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Reviews

"Matt has been my trusted, reliable financial advisor for the last couple of years. He's friendly, knowledgeable and professional. He takes time to explore the long-term goals for me and my family and is always aware of our current circumstances. I'd highly recommend him to anyone looking for expert financial planning."

- James Mackay

"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 in Manchester."

- Callum Wadell

Review of Momentum Wealth Financial Advisor Manchester

"I was looking for financial advice and future planning particularly as I was in a sort of crossroads with some important decisions and needed an impartial insight.

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I was very glad to have met Matt Routledge and his team at Momentum/Broadoak. Their services and ethos are a great fit for me : they look at all aspects of one's life holistically and understand that making more money is not necessarily the end goal for all.

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I found Matt to be very approachable, understanding and willing to answer all my questions. I am very happy with the advice given and the detail and consideration in the report.  I look forward to working with Matt in the years to come."

- Maria Sif

Review of Momentum Wealth Financial Advisor Manchester

"Matt has been a tremendous support! This advisor office has a good mix of experience while also being able to understand the needs of a younger person just starting out. Very diligent and patient along the way! 100% recommend"

- Klara Foltynova

Review of Momentum Wealth Financial Advisor Manchester

Momentum Wealth is a trading name of Broadoak Financial Planning which is authorised and regulated by the Financial Conduct Authority. 

 

Broadoak Financial Planning Ltd is entered on the Financial Services register under reference number 928771

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Registered address: 21a Marsland Road, Sale, Cheshire, M33 3HP

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