Financial adviser in Wilmslow
Wilmslow sits at the heart of Cheshire's golden triangle, and its financial lives reflect that, substantial family homes, plenty of business owners, and professionals commuting from Wilmslow station into Manchester or straight down to Euston. I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, an Appointed Representative of Quilter, and I help Wilmslow households with pensions, investments, mortgages and wider wealth planning. It's a town where the value tied up in property alone can make inheritance and estate questions hard to ignore.
I'm based in Walshaw, near Bury, on the other side of Greater Manchester, and I work with Wilmslow clients however suits them best, face to face when I'm over in Cheshire, or by Teams or phone, which fits neatly around a Manchester commute or early starts at the airport. The first meeting is always free and without obligation: we talk through where you are, what you want to achieve, and whether I can genuinely help. If we go ahead, you'll get clear recommendations in plain English; if not, you've lost nothing but an hour.
Who I help in Wilmslow
- Property in Wilmslow is among the most sought-after in Cheshire, so inheritance tax and estate planning are live questions for many households here, often raised by the value of the family home alone.
- The town has a deep pool of business owners and company directors (from Grove Street and Water Lane practices to firms serving the wider golden triangle) who need pension, protection and extraction planning built around the business.
- Wilmslow station puts Manchester and even London within daily reach, and long commuting careers tend to leave a trail of workplace pensions from different employers that deserve a proper review.
- Wilmslow is a headquarters town in its own right (the Information Commissioner's Office is based here) and with Manchester Airport close by, I often see share schemes, relocations and benefits packages that don't fit a standard mould.
Between Manchester commutes, careers built around the airport and stints working down in London, working life in Wilmslow tends to scatter pensions across several old employers, I help residents pull that picture together and plan what retirement in Cheshire will actually cost.
Buying in Wilmslow often means borrowing at the larger end of the market, and as a CeMAP-qualified adviser I help clients structure mortgages for everything from apartments near the station to family homes out towards Styal and Dean Row.
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