Wealth Management Services in North West

Wealth Management Services in North West

(3 reviews)

Median Financial

(3 reviews)

07879 557856

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Based in Preston with a presence in Manchester, Median Financial offers clear, tailored financial planning and wealth management advice to individuals, families, and business owners across the North West. As a Partner Practice of St. James’s Place, the firm takes a personal, relationship-led approach, helping clients plan with confidence and focus on their long-term goals.

andrew c said

I’ve been keen to consolidate all my pensions for a while but didn’t know where to start. Brian led me through the process perfectly. From start to finish I felt incredibly comfortable and confident with the way Brian set about initially gathering the information required and I’m delighted with the outcome. Highly recommended!
A. Collier.

Source: thebestof.co.uk

Latest Reviews

I’ve been keen to consolidate all my pensions for a while but didn’t know where to start. Brian led me through the process perfectly. From start to finish I felt …

andrew c
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Median Financial

Source: thebestof.co.uk

My husband and I spoke with Brian about our pensions and had a really positive experience. He is friendly, knowledgeable and took the time to explain everything properly so we …

Faye S
about
Median Financial

Source: thebestof.co.uk

Brian is knowledgeable, responsive, patient & proactive with advice & makes complex financial concepts easy to understand. What I appreciate most is the tailored approach provided to me. Brian is …

J J
about
Median Financial

Source: thebestof.co.uk