About us
With a diverse range of qualifications and experience, our team is second to none.
What do we do?
We significantly improve the lives of individuals, families and small businesses through financial planning and break down the jargon so you can make well-informed decisions about your financial future.
Keeping you focused on achieving your goals is what we do best. For individuals, we cover a range of services, including retirement planning and mortgages, and for businesses, we advise on protection options for you and your employees.
Who are we?
Set up in 1985, we are a family-run firm led by Neville and Catherine Messenger. Neville has more than 35 years of experience, while Catherine, who holds the prestigious title of Chartered Financial Planner, has been helping clients for almost 20 years.
Supported by a team of paraplanners and administration staff, we always put your interests first and form a long-standing relationship. We are situated in Cheadle Hulme, but we work with people located all over the north-west of England and beyond.
Why choose us?
Our team provides a client-first approach and offers independent advice tailored to reflect your particular needs and financial goals. From our first meeting, we will give you the confidence to put all your trust in us, and we will help you get to where you want to be in life.
With more than 55 years of combined experience between them, your finances will be in safe hands.
