Financial adviser in Preston
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, and Preston (the administrative heart of Lancashire) is firmly part of my patch. It's a city where BAE engineers, Royal Preston Hospital staff, university people and long-established family firms live side by side, and their pension and mortgage questions have a distinctly Preston flavour. My office is down in Bury, but I'm regularly up the motorway for face-to-face meetings anywhere from the city centre out to Fulwood, Ashton or Penwortham.
Most of my Preston clients start with a free, no-obligation first meeting, I'll happily come to you at home or at work anywhere in the city, or we can talk over Teams or the phone if that fits better around shifts at the Royal Preston or a working day at Warton. From there I'll set out where you stand, what I'd recommend and exactly what it would cost, so you can decide in your own time whether we carry on together.
Who I help in Preston
- You've built up pension benefits over years at BAE's Warton or Samlesbury sites and want a clear picture of how it all fits together before you make any retirement decisions.
- You work at the Royal Preston or elsewhere in the NHS and have questions about your pension scheme, your retirement date or whether topping up makes sense.
- You're buying on one of the new developments around Cottam and north-west Preston (or a first home in Ashton or Ribbleton) and want mortgage advice from a person, not a price-comparison site.
- You run a family business in the city, or let property to students near the university, and want your pension, investments and plans all pulling in the same direction.
Whether your pension has been built at BAE's Warton and Samlesbury sites, on the wards of the Royal Preston or over a career at the university, I help Preston clients understand exactly what they've got and shape it into a proper retirement plan.
From first homes in Ashton and Ribbleton to new-builds out at Cottam and family moves into Fulwood or Penwortham, I advise Preston buyers, movers and remortgagers on finding a mortgage that genuinely fits.
Your first conversation is free, with no obligation to proceed.
Book your initial consultation150+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews