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Best Financial Advisors in Oldham

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

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Active Mortgage & Insurance Solutions

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...”
Free Initial Consultation
The Bungalow, Park Ln, Greenfield, Oldham OL3 7DX
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ARK Financial Planning

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.”
Unit 3, Block A, Gatehead Business Park, Delph New Rd, Delph, Oldham OL3 5DE
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Pearson Solicitors and Financial Advisers

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...”
Transparent Fees & Pricing
Hollinwood Business Centre, Albert St, Hollinwood, Failsworth, Oldham OL8 3QL
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Leaving gifts in Wills When planning your estate one of the most meaningful ways to leave a legacy is by making gifts in your Will and whether they are to family members, friends, or charitable organizations, they allow you to ensure that your assets are distributed according to your wishes.

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Acumen Pensions and Investments

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!'”
20+ Years Experience
Transparent Fees & Pricing
Howarth Court Gateway Crescent, Oldham Broadway Business Park, Acumen House, Chadderton, Oldham OL9 9XB
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Company Insolvency Advice

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.”
2 University Way, Oldham OL1 1ET
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Allen Mills Howard & Co

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 ...”
In Business Since 2002
222 Oldham Rd, Failsworth, Manchester M35 0HH
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Albion House Wealth Management

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...”
Albion House, 31 Queen St, Oldham OL1 1RD
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Farsight Wealth

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...”
Transparent Fees & Pricing
329 Oldham Rd, Rochdale OL16 5JG
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Pennines Independent Financial Advisers

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.”
In Business Since 2015
Riverside Court, Huddersfield Rd, Delph, Oldham OL3 5FZ
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Wrigley Partington

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...”
Licensed
Sterling House, 501 Middleton Rd, Chadderton, Oldham OL9 9LY
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Darlington Naley Taylor & Associates

Darlington Naley Taylor & Associates

(4)
“Excellent mortgage & financial advisor very helpful Bernard is the best highly recommended, Thank you👑 …”
329 Oldham Rd, Rochdale OL16 5JG
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Paul Whitehead, Chartered Financial Planner

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”
Rose & Crown, Business Centre, 27 King St, Delph, Oldham OL3 5DH
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Michael Gorst Wealth Management

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...”
Offers Financing Options
CHAMBERS BUSINESS CENTRE, Chapel Rd, Oldham OL8 4QQ
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Mackrill Financial Management

Mackrill Financial Management

26 Ripponden Business Park, Oldham Road, Ripponden, Sowerby Bridge HX6 4FF
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Carter Collins & Myer

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 😁 …”
Free Initial Consultation
In Business Since 2016
Remote Consultations Available
Chichester House, 2 Chichester St, Rochdale OL16 2AX
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Haven Financial Planning

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.”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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RAE Financial Advisory Services

RAE Financial Advisory Services

(19)
Investment Advice, Financial Planning, Pension Advice
“Ramzy is an informative, reliable and professional advisor. Ramzy was incredibly helpful from start to finish, tailoring to my needs and guiding me through the entire process. He is very responsive and reliable. I am happy with the returns and his s...”
59 Northumberland Way, Sharston, Wythenshawe, Manchester M22 4UG
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Money & Mortgages UK

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, ...”
Transparent Fees & Pricing
Dalton Place, John Dalton St, Manchester M2 6DS
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Bright Ideas Accountancy

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.”
In Business Since 2014
Transparent Fees & Pricing
80 Ashton Rd, Denton, Manchester M34 3JF
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Chadwick & Company

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.”
Free Initial Consultation
Chadwick & Company, Capital House, Droylsden, Manchester M43 6PW
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Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Secured Loans, Insurance and Protection, Buy to Let Mortgages
“I have been working with Roberts McBain's for a number of years now for both personal and ltd company mortgages and i find their whole team very efficient, succent and always find get products that fit my needs. I would recommend them to anyone.”
In Business Since 2016
Licensed
Serving Oldham Area
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Unity Corporation Limited

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, ...”
80+ Years Experience
Transparent Fees & Pricing
Fabric Building, 30 Queen St, Manchester M2 5HX
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Keepstead Money

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!”
Sentinel House, Peel St, Eccles, Manchester M30 0SS
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Accounting Solutions Manchester

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 ...”
20+ Years Experience
10 Milton Rd, Stretford, Manchester M32 0RD
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Retirement Planning and Investment Management Services in Oldham Cost Estimates

Minimum cost
£1235
Maximum cost
£10489
National Average
£3702
Avg Per Hour Rates
£372
£2469
£6787
Typical price range is based on 460 cost profiles
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Average Cost £3702
Minimum cost £1235
Maximum cost £10489
Avg Per Hour Rates £372

Typical range $2469 to $6787 is based on 460 cost profiles.

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