BEST RATED » ROCHDALE » FINANCIAL SERVICES

Best Financial Services in Rochdale

Expert recommended Top 3 Financial Services in Rochdale, UK. All of our financial services 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

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

Logic Wealth Planning thinks that understanding what you want from life helps you make better financial choices. They are all about giving independent wealth planning advice. Provides to take a holistic approach to your financial planning requirements to ensure that you achieve all of your life goals. They build long-term relationships with their clients.

Registration 4206195

[email protected]

logic-wp.com

Reviews

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

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

Sterling Solutions offers a full range of wealth management services on both a personal and corporate basis. Provides reliable and expert advice in all aspects of financial services. They have in-depth knowledge of both investment planning and how these can best be utilised to achieve the best results for Individuals and Companies.

Registration 04267622

sterlingsolutionsltd.co.uk

Reviews

By Appointment

TBR® Inspection Report

TRUE POTENTIAL WEALTH MANAGEMENT

165 Green Lane, Heywood, Heritage House, Rochdale OL10 2EN Directions

Since 2007

Personal Strategy, Auto Enrolment, Financial Services, Protection, Retirement and Investment Strategies, Life, Critical Illness and Disability Solutions, Portfolio & Wealth Management

True Potential Wealth Management offers services to private clients, trustees and businesses throughout the UK. Provides service and investment solutions to close to 20% of all UK financial advisers and clients. True Potential Wealth Management has been recognised with several major industry awards. They will always deliver strategies and services that are simple, effective and unique. Serves also in Newcastle upon Tyne.

[email protected]

colinlambert.tpllp.com

Reviews

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

TBR® Inspection Report