The Best Financial Service in Rochdale

Hand-picked top 3 financial services in Rochdale, UK. 50-Point Inspection includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!


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

Since 1998

Wealth Accumulation, Retirement Planning, Auto-Enrolment, Estate Planning and Long-Term Care, Risk Management, Cashflow Forecasting, Investment Planning, Lifestyle Planning, Tax Planning, Equity Release, Pre Paid Funeral Plans, Pension Planning, Savings Planning, Asset Allocation, Financial Planning & Mortgage Advice

Specialises in wealth management services ● Take a holistic approach to your financial planning requirements to ensure that you meet all your life goals ● Your need to take risk, which is determined by how much income or capital

Registration 4206195


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

TBR® Inspection Report


818 Manchester Road, Castleton, Rochdale OL11 3AW

Since 1996

Wealth Planning, Retirement Planning, Investment Management, Savings Planning, Income Tax Planning, Inheritance Tax Planning, Life Assurance, Trust Planning, General Insurance Planning, Private Medical Insurance, Unemployment Cover, Stakeholder Pension, Pension Transfer, Financial Advice, Estate Planning, Mortgages, Wills & Probate

Free initial consultation available ● Over 20,000 different savings and investment products are available for British investors ● Whether you are looking to invest £5 per week or more then we will help you find the right investment product ● Project your cash flow past retirement


Mon - Fri 9:00 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report


681-683 Edenfield Road, Norden, Rochdale OL11 5SL

Since 2008

Pensions Planning, Investments Management, Investment Bonds, Unit Trusts, Investment Trusts, Deposit Accounts, Regular Savings Plans, Structured Products, Venture Capital Trusts, Enterprise Investment Schemes, New Individual Savings Accounts, Inheritance Tax Planning, Long Term Care Advice, Wills, Personal Protection & Income Protection

They have access to the whole of the UK investment and savings market for lump sum investment or regular monthly savings ● Tax- efficient management of the transfer of assets across generations is crucial for families wishing to minimise taxes ● There are a variety of special tools to determine the default analysis, determine the risk profile and structure a suitable asset allocation

Registration 6504335


Mon - Thu 9:30 am - 5:00 pm
Fri 9:30 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report