Financial adviser in Stockport
Stockport is having a moment, independents filling the Underbanks, cranes over Stockport Exchange, and families putting down roots everywhere from the Four Heatons to Marple Bridge. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I help people across the borough make confident decisions about pensions, investments and mortgages. Whether you commute into Piccadilly from Heaton Chapel or run a business off the A6, I aim to bring big-firm expertise with the feel of a local conversation.
Many Stockport clients like to meet face to face (I'll happily come to you, whether that's Cheadle, Bramhall, Marple or the town centre) while commuters often find a Teams or phone call easier to fit around the train from Stockport station. The first meeting is free and carries no obligation: we talk through where you are, what you want to achieve, and whether advice would genuinely add value for you. If it would, I'll set out clear next steps in plain English, and if it wouldn't, I'll tell you that too.
Who I help in Stockport
- Young professionals swapping a rented flat near Manchester city centre for a first home in Edgeley, Reddish or the Heatons, and wanting the mortgage and protection basics done properly from day one.
- Growing families settling in Bramhall, Cheadle Hulme or Marple for the schools, balancing a bigger mortgage with saving for what comes next.
- Business owners (from Underbanks independents and market traders to firms along the A6) who sort everyone else's wages before their own pension.
- Longer-standing residents in Romiley, High Lane and Hazel Grove, out towards the Peak fringe, working out how to turn decades of pension savings into a retirement income.
If your working life has left you with a patchwork of pensions (shifts at Stepping Hill, years with a Manchester employer, maybe a spell self-employed in between) I can help you piece them together and see what retirement in Stockport could realistically look like.
From a first terrace in Edgeley or Reddish to a family move to Bramhall or Marple Bridge, I'll help you find a mortgage that fits the step you're taking in Stockport, and explain every option in plain English along the way.
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