an easy place to meet, at your home or over a coffee in the village.
Some Prestbury clients like to meet in person, at home or somewhere quiet in the village, while others, often those taking the early train from Prestbury station into Manchester, prefer a Teams or phone call fitted around the working day. The first meeting is free either way and carries no obligation: we talk through your pensions, investments or mortgage plans, and I'm honest about whether advice will add value. If we go ahead, you'll have my recommendations and fees set out clearly in writing before committing to anything, whether we spoke across your kitchen table in Prestbury or over a screen.
Who I help in Prestbury
- Prestbury has long drawn business owners from across Cheshire and Manchester, and many of my conversations here start with what to do after a company sale.
- Homes in Prestbury and neighbouring Adlington often carry enough value to pull an estate into inheritance tax, and planning early keeps more choices open.
- People often arrive in the village at the peak of a career or the start of retirement, with a stack of old workplace pensions that need untangling.
- If you commute from Prestbury station to an office around Deansgate, evening video reviews mean advice fits around your day rather than the other way round.
A working life spent between Cheshire and Manchester tends to leave Prestbury residents with a scattering of workplace and personal pensions, and my job is to make sense of them, check what they cost, and shape them into a clear plan for retiring well here.
Prestbury property sits at the expensive end of Cheshire, so whether you're buying a family home near the village school or remortgaging something larger along the Bollin, I'll search a wide range of lenders for terms that suit your circumstances.
Your first conversation is free, with no obligation to proceed.
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