NOW Financial Planning Ltd. - Altrincham

Zaka Hussain

Adam at NOW Financial Planning has been fantastic to work with! His advice has been clear and easy to understand, making it simple to see the bigger picture for me and my business when it comes to my financial goals. I appreciate his professionalism and thorough approach. I’m very happy to be working with Adam and confident in the direction we’re headed. Highly recommend!

Roger Phenton

We have been with NOW Financial Planning for many years. Our advisor, Phil Oats, has provided his expertise to guide us through the various stages of our life, including retirement.
I would highly recommend him to anyone wanting professional help in achieving their financial goals

Hormoz Ahmadzadeh

We have worked with Phil for a few years to plan our retirement. No work on our behalf; he does it all and makes it seem so simple & straightforward!
We have really appreciated the way projections are demonstrated so clearly with visual aids. Phil’s calm and humorous presence gives you every confidence that you are in secure hands. Thank you so much for all your support and guidance over the years, Phil.

Robert Martin

The advice, guidance and service quality that we have had from Phil at NOW over the last few years has given me the confidence and peace of mind to know that my financial future is secure. Our conversations are jargon-free, and the clarity of information and planning, plus the regularity of contact, has been great. Most importantly, all of this has paid off financially, and our retirement is looking a lot more comfortable than it did before. I can't recommend NOW's financial services enough.

Heather Thompson

My partner and I live life and don’t think much about pensions! But when we met Andrew from Now Financial we found someone really, I mean REALLY, passionate about pensions!! Which is not only lovely for him but quite useful for us too, seeing as his super-power is helping clients to achieve their life goals. We worked with Andrew for roughly 15 years, managed to retire earlier than we originally thought we might, and with enough income to do the things we want to do in retirement. All due to customer focused advice and support from Andrew and latterly his colleague Ceri. I highly recommend Now Financial as trustworthy in a world when it’s all too easy to get bamboozled. We felt great peace of mind all those working years knowing that we had a plan and support to adapt it if necessary. We still get support from Now in retirement monitoring our investments.

Joan Ayres

I have been with Now Financial for about 12 years, I joined them after losing by husband and needed financial advice and guidance.

I have always found Andrew and Ceri to be the upmost professionals, and their support has been invaluable during this time, they have never recommended me to do anything out of my comfort zone, if anything they have been the complete opposite.

I would not hesitate to recommend them to anyone thinking about obtaining Financial Advice.

John Veevers

I was made aware of Now Financial Planning Ltd. by a friend of mine who had been using them for so.e time. As I was at a crossroads with my finance decisions, due to previous bad recommendations from other so called advisors, I made an appointment to meet with my mates advisor on his next visit. This proved to be a turning point in my financial decision making, as we went through my goals & lifestyle objectives both then & in the future. Having now been with this advisor for several years I can honestly say I have no complaints. He has a yearly review with me and is only a phone call away if I have any queries or I need to withdraw some funds.

Chris Lawrence

Phil at NOW has been looking after my pensions and investments for a number of years, and working with him has made a massive difference to the the way in which these were organised and managed and this enabled me to take early retirement at 59. Pensions are not an easy thing to understand and the options available are bewildering but Phil has been excellent in explaining things and my portfolio has shown steady growth during some testing times. Communication is excellent; I get regular updates and reviews and can catch up with Phil as needed. Prior to working with NOW I really had no idea how to manage my pensions or retire and was probably hoping that things would work out, but it was really worth taking the step to seek advice and proper management and it has made all the difference.