• Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Financial Planning and Long-Term Care Insurance
  • Certificate in Life & Pensions
  • Award in Long-Term Care Insurance

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

About us

Reviews and Ratings for Financial adviser Mark Galligan, Manchester

Mark Galligan - Director and Chartered Financial Planner

Mark is the founder and director of MGT Financial Planning Ltd, he founded the business on the principles of integrity and this informs every decision we make within the business. Mark has nearly 20 years of experience in the financial services industry. He is one of only a select number of financial planners to achieve Chartered status. Mark is also a member of the Personal Finance Society. He has vast experience in helping both private individuals and small to medium sized business owners achieve their goals, growing and protecting their wealth and ensuring security for the future.

Mark is married with three children. He was born in Malawi in Africa and spent most of his childhood living abroad. He came to university in Manchester so he could be close to the hills and mountains – and never left! He has now lived in South Manchester for 30 years and it is very much his home.

Outside of work, Mark is a keen hill walker and enjoys spending time in the Peak District, North Wales and the Lake District.

Our mission statement

We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this as:

  • We are open about the way we carry out our business and how we are remunerated
  • We welcome customer feedback on a regular basis
  • We encourage all our staff to continue with their professional development
  • Our business is about our customers, and we are always conscious of this.

We look at all areas of our business on a regular basis to ensure that:

  • Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
  • We consider our customers when promoting new services and products and ensure that they are relevant to them.
  • Our customers are provided with clear information and we keep them informed before, during, and after the point of sale.
  • Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
  • We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard.
  • We will ensure that our customers can switch providers, change products, surrender policies and make any

Important information

Mark is authorised by the Financial Conduct Authority (FCA), registration number 953054. The FCA requires that all registered financial planners must hold an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).

You can view Mark’s credentials by clicking on the buttons.

Mark in the spotlight

On an ideal weekend you can find me:
In the hills, followed by a pub lunch and a pint of real ale.
My favourite holiday destination is:
Sailing in the Greek Islands or diving in Thailand.
My favourite song to play in the car is:
Impossible to say. I love music and I enjoy a huge range of genres. As long as there is music, I am happy!
The three small things that make my day better are:
A hug from my kids, going for a run and dinner with my family.
My pet peeve is:
Queue jumpers!
The types of people I enjoy working with most are:
Those who ask questions. When someone asks something or challenges me, I know they’re engaged in the process!
When the dessert menu arrives, I’m looking for:
Sticky toffee pudding

A network of support

FE Analytics
A one-stop tool for investment research and analysis, portfolio construction and management and more.
eValue partner with some of the UK's largest financial institutions, innovative start-ups, and independent providers. Delivering engaging financial planning software solutions and award-winning investment solutions, powered by our proprietary stochastic asset model.
Innovative cashflow modelling software which helps us answer big questions and create tailored financial plans for our clients.
Leading provider of next-generation solutions and services to the life and pensions market. Offering the UK's broadest range of integrated and licensed solutions used by leading providers, distributors and their IFAs.
Manchester IT
Providing insightful knowledge and clear thinking when it comes to solving your tech challenges in the business world.
Bringing together the capabilities of five leading businesses to create a leader in technologies for financial advice.
Smart Search
Performing AML compliance and due diligence, with a sophisticated electronic platform.
Sense Network
Providing compliance and business development support to financial advisory firms looking to prosper in a changing and technologically focused world.
Microsoft 365
Providing cloud-based productivity and collaboration applications that integrates all Microsoft’s existing online applications
Adobe DC Pro
Providing a trusted PDF converter, the most mobile, productive, and collaborative PDF solution Adobe offers.

How you benefit from our network

  • You’ll have a dedicated team of professionals on hand to guide you through the process and provide exceptional service at every stage.

  • With cashflow modelling at the centre of our service, together we can visualise your financial future and explore the impact of certain decisions.

  • The latest technology means we keep our finger on the pulse of the financial market, so we can adapt your strategy in line with it.

  • With a strong network to support us, we have more time to focus on the things that really matter – you and your family.

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.