Financial adviser in Timperley
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I work with families and professionals across Timperley, from the village shops on Stockport Road out towards Brooklands and Broadheath. It is the kind of Trafford suburb people settle in properly, arriving for the schools and the tram line and staying for decades, and roots like that deserve financial planning with the same long view. It is also a place with a sense of humour about itself (not many villages give Frank Sidebottom a statue), so expect plain English from me rather than jargon.
My office is in Walshaw near Bury, but I spend plenty of my week on the south side of Greater Manchester and will happily meet you in person in Timperley itself or nearby in Altrincham or Sale. If a sit-down meeting is hard to fit around the school run and the tram into town, we can talk by Teams or phone instead, which is how I advise clients across the UK, and my 150+ five-star Google reviews come from both kinds of conversation. The first meeting is free and without obligation: we talk through where you stand and what you want your money to do, then I set out what I would recommend, what it would cost and what happens next, so you can decide in your own time.
Who I help in Timperley
- Families often move to Timperley for Trafford's grammar school catchments, and I help parents plan for the costs that follow, from tutoring through to university.
- The Metrolink line into Manchester fills Timperley with city professionals, many carrying a trail of workplace pensions from different employers that have never been reviewed together.
- With Manchester Airport nearby, plenty of Timperley households are built on airline and airport careers, and the shift patterns, allowances and pension schemes that come with them repay a proper look.
- Timperley's interwar semis are homes people extend rather than leave, which brings its own questions about remortgaging, equity and eventually passing wealth on.
Whether your working life has meant the tram from Timperley into Manchester or shifts out at the airport, I help you make sense of the pension pots gathered along the way and shape them into a clear retirement plan.
I hold CeMAP and advise on mortgages for every stage of Timperley life, from a first home near the tram stop to remortgaging the semi you would rather extend than leave, often to stay inside the school catchment.
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