Chartered Financial Planner

Chartered status is the ultimate symbol of professionalism and technical competence. A Chartered Financial Planner has proven:

  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct

Guiding you and your family towards your goals

Independent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.

About us

The clients

We work with

Our clients come from all walks of life. Whether you’re an individual or a business, if you’ve got a goal and an open mind, we can help.

Reviews and Ratings for Financial adviser Mark Galligan, Manchester
Corporate clients

Areas of advice include shareholder protection, key person insurance, group pension schemes and corporate investments.

Corporate clients
Private clients

Areas of advice include retirement planning,  investments, estate planning protection and pension advice.

Private clients


MGT Financial Planning

We are an independent financial planning firm based in Manchester. We pride ourselves on our service; our clients are people, not numbers and we often work with multiple generations of the same family to provide a truly personal, bespoke experience.

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Years experience





Of meetings held

Mark Galligan

Director and Chartered Financial Planner

A Chartered Financial Planner and a member of the Personal Finance Society, Mark has nearly two decades of industry experience. He has developed a strong network of both personal and corporate clients across the country and specialises in helping them meet their financial objectives.

Get to know

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

How can we help?

If you’d like to find out more about what we can do for you, just get in touch using our contact form.