Best Financial Advisors in Rochdale
The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Rochdale area.
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Company Secretarial Services, Mergers and Acquisitions, Bookkeeping
“I've been a client of Carter Colins & Myers for about 5 years and have always found them to be responsive to our needs, friendly and able to hep when needed. Special mention to the payroll team who have to handle my last minute panics!”
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NRA Accountancy & Taxation Services - Accountants Rochdale
Payroll, Management Accounts, Personal Tax
“Had a quick discussion with Neil regarding the tax situation when buying a second home to replace the current home . Specifically the CGT implications when both were owned for a period of time . I was impressed by his knowledge and grateful for his t...”
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Sterling Solutions
“Alistair helped me greatly during last years lockdown 1 as I wasn't furloughed and had no income. He knows his stuff and I would recommend him to anyone. Positive Professionalism”
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Front Row Financial
- Goals
- Risk
- Meeting
“From the very first meeting with Steve, it was clear that he takes great pride in the service he offers. Steve was able to assess my finances with a sound understanding of my circumstances coupled with the knowledge of his industry. His transparency ...”
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Independent Financial Adviser - Cartier Wealth
- Life
- Options
- Investments
“I had a lump sum of money to invest and approached Imran who I have known for many years. He is very knowledgeable and trustworthy. I was so impressed with the way he handled my investments I recommended him to my sister who needed investment advice....”
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Merlyn Wealth Management
Mortgages, Investments, Pensions
“Sam and the team are friendly, personable and always happy to help with questions around my pension”
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Farsight Wealth
Retirement Income, Investments, Pensions
“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...”
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Darlington Naley Taylor & Associates
“Excellent mortgage & financial advisor very helpful Bernard is the best highly recommended, Thank you👑 …”
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Stuart Sandison Wealth Management
“I have devoted 27 years as a financial adviser to helping others make the most of their money and realise their financial goals. Over the years we have worked with some of the most recognised financial institutions, gaining numerous qualifications, w...”
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Haven Financial Planning
Mortgage Advice, Wills, Trusts & Estate Planning, Protection Assurance
“"Haven" made my dreams come back to live and i strongly recommend to everyone. Healthy conversations, positive approach & valuable guidance from my personal Mortgage advisor "Sveta Kohli" really helped me to get what i was looking for. "Sveta" is ext...”
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Bright Ideas Accountancy
Freeagent, Switching Accountants, Financial Planning
“Bright Ideas have been my accountants for around 6 years now and they've never let me down. Alexandra has been a credit to the business, always responding to my enquiries quickly and taking the time to make sure any tax issues were dealt with in orde...”
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Magnum Financial Solutions
Investments & Planning, Wills, Insurance
“We've used Simon Lister for 8 years now and I couldn't recommended him highly enough!
From holding our hands arranging our first mortgage (when we had no idea what we were doing) to continually giving great advice and getting us the best deals over ...”
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Money & Mortgages UK
Pensions, Equity Release, Insurances
“I've used Money & Mortgages several times now and the level of service and attention to detail is second to none. They provided me with a detailed search of mortgage options, helped with a complex purchase and communicated clearly with me throughout...”
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Chadwick & Company
Online Accounting, Personal Services, Business Services
“Jennifer Shaw provides an excellent payroll service, any issues we have Jennifer is always straight onto it. Payroll is always received on time and I'd like to take this chance to say thank you to Jennifer for all of her hard work!
Danielle Sockett
...”
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Active Mortgage & Insurance Solutions
- Remortgage
- Stress
- First Time Buyer
“Phil helped me and my husband with our mortgage when other brokers we had spoken to told us we had no options available to us. We were in a tight spot with not much time to get a mortgage in place and Phil was absolutely brilliant, so easy to keep in...”
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Unity Corporation Limited
- Stress
- Understanding
- Team
“I am so grateful for the support and help from the bottom of my heart. They have given sound advice and guidance to help me through this difficult time and help me to understand and solve my financial situation with a Iva. Thank you so much for your ...”
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Keepstead Money
Keepstead For Independent Financial Advice, Keep it Covered, Keep it Protected
“Maj helped us with the sale and purchase of our property. He took all the stress and headache away of finding a mortgage that suited us. I love the fact he was always contactable and always got back to me if I had a query or question. Nothing was ev...”
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The Consumers Choice
- Worries
- Stress
- Company
“2 great guys Luke & Simon.
They worked through everything with me after many hours work on setting up everything and preparing my IVA, I was uneasy at the start as felt ashamed of not paying creditors what's owed to them. But after speaking with the...”
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Accounting Solutions Manchester
Payroll, Personal Tax Returns, Bookkeeping
“Accounting Solutions are by far the best accountants I've ever had. Jay and his team have been invaluable to my company over the years. It's daunting starting a new business, but Accounting Solutions have provided a personalised service, support and ...”
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Farley Dwek Solicitors
- Understanding
- Fee
- Funding
“We used Farley Dwek for a successful Continuing Health Care claim for my mother in law. Laura and the team were excellent. They talked us through the process and gave us options; never any pressure.
We paid for an initial assessment and then pro...”
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NDH Financial
- Stress
- Night
- Understanding
“Amazing! spoke with Tony and i eneded up crying because I did not realise how much debt I was in, he was very well spoken and has a calm voice and he was constantly reassuring me i have a lot of faith with these already thank you so much already”
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Retirement Professionals
Life Insurance, Home Insurance, Retirement Planning
“Coming from a financial background and having a number of companies sending me quotes I found Retirement professional the very best at obtaining the maximum value and processed the application with the utmost efficiency .
Kept me informed at each st...”
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Gorilla Accounting
Contractor Tax Calculator, Salary and Dividend Tax Calculator, Switch Accountants
“Excellent 1st Class Service
I have been using Gorilla Accounting for the last 5 years and have always received a professional, prompt and exemplary service. The process is logical, seamless and as stress-free as possible. The attention to detail ...”
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Debt Support Service
“After burying my head in the sand for some time, I contacted debt support services for help. What a relief, after speaking with Miles a huge weight has been lifted. Miles was amazing and went through everything with me and put me at ease. Provided a...”
Retirement Planning and Investment Management Services in Rochdale Cost Estimates
Why these companies made our list
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