Momentum Wealth
Stretford
(3)
Stretford
(3)
Momentum Wealth -Ensuring business owners and professionals make smart decisions with their money.
3 customer reviews
Louis
After seeking help regarding management of my pension and savings, Matt provided me with some great advice and information which has had a big impact.
Previously I did not have a long-term view of my personal finances and investments, and I didn’t appreciate the degree to which your actions now can affect your future finances & lifestyle.
Getting a long-term holistic view from Matt opened my eyes to this type of thinking and planning, and has given me a completely new perspective in terms of how to invest going forward. Further, Matt didn’t take a one size fits all approach and was keen to understand my goals as an individual and then provide me with the appropriate advice.
I would highly recommend Matt to provide sound and solid financial advice, backed by research and a keenness to do best by the individual and help them achieve their goals.
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Amy
Matt has been much help as my financial advisor. He considered my overall situation, forecasted a plan and recommended a suitable pension and pension fund for myself. Highly recommend Matt to anyone looking for a financial advisor/planner. More...
Anderson
Financial Advisors
immediate response, very helpful and open and highly helpful to approach.
Thank you
Why should our clients choose you?
We ensure you make smart decisions with your money. Feel free to speak to us for a no fee, no obligation chat.
Can you provide your services online or remotely? If so, please add details.
Yes we can advise and plan remotely using Teams or Zoom.
Business Owners
We help business owners who want to make the most of their profits: You are building up spare cash in the business and unsure what to do with it. Your business is in a growth phase. You are busy with running your business and want an expert to help you create a personal financial plan.
Professionals
We help professionals who want to make the most of their earnings: Your total earnings are at least £100,000 per year. You have disposable cash you want to make better use of. You may have equity in the company you work in e.g. Restricted Stock Units or through an Employee Share Purchase Plan.
