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Sterling Solutions

(21)

“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”

Featured

The first in our Smart Money series helping you understand your finances This seminar focusses on Pension and Retirement Planning We'll be answering some of the common pension questions, providing you clear and jargon free facts about your pensions and retirement Can I afford to retire? Am I paying enough into my pension? Confused about multiple pension pots? Ccomplimentary cheese and wine will be available for attendees Your donation to attend will go towards Sedgley Park RUFC Mini & Junior Section...

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Front Row Financial

(12)

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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Merlyn Wealth Management

(3)

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

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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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Stuart Sandison Wealth Management

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Money & Mortgages UK

(50)

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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Magnum Financial Solutions

(50)

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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Bright Ideas Accountancy

(50)

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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Unity Corporation Limited

(50)

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

(50)

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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Haven Financial Planning

(50)

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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Active Mortgage & Insurance Solutions

(50)

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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Accounting Solutions Manchester

(50)

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

(49)

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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Retirement Professionals

(44)

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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TPD Wealth Management

(50)

Number
Consolidation
Company

“I've been with TPD for now for a number of years and found Rob to be friendly, always very efficient and approachable. All the advice I've had has been good and well worth the money. I can't recommend TPD enough and have already got a couple of frien...”

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Thomas & Co International Limited

(50)

Personal Tax, Landlords, VAT

“Extremely professional service!!! This team of accountants has saved me £1,000s in a matter of weeks!! It's great to have an accountant that genuinely cares about the growth of your business and helps with strategy to reduce tax along the way. Very c...”

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Eadon & Co

(42)

Questions
Onboarding
Advice

“Impeccable customer service, very friendly, helpful, knowledgeable and professional team of people. Everything was explained to me very clearly upfront and there's no obligation or pressure. The emphasis is always on what is the right thing for the c...”

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Prestfield Wealth Management

(50)

Advice
Future
Meeting

“Prestfield was recommended to me by family and I cannot recommend them enough to anyone I get the opportunity to tell - the knowledge and expertise of the team was outstanding, their friendly and welcoming approach also made me feel at ease - I am so...”

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ARK Financial Planning

(39)

Question
Investments
Team

“Sent an online inquiry & received a prompt call from Bradley who invited me to their office straight away for an informal chat. I received such a lovely welcome from one of the team when I arrived. Bradley was also very welcoming & a pleasure to ta...”

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Wetherall's

(35)

Individual
Retirement
Financial Advice

“Wetherall's are a fantastic financial planning company who we would highly recommend!! James and his team have been providing excellent pre and post retirement financial planning advice for myself and my wife since 2018. I was initially sceptical a...”

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Financial Agent Solutions- Mortgage and Insurance Brokers

(34)

Future
Advisor
Team

“The job is done - 100%. I am very satisfied working with Irina. She answered all my questions, and after sending all the required documents, I almost immediately received the AIP. It's worth mentioning that I received the consultation free of c...”

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Anchorage Chambers

(48)

“Staff very professional and explained all the stuff so I could understand everything. If they needed anything they would call right up and ask the essential questions to get everything sorted.”

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Average Cost	£3713
Minimum cost	£1239
Maximum cost	£10521
Avg Per Hour Rates	£373

Best Financial Advisors in Rochdale

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Rochdale area.

Sterling Solutions

Front Row Financial

Merlyn Wealth Management

Farsight Wealth

Darlington Naley Taylor & Associates

Stuart Sandison Wealth Management

Money & Mortgages UK

Magnum Financial Solutions

Bright Ideas Accountancy

Unity Corporation Limited

Keepstead Money

Haven Financial Planning

Active Mortgage & Insurance Solutions

Accounting Solutions Manchester

Farley Dwek Solicitors

Retirement Professionals

TPD Wealth Management

Thomas & Co International Limited

Eadon & Co

Prestfield Wealth Management

ARK Financial Planning

Wetherall's

Financial Agent Solutions- Mortgage and Insurance Brokers

Anchorage Chambers

Retirement Planning and Investment Management Services in Rochdale Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rochdale

Popular in Rochdale