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Best Financial Advisors in Oldham

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Oldham area, discover the top 5 leading options among the selected group of 24 finalists.

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Thomas and Co Accounting Limited

Thomas and Co Accounting Limited

(30)
Personal Tax, Payroll, Financial Planning
“From our first f2f meeting Josh has been supportive of my business. He's fully understood my needs as a sole trader and has dealt with any queries regarding self assessment efficiently. I would recommend Thomas & Co to anyone looking for a professio...”
In Business Since 2020
Free Initial Consultation
1, Holly House, Mill St, Uppermill, Oldham OL3 6LZ
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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...”
In Business Since 2013
Transparent Fees & Pricing
Hollinwood Business Centre, Albert St, Hollinwood, Failsworth, Oldham OL8 3QL
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Allen Mills Howard & Co

Allen Mills Howard & Co

(1)
Business Support and Solutions, Tax Compliance, Corporate Finance
“1st year doing my tax took all my bits and bobs I have kept through the year ie tool receipts phone bill ect I though I would get a fiver back but was happy to get a 2800 check great people all ways happy to go the extra mile”
In Business Since 2002
222 Oldham Rd, Failsworth, Manchester M35 0HH
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Active Mortgage & Insurance Solutions

Active Mortgage & Insurance Solutions

(30)
  • First Time Buyer
  • Stress
  • House
“Active Mortgage & Insurance Solutions has been great for me. I have been dealing with Phil now for a couple of years and he has never failed to support me in any of mortgage situations. I have bounced ideas of him about future planning and checke...”
Free Initial Consultation
The Bungalow, Park Ln, Greenfield, Oldham OL3 7DX
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Radiant Financial Planning

Radiant Financial Planning

(8)
  • Pension
“Thanks to Eric we can rest in the knowledge that we are getting the best possible advice to ensure that our many and varied company pensions pay out in the most financially beneficial way.”
Offers Financing Options
Lawton House, Lawton Square, Delph, Oldham OL3 5DT
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Acumen Pensions and Investments

Acumen Pensions and Investments

(2)
“Acumen have been incredibly professional and their advice insightful and educational. I am new to investing and their advice has been invaluable when planning my financial future. Thank you, so glad I found your wonderful company.”
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

(2)
Company Closure Solutions, Company Rescue Solutions, Under Pressure
“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.”
In Business Since 2014
125/127 Union St, Oldham OL1 1TE
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ARK Financial Planning

ARK Financial Planning

(2)
“Great”
30+ Years Experience
Unit 3, Block A, Gatehead Business Park, Delph New Rd, Delph, Oldham OL3 5DE
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Ritz Solutions

Ritz Solutions

(1)
“Excellent turnaround of payment and to-date have not had to speak to anyone with problems”
Suite 24, Lavenham Business Centre, Parsons St, Oldham OL9 7AH
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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
“Pennines IFA ltd, Company number 10805318, authorised and regulated by the Financial Conduct Authority. Pennines IFA ltd is registered in England. Registered address: The Copper Room, Deva City Office Park, Trinity Way, Salford, United Kingdom, M3 7B...”
In Business Since 2015
Block B, Office 2, Second Floor, Gatehead Business Park, Delph, Oldham OL3 5DE
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Darlington Naley Taylor & Associates

Darlington Naley Taylor & Associates

(3)
“Very helpful Bernard was and went his way out to help. Thanks again.”
329 Oldham Rd, Rochdale OL16 5JG
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Wedo Finance

Wedo Finance

(2)
“The team at Wedo are knowledgeable, efficient and their response times and service level is excellent. The systems and processes are transparent, user friendly and superior to everything else we looked at from alternative providers. We have been us...”
Meadowbank House, Meadowbank Business Park, Tweedale Way, Chadderton, Oldham OL9 8EH
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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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Debt Advice Team Limited

Debt Advice Team Limited

(1)
“Struggling with where to look and who to talk to about mounting financial problems I was so relieved to find Anthony who dealt with my situation in a professional and discreet manner. Very friendly staff and only too willing to help. Don't wait and w...”
18 Salmon Fields, Royton, Oldham OL2 6HT
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Albion House Wealth Management

Albion House Wealth Management

Albion House, 31 Queen St, Oldham OL1 1RD
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Wrigley Partington

Wrigley Partington

Sterling House, 501 Middleton Rd, Chadderton, Oldham OL9 9LY
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Rhodian Wealth Management

Rhodian Wealth Management

“I would highly recommend Kevin to anyone needing financial advice and planning. Any questions asked Kevin always knows the answer and advises accordingly. You get a real sense of care and passion from Kevin whenever you deal with him, he always has y...”
52 Park Ln, Royton, Oldham OL2 6PU
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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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Capstone Financial

Capstone Financial

(28)
Corporate Pensions, Exit Strategies, Shareholders
“I found Richard Goodier of Capstone both wonderfully professional and very helpful. I wasn't pressured in anyway, but I chose to move money from one set of shares to reinvest in a range of shares with a variety of fund managers. This variety appealed...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
Featured

Capstone Financial Business Owners As part of this process, we will work closely with your existing professional advisers, helping you make the most of your business assets. We will also work with you to ensure that your personal assets are protected in the same way. After a period of consideration and consultation, we will advise and help implement a long-term financial plan, incorporating your business and personal objectives. As a result, you will be able to focus on the successful running of your business - since that is what you do best.

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Entire FS

Entire FS

(30)
  • Communication
  • First Time Buyer
  • Options
“Myself and my partner recently bought our first home, entire FS supported us with getting our mortgage to do this. From start to finish we had fantastic support and guidance on the house buying process. Being a first time buyer, you can be nervous ab...”
Warrant House, High St, Altrincham WA14 1PZ
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Jack Ross Chartered Accountants

Jack Ross Chartered Accountants

(20)
Forensic Accountancy, Year-End Tax Planning For Business Owners, Legal Services
“Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyon...”
In Business Since 2005
Family Business
Barnfield House,, The Approach, Manchester M3 7BX
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R A E Financial Services

R A E Financial Services

(19)
Taxation, Savings & Investments, Health Insurance
“I have been using R.A.E services now for many years and haven't had eny problems with ramseys services and it is a professional and personal experience to, I can highly recommend R.A.E. FINANCIAL SERVICES for people wanting the personal touch Tha...”
59 Northumberland Way, Sharston, Wythenshawe, Manchester M22 4UG
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TPD Wealth Management

TPD Wealth Management

(22)
  • Investment
  • Number
  • Pension
“My experiences with Tim have always been very positive. Tim will give unbiased opinions and alternative suggestions based on what the subject matter may be. He has a wealth of knowledge and is a pleasure to deal with. Depending on your needs this c...”
Transparent Fees & Pricing
Serving Oldham Area
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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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