ThreeBestRated.co.uk
BEST RATED OLDHAM, UK FINANCIAL SERVICES

3 Best Financial Services in Oldham, UK

Expert-recommended Top 3 Financial Services in Oldham, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Albion House Wealth Management Ltd
Albion House Wealth Management Ltd
3+ YEARS IN TBR
CALL CONTACT

ALBION HOUSE WEALTH MANAGEMENT LTD

(4.9 Score)
Albion House, 31 Queen Street, Oldham OL1 1RD, UK Directions

Since 2019

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan (SIPP) ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“Albion House Wealth Management Ltd offers trusted advice and financial planning by building long-term relationships with their clients. Richard Eastwood is the director and financial planner of the firm. The team helps you plan for your financial future and lifetime goals with an experienced, approachable team dedicated to providing the best possible advice, regardless of your financial planning journey. They truly value getting to know their clients and enjoy meeting you in their newly refurbished and convenient offices or at your home or workplace to make every aspect of your financial life as easy and efficient as possible.

2025 Update: Their team offer bespoke advice to every client and they pride themselves on their professional standards. They provide outstanding client service.”

Reviews   |   Write a Review
Registration 12364670

Contact:

0161 543 0674

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

ARK Financial Planning
ARK Financial Planning
ARK Financial Planning
8+ YEARS IN TBR
CALL CONTACT

ARK FINANCIAL PLANNING

(4.8 Score)
Unit 3, Block A Gatehead Business Park Delph New Road, Delph, Oldham OL3 5DE, UK Directions

Since 2003

Speciality:

✓ Retirement and Financial Planning ✓ Peace of Mind ✓ Seamless Processes

“ARK Financial Planning has over 20 years of experience in this field. Phil Stevenson is the director and financial planner of the firm. After a successful, nearly 20-year career with Prudential in various financial adviser roles, he left the company in 2001 and co-founded ARK Financial Planning with Phil Perry in 2003. ARK Financial Planning is led by a team with over 100 years of combined experience in the financial services industry. Their extensive experience enables them to offer comprehensive wealth management solutions to individuals and businesses. From initial meetings where they discuss your current situation and plans to ongoing investment monitoring, they pride themselves on providing personal, one-to-one service from a small, local team of experts.

2025 Update: ARK Financial Planning is an expert team of independent financial advisers based in the beautiful village of Delph, Saddleworth. For new clients, they offer a complimentary, no obligation chat with one of their advisers to discuss how they can help you.”

Reviews   |   Write a Review
Registration 04975240

Contact:

0161 303 9977

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

New Start Group
New Start Group
6+ YEARS IN TBR
CALL CONTACT

NEW START GROUP

(4.8 Score)
11 Church Terrace, Oldham OL1 3AT, UK Directions

Since 2001

Speciality:

✓ Independent Financial Advice ✓ Business Finance ✓ Mortgages ✓ Pensions ✓ Investments ✓ Life Cover ✓ Inheritance Tax Planning

“New Start Group offers professional services backed by their extensive experience and market knowledge. Stuart is the financial planner of the firm. He is very knowledgeable and explains every step to his clients. The team at New Start Group listens carefully to understand each customer's needs. Partnered with all major providers, they ensure that their products and services are highly competitive. They provide a comprehensive suite of financial services, including financial advisory, mortgage brokerage, general insurance, and business finance. You can rest assured that you are in safe hands. You can call them today to start your financial planning.”

Reviews   |   Write a Review
Registration 04411706

Contact:

0161 628 2223

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for New Start Group

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Guideliness

Contact Business

ALBION HOUSE WEALTH MANAGEMENT LTD REVIEWS

Despite being early in my career, I realised I needed a better pension, it’s something I would have put off for a while if family had not urged me. Matthew was very helpful and knowledgeable. As I am a newbie to all things finance/pensions he was patient, explained everything in detail and his advice was very professional and friendly at the same time! He knew exactly what I needed to do to help secure my future financial goals and the whole process was easy, smooth and enjoyable. Thanks so much.

As I get closer to retirement age I thought I would be wise getting professional support as I get completely overwhelmed when it comes to understanding pensions. I have had a number of meetings with Isaac who has explained my options very patiently. I feel like I am in safe hand with him. A polite gentleman and very courteous. I would recommend him for any type of pension support.

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 Isaac has dealt with every step in a professional manner and answered all of my questions promptly.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.co.uk.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

ARK FINANCIAL PLANNING REVIEWS

I sent a cold query into Ark as I was looking to understand more about the services offered re pensions and investments. I was promptly called back by Bradley who invited me in and took the time to explain everything to me. Bradley was great, clear, concise and kept everything really simple. He broke down a lot of the jargon for me which I really appreciate and I left feeling confident and with a plan to contact again when the time is right. I would highly recommend Bradley and Ark alike. Thanks.

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 talk to. He listened & provided me with honest genuine advice & broke it down in a way that I understand. I don’t currently need any further assistance but I will certainly be in touch once my circumstances change. Thanks again Bradley,

Met with Bradley. Professional, friendly and easy to talk to. Excellent communication skills and patience. He was able to explain complex issues in lay terms. Never felt rushed and took the time to answer all my questions.

NEW START GROUP REVIEWS

Couldn’t recommend Stuart enough, this is the second time using this company. He is very knowledgeable and explains every step which is very reassuring in a nervous stressful time, very professional and always quick to reply to any questions. Thank you again for everything, time to relax now and enjoy our house. Thank you Michael and Vickey.

This is the second time working with Stuart and New start financial and again the experience has been amazing. Always goes the extra mile and extremely knowledgable in this sector I would highly recommend.

With an experienced financial background, our staff look to provide a tailored solution to your financial requirements.

TBR® Inspection Score Report

ALBION HOUSE WEALTH MANAGEMENT LTD Total Inspection Points: 118/120
Business Images: 9
Contact Info: 9
Acknowledgements: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ARK FINANCIAL PLANNING Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

NEW START GROUP Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.