Financial adviser in Prestwich
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, and although my office is over in Walshaw, Prestwich is home turf, the same borough, a run down the A56 from Bury. It's easy to see why people put down roots here: the village and its independents, Heaton Park on the doorstep, the Metrolink into Manchester, and streets around Sedgley Park and the Clough that families settle into for decades. My work is helping those households (newer arrivals from the city centre and long-established Prestwich families alike) make confident decisions about pensions, investments, mortgages and wealth.
Most of my Prestwich clients like to meet face to face, and I'm happy to come to you, your kitchen table in Sedgley Park, a coffee in the village, or my office in Walshaw if you fancy the drive up through Bury. If life between the school run and the tram into town leaves little room, we can just as easily talk by Teams or phone. Either way, the first conversation is free and without obligation: we map out where you stand, what you want life in Prestwich to look like, and whether advice would genuinely help before you commit to anything.
Who I help in Prestwich
- Buying your first home here, Prestwich's village, tram line and park make it a popular place to put down roots, so it pays to have your mortgage sorted before you make an offer.
- Growing families in Sedgley Park, Poppythorn and the streets around Heaton Park, protection, saving for children, and the move from a terrace to something with a garden.
- The owners of the independent shops, bars and businesses that give the village its buzz, pension planning and financial thinking that doesn't stop at the till.
- Residents approaching or already in retirement, working out how to turn decades of pension saving into an income, and how the family home near the park fits into passing wealth on.
A working life spent around Manchester often leaves Prestwich residents with a scatter of pension pots from different employers, I help you make sense of them and build a plan for a retirement with more weekday mornings in Heaton Park in it.
From Victorian terraces off Bury New Road to Sedgley Park semis and homes edging Heaton Park, no two Prestwich purchases look alike, I'll help you find a mortgage that fits the home, and the life, you're buying here.
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