NOW Financial Planning Ltd. - Altrincham

Amanda M.

As an events business owner and parent of a young child, it's essential for me to have a reliable financial advisor who understands (and can make sense of) my unique needs. For several years, Adam and more recently Sam have have provided guidance and support. They've helped me establish key financial protections like pensions, life insurance, and income protection, ensuring peace of mind for my family and business.

Their annual reviews have been instrumental in identifying opportunities and keeping me on track with my financial goals. I also appreciate the user-friendly app that allows me to manage everything in one convenient location.

Without hesitation, I highly recommend Adam and Sam for their expertise, personalised service, and dedication.

Simon N.

The team at Now have been exceptional to work with over many years. Karen in particular has looked after all our various mortgage needs and has been recommended by me to anyone asking ... In more recent times Phil has been excellent at pension and life planning giving much comfort in our own minds about reaching financial freedom and reassurance in travelling the early retirement road. Thank you all at Now.

Ben H.

"I can't thank Sam Travis enough for his incredible support during my financial journey. He made the process of re-mortgaging my house stress-free and straightforward, explaining every step in detail and addressing all my questions with patience and expertise. His advice on setting up a private pension has given me real peace of mind about my future. I genuinely felt he had my best interests at heart throughout. If you're looking for a professional, personable, and highly skilled financial advisor, I wholeheartedly recommend Sam.

Mark E.

We were introduced to NOW Financial (Phil) by one of the directors of the company my wife & I work for, around 3-4 years ago, and we've been happily advised by them ever since, in matters related to my own pensions mainly and then that of my wife's.
We have the annual review that shows the current and future projections to keep us on track and also in-between those annual reviews, advice when we need it.
The internet & social media are always full of information "good & bad" about the world's finances, and we've always found Phil & his team to be quick & efficient in their responses to our questions & any concerns we have.
Very highly recommended.

Glyn B.

My finances have been managed by Carl Hilton at NOW Financial Planning Ltd since shortly after the financial crash in 2008, when my pension lost several tens of thousands of pounds. All that trauma is long forgotten and I am now in the comfortable position of having more than enough savings to keep me going for the foreseeable. Carl and his colleagues remain reassuring, friendly and helpful. I couldn't ask for more.

Peter T.

We first met Phil ten years ago following the loss of a close family member, to whom he had provided pension advice. As a result of this loss we were in need of some financial advice and had no hesitation in approaching Phil. He has consistently provided sage advice and is a lovely person, who always has time for you. We continue to benefit from his financial planning expertise.

M.SMETHURST

I have worked with Now Financial Planning through Phil for the last few years following a strong recommendation from one of my friends. I have have found the whole experience to be very beneficial and it has made my retirement planning less daunting. The life planning has made things easy to understand and really does put you in control of your finances.

Tom C.

We have been with Now for a few years and have no complaints whatsoever. Phil puts so much effort and useful information into our review meetings making it easy for us to reach decisions. We appreciate and benefit from his focus, planning and expertise he looks after us extremely well.
All the team are helpful and approachable and we would not hesitate to recommend them.