How? Financial Review

Who we are

How? Financial Review is a team of passionate and experienced advisors offering transparent and impartial advice on mortgages, protection, and wills. Based in Stockport, we believe in building close, long-lasting relationships with our clients and helping them achieve financial security.

Our Mission

Our mission is to simplify the financial planning process and provide personalized solutions that meet our clients' individual needs. We achieve this by:

• Offering clear and concise information in plain language
• Tailoring our services to each client's unique situation and goals
• Providing a dedicated point of contact who will guide you through every step of the process
• Delivering exceptional customer service with transparency and integrity

1. Mortgages & Remortgaging

We provide expert guidance on securing the right mortgage, whether you're a first-time buyer or remortgaging to release equity. We compare current market offerings and negotiate competitive rates on your behalf.

2. Protection & Insurance

We tailor-make insurance plans to safeguard your financial future against unexpected events such as illness, injury, or job loss. This includes critical illness cover, income protection, and family income protection.

3. Wills & Trusts

Our experienced professionals can create clear and comprehensive wills and trusts to ensure your assets are protected and distributed according to your wishes after you pass away.

What sets us apart

• Person-centered approach: We take the time to understand your individual concerns, goals, and financial situation.
• Transparent and clear communication: We explain complex financial concepts in simple terms, ensuring you always understand your options and decisions.
• Competitive rates: We offer affordable and transparent fees that are clearly explained before you commit.
• Accessible service: We offer flexible appointment times and can meet you in person, over the phone, or through video conferencing.

Get in touch today

Let us guide you towards financial security and peace of mind. Contact us today for a free initial consultation and let's discuss your financial goals together.