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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”

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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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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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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...”

Featured

Nearly half of UK mortgage holders are at risk of paying too much because they don’t understand remortgaging. Don’t overpay, speak to a mortgage adviser. We’ll give you advice on whether a remortgage is suitable, we will explain the costs, outline potential implications, and guide you through the mechanics of remortgaging. You should consider remortgaging if: your current deal is about to end, you are looking for a better rate, you want to overpay but can’t do this on your current mortgage, you want to borrow more or your home has increased in value and your loan-to-value ratio means you can get a better deal. If you’d like to speak to someone about your mortgage, we’re here to help. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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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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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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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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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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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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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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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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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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Informed Wealth Management

(32)

Decision
Options
The Future

“Have used this company for the last 5/6 years and have always found them very professional and understanding and have help us through the financial minefield. There advice we have found to be sound and has helped with our investment planning. Positi...”

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Claritas Wealth

(32)

Reviews
Health
Advice

“Fantastically helpful, friendly, very quick to respond, and they really take away the confusion surrounding investments, pensions etc. We genuinely feel that we are in safe hands with Claritas, and that they have our best interests at heart. My o...”

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Harrison Townend Financial Services

(31)

Ethical Investing, Investments, Wealth Management

“Chris has managed the investments for me and my wife for many years and have always found his advice very helpful and his actions appropriate to our needs. I would recommend him to anyone looking for sound and independent advice.”

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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

Bright Ideas Accountancy

Money & Mortgages UK

Magnum Financial Solutions

Active Mortgage & Insurance Solutions

Haven Financial Planning

Keepstead Money

Retirement Professionals

TPD Wealth Management

Thomas & Co International Limited

Eadon & Co

Prestfield Wealth Management

Wetherall's

ARK Financial Planning

Financial Agent Solutions- Mortgage and Insurance Brokers

Anchorage Chambers

Informed Wealth Management

Claritas Wealth

Harrison Townend Financial Services

Retirement Planning and Investment Management Services in Rochdale Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rochdale

Popular in Rochdale