Financial adviser in Sale
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, and I work with clients across Sale, from Ashton upon Mersey and Brooklands out to Sale Moor. Sale is one of Greater Manchester's classic commuter towns, with the Metrolink carrying people into the city each morning and the Bridgewater Canal running quietly through the middle of it all. Many of my Sale clients are juggling a Manchester career with family life in Trafford, which usually means a workplace pension or two, savings that have outgrown the current account, and a mortgage that deserves a proper look.
My office is over in Walshaw, Bury, but I regularly meet clients face to face in and around Sale, at your home or somewhere convenient near the town centre. Just as many Sale clients prefer a Teams or phone call fitted in around work and the school run, and that suits me fine too. Either way, your first meeting is free and without obligation: we talk through where you are and where you want to get to, and I set out clearly what I would recommend, and what it would cost, before you commit to anything.
Who I help in Sale
- You commute from Sale, Brooklands or Dane Road on the Metrolink and have collected a workplace pension with every job move; I can help you work out what they add up to.
- You moved to Sale for Trafford's schools and the space to grow, and the fixed rate on the mortgage that got you here is coming to an end.
- You are settled in Ashton upon Mersey or Sale Moor, the mortgage is shrinking, and you want your savings and investments reviewed properly for the years ahead.
- After years of the tram ride into Manchester, you want to know in plain numbers when work could become optional, and what your pensions might actually provide.
If your working life has meant commuting from Sale into Manchester, you have probably picked up several workplace pensions along the way, and I can help you understand what they are worth together and whether they still suit your plans.
Sale's housing runs from period terraces near the town centre to the semis of Sale Moor and Brooklands and newer apartments by the tram line, so whether you are buying your first home in M33, moving within Trafford or reaching the end of a fixed rate, I can help you find a mortgage that fits and handle the application from start to finish.
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