Business Details
21 Years
experience
Award-Winning Financial Advisers in Manchester
At Money & Mortgages, we have built a reputation over two decades as a trusted financial advisory firm rooted in Manchester. Our team comprises highly qualified professionals, including Chartered Financial Planners and Fellows of the Personal Financial Society, who deliver tailored advice grounded in deep industry expertise. We prioritise treating clients fairly, leveraging advanced cashflow modelling technology to create bespoke financial strategies.Our commitment extends beyond financial services, with active community engagement through sponsorships and volunteering in the North West. Regulated by the Financial Conduct Authority, we ensure all our advice adheres to the highest regulatory standards while maintaining a personal, client-centric approach.
Services
Mortgages
Financial Planning
Investments
Insurance
Pensions
Equity Release
Details
- Year established: 2005
Highlights and features
- We have over 20 years of experience in financial advisory services.
- Our team holds Chartered Financial Planner and FPFS qualifications.
- We use cashflow modelling technology for personalised financial planning.
- We are regulated by the Financial Conduct Authority (FCA).
- We actively support local community initiatives in the North West.
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Financial Planner
- Fellow of the Personal Financial Society (FPFS)
What people say
Seamless process
Highly recommend
Professional and friendly
Expert guidance
Stress-free experience
Services
Mortgage Advice
We provide expert mortgage advice tailored to individual circumstances, including first-time buyers, remortgaging, and buy-to-let properties. Our FCA-regulated team secures competitive deals while explaining options clearly. Clients benefit from ongoing support throughout the mortgage lifecycle.
Financial Planning
Using advanced cashflow modelling, we create comprehensive financial plans covering retirement, investments, and protection. Our Chartered Planners ensure strategies adapt to life changes while maintaining regulatory compliance. This service helps clients achieve long-term financial security.
Equity Release
Specialist equity release advice for clients aged 55+, including lifetime mortgages and home reversion plans. We hold Society of Later Life Adviser qualifications to ensure appropriate solutions. Full explanations of implications and alternative options are provided.
Investment Management
We offer investment advice across various risk profiles, from cautious to adventurous strategies. Our Chartered status ensures recommendations align with long-term goals while considering tax efficiency. Regular portfolio reviews maintain alignment with changing circumstances.
Protection Insurance
We provide life, critical illness, and income protection insurance tailored to personal circumstances. Our approach compares multiple providers to find suitable policies at competitive rates, with clear explanations of coverage terms and exclusions.
People
Marc Harrison
Partner
Chartered Financial Planner and FPFS holder with expertise in complex financial strategies. Leads client relationships with a focus on long-term planning and ethical advice.
Jon Gildea
Partner
IFA specialist with over 20 years' experience in mortgages and pensions. Known for simplifying complex financial concepts and securing competitive deals for clients.
Paul Elliott
Partner
Mortgage expert with a track record of finding solutions for challenging cases. Specialises in buy-to-let portfolios and remortgaging strategies for high-net-worth clients.
Jade Clarke
Administrator
Key contact for insurance policies and administrative support. Ensures smooth processing of documentation while providing clear explanations of policy terms.
James Lawton
Mortgage Adviser
Specialist in first-time buyer mortgages and new property purchases. Known for proactive communication and navigating complex lending criteria to complete transactions.
Questions
What services does Money & Mortgages offer?
We provide mortgages, financial planning, investments, insurance, pensions, and equity release solutions tailored to individual needs.
Are your financial advisers qualified?
Yes, our team includes Chartered Financial Planners and Fellows of the Personal Financial Society, regulated by the FCA.
How do you personalise financial advice?
We use cashflow modelling technology to create bespoke strategies aligned with your unique circumstances and goals.
Do you work with first-time buyers?
Yes, we specialise in guiding first-time buyers through mortgage applications and financial planning.
What areas do you serve?
Primarily Manchester and the North West, but we assist clients nationwide with remote consultations.
