Financial adviser in Romiley
I'm Max Gallagher, a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I look after clients in Romiley and its neighbouring SK6 villages, Bredbury, Woodley, Compstall and Marple. Romiley has a character I really like, a proper village centre with the Forum Theatre at its heart, the Peak Forest Canal and Chadkirk on one side and direct trains into Manchester Piccadilly on the other. Plenty of Romiley households have built up decent pensions, savings and home equity over the years without ever sitting down to check it all points in the same direction, and that is usually where I come in.
My office is over in Walshaw on the Bury side of Greater Manchester, but I meet clients face to face right across the region, so I'm happy to come to you at home in Romiley or somewhere convenient nearby. If life is busier than that (many of my Romiley clients are juggling the Piccadilly commute with family life), we can do everything over Teams or by phone instead. The first meeting is free and carries no obligation; we simply talk through where you stand and what you want your money to do, and I set out how I can help and any costs involved before you decide whether to go ahead.
Who I help in Romiley
- Years of commuting from Romiley station often leaves people with a scatter of workplace pensions from different Manchester employers, and a proper review can bring some order to them.
- Families in the semis and terraces around the village centre often wrestle with whether to extend or move up towards Marple, and honest mortgage advice helps weigh the two.
- Longstanding homeowners around Chadkirk and the village have often built up real equity, so questions about inheritance and passing wealth on sensibly come up a lot here.
- If your picture of retirement is more mornings on the canal towpath or at Etherow Country Park, I can help you work out when finishing work becomes realistic.
Many people in Romiley have collected several workplace pensions across years of commuting into Manchester, and I help them understand what those pots could mean for the retirement they actually want, whether that is more time on the Chadkirk towpath or something further afield.
From first homes in the terraces near Romiley's village centre to remortgaging a family semi to fund an extension rather than a move towards Marple, I advise on mortgages that fit the life you are building here.
Your first conversation is free, with no obligation to proceed.
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