The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Rochdale area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Rochdale
Active Mortgage & Insurance Solutions
Akorn Financial Advice
Allen Mills Howard & Co
Anees Bella & Co
Blossom Wealth Management
Cartier Wealth
Chadwick & Company
Crystal Life Planning Limited
Darlington Naley Taylor & Associates
Depledge Strategic Wealth Management
Farsight Wealth
Front Row Financial
Gorilla Accounting
Harold Sharp Limited
Haven Global Strategies Limited
Islamic Wealth Management
Jack Ross Chartered Accountants
Magnum Financial Solutions
Old Royle Wealth Management
Pearson Solicitors and Financial Advisers
Sterling Solutions
Stuart Sandison Wealth Management
TPD Wealth Management
Thomas and Co Accounting Limited
View Profile
Sterling Solutions
(21)
“Couldn't recommend them more. They helped with a few financial conundrums that I was unsure of. Very friendly, & highly professional. Would definitely use again.”
i
View Profile
Anees Bella & Co
(14)
“Noman brother very honest person such a helpful and professional guy I had bad experiences with my older accountant but when I came to this guy he helped me a lot and sort my all Hmrc problems.
Thanks”
i
View Profile
Front Row Financial
(8)
Goals
Understand
Pensions
“Ste provided fantastic unbiased advice on my personal pension. His professional & personable approach helped me understand the options available to me while always feeling at ease when discussing my personal finances. Would highly recommend Ste at Fr...”
i
View Profile
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...”
i
View Profile
Islamic Wealth Management
(1)
“I bought my dream home with a Sharia compliant home purchase plan advised by Islamic Wealth Management. Their Islamic finance specialists has provide me expert advice and helped in finding the lowest mortgage rates. Thanks Islamic Wealth Management.”
i
View Profile
Cartier Wealth
(4)
Investments
Pension
“What were the circumstances that caused you to initially look for a financial adviser?
I needed a financial advisor to evaluate my portfolio and life choices as i had no financial planning in place. Imran from Cartier Wealth was recommended to me ...”
i
View Profile
Darlington Naley Taylor & Associates
(3)
“Very helpful Bernard was and went his way out to help. Thanks again.”
i
View Profile
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...”
i
View Profile
Thomas and Co Accounting Limited
(30)
Personal Tax, Landlords, VAT
“Hi.I had a positive and professional attitude by Josh,he couldn't do enough to help me from start to Finnish.I would highly recommend his service to anyone requiring any accounting needs.”
“We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.”
i
View Profile
TPD Wealth Management
(22)
Investment
Life
Number
“For a number of years these guys have looked after my pension.
They also offer mortgages, life insurance and saving goals, you can ring them anytime and always get back to you.”
i
View Profile
Pearson Solicitors and Financial Advisers
(20)
Inheritance & Will Disputes, Conveyancing Solicitors, Divorce and Family Law
“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...”
i
View Profile
Old Royle Wealth Management
(10)
Pension
“There are so many scare stories of poor financial advice in the media and having been the victim of less than honest advisors having found Richard Clayton my fears are no longer keeping me awake at night. He is honest, pragmatic and does genuinely s...”
“An excellent firm of accountants who have provided expert help and advice to ourselves as Solicitors and to our clients for many years. In particular Paul Edwards, Graham Church, Janice Wilkinson and Heather Cunningham have been first rate.”
i
View Profile
Akorn Financial Advice
(1)
Wills and Lasting Powers of Attorney, Equity Release, Business Finance
“I was referred to Akorn by a family member for my first mortgage application. I have slightly complicated circumstances and something of a questionable financial history so I didn't really expect to get anywhere any time soon.
Jessica was tasked w...”
i
View Profile
Allen Mills Howard & Co
(1)
Wealth Management, Business Support and Solutions, Company Secretarial
“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”
i
View Profile
Blossom Wealth Management
(1)
“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available w...”
i
View Profile
Chadwick & Company
(30)
Online Accounting, Personal Services, Business Services
“Very happy with all the services provided by Chadwick and Company. Jennifer Shaw provides an excellent payroll processing service. We particularly value how responsive and accurate they are and the secure interface used. We would recommend them very ...”
i
View Profile
Magnum Financial Solutions
(30)
Investments & Planning, Wills, Insurance
“Cannot recommend Magnum Financial enough, especially Mark! He is calm and professional and made the whole process of getting a mortgage clear and understandable. Our situation wasn't straightforward due to one of us being self employed and Mark helpe...”
i
View Profile
Gorilla Accounting
(30)
Contractor Tax Calculator, Salary and Dividend Tax Calculator, Switch Accountants
“I have been registered with Gorilla Accounting for around 4~ months now. They are professional, prompt to respond and always ready to answer any questions I have via email or phone call. Special thanks to James Scott for helping me with my new busine...”
i
View Profile
Active Mortgage & Insurance Solutions
(30)
First Time Buyer
Experience
House
“Phil has just helped us with our re-mortgage and I cannot recommend his services highly enough.
He made excellent suggestions about how to go about the process and navigated us through a tricky time with the mortgage company.
And we saved several h...”
i
View Profile
Haven Global Strategies Limited
(30)
Mortgages, Wills & Trusts, Protection
“Sveta and the team were fantastic in handling our mortgage application.
Sveta was sharp , on point and acted in a swiftly manner as we were up against the increasing interest rates.
Her proactiveness resulted in a huge savings and I would highl...”
i
View Profile
Depledge Strategic Wealth Management
(29)
Family
Level of Service
Team
“Having been a client of Depledge from the start, I have always been highly impressed with the quality of service and support offered. Growth has been excellent over the years and all advice is always delivered in a highly professional and friendly m...”
i
Retirement Planning and Investment Management Services in Rochdale Cost Estimates