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Active Mortgage & Insurance Solutions

(50)

Remortgage
The Future
Working Hours

“Phil was so supportive in helping us to select the right mortgage and guided us through the process, keeping in constant contact and making sure that everything went smoothly. He also found a new house insurance which saved us a lot of money! We wo...”

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ARK Financial Planning

(39)

Question
Expertise
Information

“The team of experts at Ark is friendly and approachable. Over the last ten years they have been most helpful in explaining, advising and executing appropriate and relevant matters.”

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Pearson Solicitors and Financial Advisers

(20)

Inheritance & Will Disputes, Divorce and Family Law, Medical Negligence

“I dealt with Ben tatters selling a flat in north wales which was far from straight forward. Ben absolutely smashed it, nothing phased him, He dealt with everything methodically and just dealt with each problem as the came up, extremely professional c...”

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Acumen Pensions and Investments

(1)

“'Acumen go above and beyond to make sure the financial advice they give is personal. I can't recommend them enough!'”

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Company Insolvency Advice

(1)

“Robert was very helpful in explaining our options in a time when we were very worried about our future as business. I didn't even know what Insolvency meant, but they put us at ease and guided us through a rocky process very professionally.”

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Allen Mills Howard & Co

(2)

Business Support and Solutions, Tax Compliance, Corporate Finance

“David was quick to help us get our books done despite presenting him with a tight schedule. Not only is David professional, flexible and efficient, he is also a pleasure to speak with and explains things in an easy to understand manner. I've already ...”

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Albion House Wealth Management

(4)

Pension

“I would highly recommend Albion House Wealth Management, who I have used to set up a private pension. They have been very supportive, explaining everything in simple terms whilst keeping me updated regularly with the process. My financial adviser Isa...”

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Farsight Wealth

Retirement Income, Pensions, Protection & Insurance

“We chose Dominic because he was experienced in the financial areas of interest to us and because he is younger, we know we can use his services for many years to come! He has been reliable and showed deep technical knowledge in some of the complex ar...”

Featured

When you look at your pension pot value – do you just see numbers on a screen? There’s many things you might want to consider when it comes to your pension pot, like: - Do you understand the underlying investments? - Have you declared a beneficiary or beneficiaries on your expression of wishes? - Are you still in the same fund from when your pension was set up? - Will your contributions help you achieve the retirement you’re dreaming of? - Did you know that you could make single lump sum payments? Lots of the questions you may not have the answer to and that’s ok, because I can help you with them. Remember it’s not just digits on a screen, it’s your financial future. Get in touch for a review...

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Pennines Independent Financial Advisers

Business Planning, Pensions, Investments

“Apart from his extensive knowledge of the financial world he has an easy relaxed manner, is keen to provide a personal service geared to the individual client (rather than just selling a product) and is always prepared to listen and give of his time.”

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Darlington Naley Taylor & Associates

(4)

“Excellent mortgage & financial advisor very helpful Bernard is the best highly recommended, Thank you👑 …”

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Wrigley Partington

Buying or Selling a Business, Corporate Finance, Payroll

“Unless otherwise stated, employees acting as Insolvency Practitioners (IPs) are licensed to act as IPs in the UK by the Institute of Chartered Accountants in England and Wales. IPs are bound by the Insolvency Code of Ethics when carrying out all prof...”

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Paul Whitehead, Chartered Financial Planner

(2)

“Paul has looked after my pension for a good few years now. He has really shown how to look after it. He is now looking after everyone's pension at EI. Positive Professionalism”

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Michael Gorst Wealth Management

“Michael Gorst Based in Manchester, I have extensive experience in the Financial Services sector and have built a business based around taking the time to gain an in-depth knowledge of my clients' personal finances. This allows me to deliver a high qu...”

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Mackrill Financial Management

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Carter Collins & Myer

(50)

Company Secretarial Services, Tax Advice and Compliance, Wealth Management Solutions

“I have been with CCM for over 6 years now and always on hand. Special thanks to Diane (Payroll Team) for keeping me right ✅ Highly recommend 😁 …”

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Bright Ideas Accountancy

(50)

Freeagent, Switching Accountants, Accountancy Service Packages

“Jack Smith provides helpful and efficient service for my small businesses, which include Oaklands Rail and Oaklands Massage. Always happy to answer questions or call to discuss.”

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Money & Mortgages UK

(50)

Pensions, Insurances, Mortgages

“Helped me get a mortgage on my first property. All questions were answered promptly. Luke was incredibly patient with me as he had to do numerous DIPs for me while I was shopping around over the years. Was a pleasure working with everybody (Luke, ...”

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Chadwick & Company

(49)

Online Accounting, Business Services, Personal Services

“Our experience of working with Chadwick & Co have been very positive. They deal with not just our accounts but also our payroll for staff. The transfer from our previous accountant has been seemless.”

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Money Advice

(50)

Options
Shoulders
Judgement

“My advisor, Claire, is extremely helpful, listens and understands. She has been through my whole finances with me, and has helped me to see how it is possible for me to live a decent life, and repay my debts over a longer period of time. What isn't r...”

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Keepstead Money

(50)

Keepstead For Independent Financial Advice, Keep it Covered, Keep it Simple For Mortgages

“Kirsty helped me to renew my mortgage and was she was so helpful! She always answered my emails quickly, and answers all my questions so I understood everything perfectly. I cannot recommend them enough!”

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Unity Corporation Limited

(50)

Stress
Questions
Pay

“I would advise anyone who is having financial difficulties to take advice from Unity . Personally I have had to deal with debts of my very elderly father which has been a nightmare. My deepest thanks to Kieran Turner, my advisor has been a god send, ...”

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The Consumers Choice

(50)

Worries
Weight
Knowledge

“Fantastic experience and customer service, both Luke And Simon were very helpful and guided me through the process of what was involved, I would highly recommend the Consumers choice to anyone seeking financial advice/help.”

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Haven Financial Planning

(50)

Mortgage Advice, Tax Planning, Business Protection

“Sveta was fantastic when it came to getting our mortgage arranged. She was always on top of the paperwork and had us the answers to all our questions. I would highly recommend her and Haven Global Strategies.”

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Accounting Solutions Manchester

(50)

Payroll, Company Formation, Bookkeeping

“I changed over from a previous accountant, the service and professionalism received from Accounting Solutions accountants Stretford has been far superior. They deal with all our accounting and tax matters. Jay is a very friendly and knowledge person ...”

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Average Cost	£3702
Minimum cost	£1235
Maximum cost	£10489
Avg Per Hour Rates	£372

Best Financial Advisors in Oldham

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Oldham area.

Active Mortgage & Insurance Solutions

ARK Financial Planning

Pearson Solicitors and Financial Advisers

Acumen Pensions and Investments

Company Insolvency Advice

Allen Mills Howard & Co

Albion House Wealth Management

Farsight Wealth

Pennines Independent Financial Advisers

Darlington Naley Taylor & Associates

Wrigley Partington

Paul Whitehead, Chartered Financial Planner

Michael Gorst Wealth Management

Mackrill Financial Management

Carter Collins & Myer

Bright Ideas Accountancy

Money & Mortgages UK

Chadwick & Company

Money Advice

Keepstead Money

Unity Corporation Limited

The Consumers Choice

Haven Financial Planning

Accounting Solutions Manchester

Retirement Planning and Investment Management Services in Oldham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oldham

Popular in Oldham