A fully independent financial planning firm

Offering exceptional planning, investment and review services

Welcome to Edgmoor Financial Planners

Edgmoor is a fully independent, Manchester based, financial advisory practice with an expertise in investment and pension planning. It currently advises on client assets of over £80,000,000.

Traditionally the firm has worked extensively with lawyers and their clients, but the services offered are open to everyone.

We look forward to being able to help you plan for a secure and prosperous future.

Meet the team

Edgmoor has a team of qualified professionals with extensive experience and an unrivalled commitment to client service.

Our Services

Investment

Invest wisely to ensure you meet your objectives

Pensions

Save for retirement and enjoy the new pension freedoms

Trustee Advice

Investment advice and compliance with the Trustee Act 2000

Advice for deputies

Full financial plans for those under the court of protection

Tax

Take advantage of valuable tax allowances to enhance your wealth

Protection

Ensure you and your family are financially secure for the long term

Testimonials

"The thing I'm most grateful for, is the peace of mind I have been given in regards to how likely the portfolio will be to last into the future."

Mr L-C, Milton Keynes

"The investments have been managed in a prudent fashion, which is our preference."

Mr H, Chorley

"My adviser was extremely friendly and informative explaining all issues in a straight forward manner which helped me to understand everything. I trust him implicitly - and I highly recommend them"

Mrs H, Macclesfield

"Barry helped me to invest in a different way to which I had become accustomed in the past. It turned out to be more secure and more successful"

Mr M, Prestbury

"The outcome so far is way beyond what I ever imagined. I genuinely don't believe he could have done anything better"

Ms B, Stoke-on-Trent

"Barry listened to my concerns regarding investments, explaining how these would be handled given my inexperience and cautious nature. Ever since my first meeting with Barry I have felt totally at ease with him and the way in which he has looked after my investment"

Mrs M, Clifton

"Investments made have grown, but it is not just about this, the friendly professional and helpful service Barry gives is responsive, considerate, and totally tailored to my needs."

Mr & Mrs P, Heywood

"We have seen a fantastic return on our investments in addition to a fantastic service. The attention to detail is unquestionable"

Trustees, Northenden

"Barry is a personable and trustworthy person who works in your best interests. If I have any questions I can phone and speak to him or see him in person and he will gladly advise "

Mrs W, Hebden Bridge

"I am very happy with the services recommended. Everything was explained clearly, concisely and professionally"