Financial adviser in Whitefield
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) with Financial Options Group, an Appointed Representative of Quilter, and Whitefield is home turf for me, from Besses o' th' Barn up to Stand and across to Hillock and Unsworth. A lot of the people I help here are commuters who hop on the Metrolink into Manchester each morning and want their pensions, investments and mortgages looked after by someone local, not a call centre. My office is at 42 High Street, Walshaw, the other side of Bury town centre from Whitefield, so we're very much neighbours.
If you'd rather talk face to face, I'll happily come to you in Whitefield (a kitchen-table conversation in Stand or Park Lane suits me fine) or you're welcome at my Walshaw office, a short drive up through Bury. If Teams or a phone call fits better around the school run or the tram from Whitefield station, that works too. The first meeting is free and without obligation: we'll talk through where you are now, what you want life to look like, and whether I can genuinely help before you commit to anything.
Who I help in Whitefield
- First-time buyers and young families settling into the semis around Hillock, Unsworth and Park Lane, who want a mortgage explained properly rather than rushed through.
- Metrolink commuters from Whitefield and Besses o' th' Barn who've collected a string of workplace pensions from Manchester employers and want help making sense of them all.
- Business owners trading along Bury New Road (the same stretch that's home to Slattery's) thinking about pensions, protection and taking money out of the business sensibly.
- Longer-standing residents around Stand and Ringley Road planning retirement, and starting to think about passing wealth on to children and grandchildren.
Whether you've built up several workplace pensions over years of commuting into Manchester on the Bury line, or you run your own business in Whitefield and haven't started one yet, I'll help you understand what you've got and plan what comes next.
From first homes near Besses o' th' Barn to families moving up to something bigger around Stand or Unsworth, I advise on mortgages and remortgages across Whitefield as a CeMAP-qualified adviser.
Your first conversation is free, with no obligation to proceed.
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