Financial adviser in Rawtenstall

I'm Max Gallagher, a financial adviser with Financial Options Group, and my office in Walshaw sits at the Bury end of the East Lancashire Railway line that finishes its run at Rawtenstall, so the Rossendale Valley is home ground for me. Rawtenstall is a proper Lancashire market town, from the cobbles and independent shops of Bank Street to the old temperance bar and the mills along the Irwell, yet these days it's just as much a base for people heading down the A56 to work in Manchester. I advise on wealth, pensions, investments and mortgages for people on both sides of that story.

Most of my Rawtenstall clients start with a free, no-obligation first meeting, I'm happy to come up the valley to you, or we can talk over Teams or the phone if that fits better around the Manchester commute. We use that first conversation to go through what you already have, from old workplace pensions to the mortgage, and what you want life in the valley to look like next. If you'd like my help from there, I'll set out my recommendations and any costs in plain English before you decide anything.

Who I help in Rawtenstall

  • You ride the X43 or drive the A56 into Manchester each day, and the workplace pension building quietly in the background has never had a proper look.
  • You run one of the independents on Bank Street or trade at Rawtenstall Market, and your profits, pension and protection all have to work around the business.
  • Like many families with roots in the valley's slipper and textile years, you've a drawer of old workplace pensions and no clear picture of what they add up to.
  • You're buying one of the valley's stone terraces, or moving out towards Crawshawbooth or Waterfoot, and want mortgage advice from someone who knows Rossendale.

Rossendale's working history means many Rawtenstall households hold a patchwork of pensions (old valley employers, Manchester firms, years of auto-enrolment) and I help you understand what each is worth and whether they fit the retirement you're planning.

From stone-built terraces on the valley sides to family homes out towards Crawshawbooth, Rawtenstall property has a character of its own, and as a CeMAP-qualified adviser I'll help you find a mortgage to match it.

Your first conversation is free, with no obligation to proceed.

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