BEST RATED » ROCHDALE » FINANCIAL SERVICES

Best Financial Services in Rochdale

Expert recommended Top 3 Financial Services in Rochdale, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

LOGIC WEALTH PLANNING

9 Southgate Cross Street, Off Green Lane, Heywood, Rochdale OL10 1ND Directions

Since 1998

Here’s The Deal:
"
Logic Wealth Planning is a local independent financial advice company in Rochdale. The company has been providing exceptional customer service and attention to detail since 2005. Yianni Theodorou is the financial planner, managing director and owner of the Logic Wealth Planning. He has over 25 years of experience as a financial adviser. Their ethos is all about listening, understanding and providing solutions that give peace of mind. They give friendly and comprehensive advice to help you drive a path to a secure financial future. Logic Wealth Planning is driven by assisting people in realising hopes and dreams by giving them the right advice when they need it."

SPECIALITY:
Lifestyle Protection, Equity Release, Wealth Accumulation, Will Writing, Prepaid Funeral, Succession, Estate and Financial Planning, Retirement Management, Auto-Enrolment, Long Term Care, Existing Policies & Mortgages

PROFESSIONAL ADVISER AWARDS
2016, 2017, 2018, 2019 - Adviser Firm of the year (North West) - Highly commended finalists
WEALTH AND MONEY MANAGEMENT AWARDS
2016 - Best Financial Planning Firm, North West
VOUCHED FOR (Yianni Theodorou)
One of UK’s top 250 Financial Advisers for the last 3 years

£Price: 3% Charge for up to £100,000 Investment
2% Charge for £100,000 to £300,000 Investment
1% Charge for £300,000 and above Investment

Registration 4206195

[email protected]

logic-wp.com

Reviews | Play Video

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

STERLING SOLUTIONS LTD

65 Dale Street, Milnrow, Rochdale OL16 3NJ Directions

Since 1991

Here’s The Deal:
"
Sterling Solutions Ltd is a financial planning company in Milnrow, England. that offers a full range of wealth management services on both personal and corporate clients. Mark Barry is the managing director of Sterling Solutions Ltd. He has been in financial services for more than 33 years. His long experience enables him to advise on a broad spectrum of financial advice ranging from small/medium-sized Ltd companies and partnerships to the self-employed and employed, all of which have specific planning needs. Al Hughson is the co-director of the firm, and he is committed to giving his clients holistic and practical financial planning advice across several areas. The team has in-depth knowledge of both investment planning and how these can best be utilised to reach the best results for individuals and companies."

SPECIALITY:
Estate, Pension and Retirement Planning, Exit Strategy, Shareholders, Employee Benefits, Philanthropy and Charitable Giving, Tax Mitigation, Will Writing, Corporate Services, Banking & Mortgages

Registration 04267622

sterlingsolutionsltd.co.uk

Reviews | Write a Review

By Appointment

TBR® Inspection Report:

FARSIGHT FINANCIAL LIMITED

No. 2, The Esplanade, Rochdale OL16 1AQ Directions

Since 2011

Here’s The Deal:
"
Farsight Financial Limited is an independent financial advisory firm in Rochdale. The firm provides highly personalised financial planning support and consultancy to both companies and individuals. Steve Howard is the managing director of Farsight Financial Limited. He has over 20 years of experience as a chartered financial planner. Dominic Bowers and Alastair Miller are directors of the firm. The team offers personalised consulting and on-going support as well as offers tools and guides you to improve your finances. You can get impartial advice, in person, over the phone and online. Farsight Financial Limited serves in Warrington and Lymm/Thelwall."

SPECIALITY:
Investments, Pensions, Critical Illness, Protection, Tax Planning, Employee Benefits, Corporate Services, Shareholder Protection, Retirement Income & Group Pension Schemes

Registration 7683657

Send Email

farsightfinancial.co.uk

Reviews | Write a Review

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: