Secure Your Legacy. Plan Your Retirement With Confidence.
Personalised pension and inheritance planning from trusted advisors in Manchester.
Request a Free Pension ReviewAuthorised and Regulated by the Financial Conduct Authority
Our Commitment to Your Financial Future
At Giltedge Legacy Planning, we believe that everyone deserves a secure and fulfilling retirement. Founded in the heart of Manchester, our mission is to provide clear, unbiased, and personalised financial advice. We cut through the complexity of pensions and investments, creating straightforward strategies that protect your wealth and build a lasting legacy for your loved ones. We pride ourselves on building long-term relationships, understanding that your financial journey is unique and evolves over time.
Our Expertise at a Glance
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Years Combined Experience
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M+ In Client Assets Advised
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Families Secured
Comprehensive Planning for Every Stage of Life
Personalised Pension Review
We'll consolidate and analyse your existing pensions to ensure they are working efficiently towards your retirement goals. Discover hidden opportunities and potential pitfalls.
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Inheritance Tax Planning
Strategically structure your estate to minimise tax liabilities and ensure your wealth is passed on to your beneficiaries as you intend, preserving your legacy.
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Retirement Income Strategies
Explore your options with annuities and drawdowns to create a sustainable and tax-efficient income stream in retirement, tailored to your lifestyle needs.
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Investment Advisory
Receive expert guidance on creating a diversified investment portfolio aligned with your risk tolerance and long-term growth objectives, for steady financial accumulation.
Learn MoreOur Straightforward 4-Step Planning Process
01
Discovery & Goal Setting
A no-obligation meeting to understand your personal and financial aspirations, concerns, and to see if we're a good fit for your unique situation.
02
Financial Analysis
We conduct a thorough analysis of your current financial situation, including pensions, investments, and assets, to identify strengths and areas for optimisation.
03
Strategy & Plan Creation
We present your bespoke financial plan—a clear, actionable roadmap designed to achieve your specific objectives, explained in plain English.
04
Implementation & Review
We handle the implementation of your plan and schedule regular reviews to ensure it remains aligned with your life changes, adapting as needed.
Meet Your Chartered Financial Planners
Alan Briggs
Chartered Financial Planner, Director
With over 15 years in financial services, Alan specializes in complex pension transfers and high-net-worth estate planning. He is dedicated to helping clients navigate their financial journey with clarity and confidence, ensuring every decision is aligned with their long-term security. His pragmatic approach and deep industry knowledge make him an invaluable guide.
Susan Carter
Retirement & Investment Specialist
Susan is an expert in retirement income solutions and investment management. She is passionate about empowering clients to make informed decisions that lead to a comfortable and worry-free retirement. Her meticulous attention to detail and ability to simplify complex investment concepts ensure clients feel fully in control of their financial future.
What Our Clients Say
“Giltedge Legacy Planning transformed our retirement outlook. They consolidated multiple confusing pensions into one clear plan, giving us peace of mind we never thought possible. Their guidance was truly exceptional.”
- John & Mary P., Retired Teachers, Manchester
Goal: Consolidate pensions. Outcome: Increased projected retirement income by 15% and simplified management across their combined portfolios.
“The inheritance tax advice was invaluable. The team explained everything in simple terms and helped us structure our estate to protect our children's future. Truly first-class service that has secured our family's legacy.”
- David L., Business Owner, Cheshire
Goal: Efficient estate planning. Outcome: Mitigated a significant inheritance tax liability, securing more wealth for his beneficiaries.
“As a busy professional, I needed clear, concise investment advice. Giltedge provided exactly that, with strategies tailored to my risk appetite. My portfolio has seen consistent growth thanks to their expertise.”
- Sarah K., Doctor, Liverpool
Goal: Grow investments. Outcome: Optimised portfolio allocation, achieving an average annual return surpassing market benchmarks.
“Navigating retirement options seemed daunting until Giltedge stepped in. They explained annuities and drawdowns thoroughly, helping me pick the perfect income strategy. I can now enjoy my retirement without financial worries.”
- Michael T., Recent Retiree, Altrincham
Goal: Sustainable retirement income. Outcome: Structured a tax-efficient income stream providing steady funds for life.
“The team at Giltedge is incredibly professional and caring. They helped me plan for my children's education and my own long-term care, providing a truly holistic financial plan. I feel much more secure about the future.”
- Eleanor V., Single Parent, Stockport
Goal: Comprehensive family financial planning. Outcome: Established future funds for education and personal care, reinforcing financial resilience.
Start Your Journey to a Secure Future
Contact us today for a free, no-obligation initial consultation. Let's discuss your goals.
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Our Details
4502 Cornbrook Road, Unit 3A, Manchester, Greater Manchester, M15 4QN, United Kingdom
Monday - Friday: 9:00 AM - 5:00 PM
Giltedge Legacy Planning is a trading name of Giltedge Financial Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA registration number is 123456.