Real Wealth Partners provides personal, long-term financial planning from our Manchester city-centre office to clients across Greater Manchester, Cheshire, the wider North West and throughout the UK.
Manchester is one of the country’s leading centres for professional services, healthcare, technology and entrepreneurial growth. As careers progress and businesses develop, financial lives can become increasingly complicated. Income may come from several sources, shareholdings and partnership interests can become more valuable, and decisions about pensions, investments, tax, family and retirement begin to overlap.
Our Manchester financial advisers help bring those different elements together into one clear and practical financial plan. We work with individuals, families, professionals and business owners who want to understand where they stand, make confident decisions and use their wealth to support the life they want to lead.
Manchester office contact information
Address: Real Wealth Partners – Manchester Office
Office 1, First Floor, 14-18 Tib Lane, Manchester, M2 4JB.
Opening hours:
Monday
8:00am to 5pm
Tuesday
8:00am to 5pm
Wednesday
8:00am to 5pm
Thursday
8:00am to 5pm
Friday
8:00am to 5pm
Saturday
Closed
Sunday
Closed
Financial planning built around your life
Financial planning is about more than selecting investments or arranging a pension. It begins by understanding what matters to you. That might include achieving financial independence, preparing for retirement, protecting your family, selling a business, passing wealth to the next generation or simply having greater confidence that you are making the right decisions.
We help clients consider questions such as:
Using cashflow modelling and detailed financial analysis, we can show how different decisions may affect your future. This helps turn a collection of pensions, investments, property and business interests into a coherent plan.
A local financial planning team in Manchester city centre
Our office is based on Tib Lane in the heart of Manchester city centre, close to King Street, Albert Square and St Peter’s Square. It is convenient for clients working in the city’s commercial and professional districts and is accessible by tram, rail and road from across Greater Manchester, Lancashire, Merseyside and Cheshire.
Manchester’s economy brings together professional services, universities, major healthcare organisations, technology businesses, established family companies and a growing community of entrepreneurs. The resulting financial planning needs are often varied: partnership income, bonuses, share options, business ownership, NHS pension benefits, investment portfolios and family wealth may all need to be considered together.
From Manchester, we provide independent advice supporting clients in the city centre and across Trafford, Stockport, Altrincham, Hale, Wilmslow, Knutsford, Macclesfield, Bury, Bolton and the wider North West. Meetings can be held face to face or online, allowing the relationship to continue wherever work or family life takes the client.
Supporting Manchester’s professional community
Our Manchester team has particular experience supporting professionals whose financial affairs become more complex as their careers develop. This includes partners and senior employees within accountancy, legal, consultancy and other advisory firms, as well as senior executives with changing income structures, bonuses, partnership interests or share incentives.
People who spend their working lives advising clients, managing organisations or making important decisions for others can find that their own financial planning receives less attention than it deserves. We provide the time, structure and specialist guidance needed to bring everything together.
Financial planning for medical professionals
Doctors, consultants and other healthcare professionals may have to consider NHS pension benefits, private practice income, changing work patterns, tax allowances, protection requirements and retirement options.
These decisions should not be considered separately.
We help medical professionals understand how their pension, earnings, investments and personal priorities interact, creating a plan that can adapt as their career and family circumstances change.
Financial planning for technology professionals
Manchester’s technology and digital sector continues to attract founders, senior leaders and highly skilled professionals. Technology careers can create distinctive planning requirements, including variable remuneration, bonuses, share options, restricted stock, business equity and periods of rapid income or capital growth.
We help technology professionals consider how to:
Financial planning for entrepreneurs & business owners
For many entrepreneurs, their personal and business finances are closely connected. The business may be their largest asset, their main source of income and a central part of their future retirement plan. That creates important questions about extracting profits, protecting the company, building assets outside the business and preparing for succession or sale.
Our Manchester financial advisers help business owners coordinate their personal plans with the development of their company, including personal and business cashflow, pension and investment planning, business protection, succession, exit planning and inheritance planning.
Where appropriate, we work alongside accountants, solicitors and corporate finance advisers so that decisions are considered as part of the wider picture.
Meet our Manchester financial advisers
João Nogueira
Financial Planner based in Manchester
João supports professionals, entrepreneurs and business owners whose financial lives often sit at the intersection of career, business, family and personal ambition.
His work focuses on helping clients understand their choices and bringing pensions, investments, protection, tax planning and long-term objectives together into a practical plan.
Piers Rogers
Financial Planner based in Manchester
Piers supports clients across Manchester, Cheshire and the wider North West. He has particular experience advising professionals, including those working within the medical sector, and is expanding his focus to support technology professionals and business owners across the UK.
Piers believes technology should strengthen rather than replace the relationship between a client and their financial planner.
John White
Managing Director and Financial Planner based in Manchester
John works with individuals, families, professionals and business owners who want greater clarity and confidence about their financial future. His approach is centred on understanding what matters most to each client and bringing pensions, investments, protection, tax planning and long-term cashflow together into one coherent plan. As Managing Director, John also plays a central role in shaping Real Wealth’s financial planning standards, ensuring clients receive thoughtful, personal advice supported by robust governance and modern technology.
Our financial planning services in Manchester
A modern approach with a personal relationship
Real Wealth combines personal, relationship-led financial planning with modern technology. Through the Real Wealth Portal, clients can view important elements of their financial position in one secure place.
This supports clearer conversations and better-informed decisions while allowing our planners to concentrate on building trusted, long-term relationships. Technology makes the process more effective; it does not replace the listening, judgement and personal understanding at the heart of good financial planning.
Frequently asked questions
Where is your Manchester office?
Our Manchester office is at 14-18 Tib Lane in Manchester city centre, close to King Street, Albert Square and St Peter’s Square.
Do you advise business owners and entrepreneurs?
Yes. Our Manchester financial planners support business owners and entrepreneurs with personal and business financial planning, including pension funding, investment planning, business protection, profit extraction, succession and preparing for a future sale or exit. We help clients bring their business interests and personal wealth together into one clear long-term financial plan.
Do you provide financial advice for professionals in Manchester?
Yes. We advise professionals across Manchester, Cheshire and the wider North West, including senior executives, partners and individuals working in legal, accountancy, consultancy, medical and technology roles. We can help with pensions, investments, bonuses, partnership income, share-based remuneration, tax planning, protection and achieving long-term financial independence.
Do you advise doctors and medical professionals?
Yes. Our Manchester team includes experience advising medical professionals on pensions, investments, tax planning, protection and retirement.
Can you help with share options and technology-sector remuneration?
Yes. We can help technology professionals consider equity remuneration, concentrated shareholdings, pensions, investments and long-term financial independence.
Are you independent financial advisers in Manchester?
Yes. Real Wealth Partners is an independent financial planning and independent financial advice (IFA) firm in Manchester. Being independent means we are not tied to any bank, insurer or investment provider. We recommend solutions from across the market where appropriate, helping you make confident financial decisions based on your goals and circumstances.
What’s the difference between financial planning and wealth management?
Financial planning focuses on helping you achieve your long-term life goals through careful planning around pensions, investments, tax, retirement, protection and estate planning. Wealth management is often used as a broader term for managing investments and wealth over time. At Real Wealth, our Manchester advisers combine both, creating a long-term financial plan alongside ongoing investment and wealth management advice designed around your objectives.
Talk to our Manchester financial planning team
Whether you are building your career, growing a company, approaching retirement or considering how best to support your family, a clear financial plan can help you make decisions with greater confidence.
Arrange an initial conversation with our Manchester team:
