Financial adviser in Worsley
I'm Max Gallagher, a financial adviser (DipPFS, CeMAP) working with families and professionals across Worsley, from the black-and-white village core around the Green and the Delph out to Roe Green, Ellenbrook and Boothstown. This is a village where the starting point of the Bridgewater Canal sits alongside some of the most sought-after homes in Salford, and the financial questions here reflect that: established careers, valuable houses, and wealth that needs protecting as much as growing. Through Financial Options Group, an Appointed Representative of Quilter, I help Worsley households do exactly that.
My office is over in Walshaw, near Bury, but with Worsley sitting right on the M60 I regularly come to clients at home anywhere from Monton to Boothstown, and if Teams or a phone call suits your week better, that works just as well. The first meeting is free and without obligation: we'll talk through what you've built (the pensions, the house, the plans) and what you want life after the commute into Manchester to look like. Afterwards you'll get a plain-English summary of what I'd recommend and what it would cost, and the decision stays entirely yours, whether we've met at your kitchen table in Roe Green or over a lunchtime video call.
Who I help in Worsley
- Careers spent commuting into Manchester or MediaCityUK often leave Worsley professionals with a drawer full of old workplace pensions, I can review whether they're still pulling in the same direction.
- Around the village conservation area, the Green and Boothstown, the family home is often the biggest asset, so questions about inheritance and passing on wealth come up a lot here.
- Plenty of Worsley residents run their own businesses between here, Walkden and the East Lancs corridor, I advise on director pensions, protection and drawing income from the company sensibly.
- Whether retirement means more time on the Bridgewater towpath or at RHS Garden Bridgewater, working out how to turn pension pots into an income is a conversation I have with Worsley clients often.
If your working years have meant the commute from Worsley into Manchester (and a different workplace pension for every chapter) I can help you make sense of what it all adds up to and plan a retirement with more mornings on the towpath than the M60.
From period cottages near the Delph to modern family homes in Ellenbrook and Boothstown, moving in and around Worsley often means serious borrowing, and as a CeMAP-qualified adviser I'll help you find a mortgage that fits the move.
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