Why choose us

Your guide throughout your financial journey

Choosing a financial planner is a big commitment. It’s more than simply selecting a service; it’s selecting a partner to guide you through some of the most important financial decisions you’ll make in life. We understand the significance of your choice – that’s why we want to help you make the right one. Here are some of the reasons clients place their trust in us.

Here's why our clients place their trust in us...

1. Integrity at our core

We hold integrity high up in our core values, and it’s not a word we use lightly. We care hugely about doing the right thing and doing it in the right way for our clients. We aim to instil in them the confidence that whatever their situation, they can trust us completely to do what we’ve promised.

2. Specialists for business owners

We have many years of experience working with business owners and directors. We understand many of the challenges you face, and our first-hand knowledge means we can provide a service that enables us to look after you and your business at the same time.

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3. Chartered status

Mark Galligan is a Chartered Financial Planner, a highly regarded status awarded by the Chartered Insurance Institute (CII). To have achieved this level of qualification, a financial planner must demonstrate the highest levels of knowledge, professionalism, and ethical practice. By choosing to work with someone who is Chartered, you can be confident that you’re receiving the highest calibre of advice.

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4. Our professional connections

We can work seamlessly with your other trusted professionals, such as accountants and solicitors, to ensure a fully joined-up approach to your financial affairs. With an extensive knowledge of their processes and ways of working, we can avoid some of the more common obstacles to progress and ensure things stay on track.

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5. Totally independent

We’re proud of our independent status and firmly committed to maintaining it. As an independent firm, we can operate on a non-restricted basis for our clients and recommend products from the whole of the market. This means we can truly focus on sourcing the right solutions for different needs.

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6. Our personable service

Financial planning is an inherently personal process. We know that achieving the best outcomes is a result of you feeling comfortable, understood and listened to. We treat every one of our clients as we would hope to be treated ourselves – with care and compassion.

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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.