MGT Financial Planning Ltd
M21, Manchester
(2)
M21, Manchester
(2)
MGT Financial Planning Ltd was founded on the principle of integrity, and this informs every decision we make within the business.
We provide independent financial advice to both private and corporate clients.
2 customer reviews
Paul D
Financial Advisors
Mark has provided a very professional and thorough service. He has carried out a comprehensive fact finding review of my wife & I's finances including Pensions, ISAs, Investments. We feel that our finances are now in good order, and he has understood our situation. We look forward to working with him in the future More...
Steve Morris
Mark Galligan (MGT Financial Planning Ltd) has been my financial advisor for over 10 years. He is very professional, personable, knowledgeable and a pleasure to work with.
Having initially established my objectives he has helped me create a varied investment portfolio to meet my requirements, explaining the pros and cons, risks and benefits of each investment he has recommended.
During the period Mark has been my financial advisor he has undertaken regular reviews to ensure that that my investments are still on track to meet my requirements, recommending adjustments when necessary. I am happy with the performance of the investments that Mark has recommended.
More...
What do you love most about your job?
I enjoy the process of informing and educating my clients, so they are better able to make sound financial decisions. Furthermore, it is a pleasure to work in a field that allow me to help people to achieve their goals.
What inspired you to start your own business?
Running my own firm means I do not have to compromise on the products I offer of the service I provide to my clients.
Why should our clients choose you?
I have integrity. I have been successful in my career because clients quickly recognise that I will put their interests first.
Early in my career, I was taught that if you always put the client's interests first, you will build a successful business. That rang true for me, so that is what I have always done; and they were right.
Can you provide your services online or remotely? If so, please add details.
Yes. We have invested heavily in technology, which means clients who chose to receive our service remotely, get the same high standard of advice, as someone who chooses to meet us face to face.
What changes have you made to keep your customers safe from Covid-19?
Our technology allows us to provide a full service, remotely. Where clients are unable to use this technology, and they need to meet face to face, we have had to be creative. For example, we held some meetings outside in the summer. There is usually a way to accommodate the client's circumstances, whilst staying safe.
Pension Advice
Investment Advice
Life Assurance
Critical Illness Protection
Income Protection
Estate Planning / Inheritance Tax Planning
Retirement Planning
Tax Efficient Investing
