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

Pennines Independent Financial Advisers

Business Planning, Pensions, Investments
In Business Since 2015
Riverside Court, Huddersfield Rd, Delph, Oldham OL3 5FZ
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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

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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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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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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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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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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Lift-Financial Group

Lift-Financial Group

(50)
Mortgages, Insurance, Employee Benefits
“Cannot fault Lift-Mortgages. Seamless and efficient process throughout. They were always on hand to answers our questions and help us secure a mortgage. I would definitely recommend to others.”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Capstone Financial

Capstone Financial

(45)
Corporate Pensions, Exit Strategies, Shareholders
“I had a very beneficial consultation with Alan, leaving me much more confident and informed on how i needed to manage my finances and plan for a comfortable retirement. Highly recommended.”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Retirement Professionals

Retirement Professionals

(44)
Life Insurance, Retirement Planning, Pension Annuities
“The service I have received from Retirement Professionals has been fabulous! I was kept informed at every stage and was very pleased with the final outcome. I would not hesitate to use them again.”
Transparent Fees & Pricing
1st Floor, 3, Worsley Court, High St, Walkden, Worsley, Manchester M28 3NJ
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Entire FS

Entire FS

(50)
  • First Time Buyer
  • Solicitors
  • Call
“I would definitely recommend Entire FS if you're looking for a reliable and trustworthy company to help with securing a competitive mortgage / re-mortgage. Lee and Lucy were incredibly proactive and communication was clear and timely throughout.”
Warrant House, High St, Altrincham WA14 1PZ
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TPD Wealth Management

TPD Wealth Management

(50)
  • Number
  • Interests
  • Heart
“Highly recommend !! My initial conversation with Rob (company director) was very smooth, he was very patient, helpful and understood my needs. He then recommended Richard, who is a financial adviser/planner. Richard took his time to listen to our nee...”
In Business Since 2014
Serving Oldham Area
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Compass Financial

Compass Financial

(50)
  • Questions
  • Retired
  • Feel
“Advisors offer a bespoke service and are very attentive and amenable. Nothing seems too much trouble and they help to simplify and explain things in a way in which you can understand. Highly recommended.”
Building One, Green, 333 Styal Rd, Wythenshawe, Manchester M22 5LW
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Thomas & Co International Limited

Thomas & Co International Limited

(50)
Personal Tax, Payroll, Financial Planning
“Friendly, knowledgable, fair price, no nonsense, easy to get hold off, quick to get back to you - This is the accountants I've been looking for. Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2020
Free Initial Consultation
1, Holly House, Mill St, Uppermill, Manchester OL3 6LZ
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UK Law Guides

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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