Financial adviser in Uppermill
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, working with clients in Uppermill and across the Saddleworth villages, Greenfield, Dobcross, Diggle, Delph and everywhere between. Uppermill may be the largest of them, but it still works like a village: people here trust the faces they know, from the independents along the High Street to the bands that fill the streets on Whit Friday. I try to be that kind of adviser, pensions, investments, mortgages and wealth planning explained plainly, by someone who actually turns up.
Most of my Uppermill clients prefer to meet face to face, so I'll come to you (at home or over a coffee in the village) and I'm over on this side of Greater Manchester regularly from my office in Walshaw, Bury. If you're fitting me in around a commute from Greenfield station, a Teams call or phone chat works just as well. The first meeting is always free and without obligation: we'll talk through where you stand and what you want life in Saddleworth to look like, then I'll set out clear next steps in writing, you decide if and when to go ahead.
Who I help in Uppermill
- You catch the train from Greenfield into Manchester each morning and would rather your adviser came out to Saddleworth in the evening than added another appointment in town.
- You're buying or remortgaging a stone weaver's cottage, a canal-side terrace or a mill conversion, and want an adviser who knows these older Saddleworth properties can need a more considered lender search.
- You run one of the independent shops, cafés or trades that keep Uppermill's High Street going, and your own pension has sat at the bottom of the to-do list for years.
- You want to retire right here (near the moors, the Huddersfield Narrow Canal and the Whit Friday contests) and need your pensions and investments organised so staying put stacks up.
A working life spent commuting out of Saddleworth tends to leave a trail of pension pots behind it, and I help Uppermill clients pull them together into one clear plan for a retirement spent on this side of the Pennines.
Uppermill's stone cottages, terraces and mill conversions don't always fit a standard online mortgage checklist, so I help buyers and remortgagers here find lenders who are comfortable with older, character properties.
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