3 Best Financial Services in Rochdale

“Sterling Solutions Ltd offers a full range of wealth management services for personal and corporate clients. Alistair Hughson is the managing director of this firm. 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 and medium-sized limited companies and partnerships to the self-employed and employed, all of which have specific planning needs. Al Hughson is the firm's co-director and is committed to giving his clients holistic and practical financial planning advice across several areas. They pride themselves on providing long-term relationships with clients. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances. The team has in-depth knowledge of investment planning and how these can be utilised to achieve the best results for individuals and companies.”

Read more

“Logic Wealth Planning is an award-winning local Independent Financial Services business. Yianni Theodorou is the Managing Director with over 30 years of experience as a Financial Adviser. He works alongside his other experienced, professional Advisers and is supported by a friendly and knowledgeable Administration department with a personal commitment to offering world-class advice and service. Yianni ensures that Logic Wealth Planning has been providing exceptional customer service since 2005. Independent Financial Advisers (IFAs) have the flexibility to find the best products across the whole of the market for their clients' needs, unlike non-independent companies restricted to offering certain products only, which will not necessarily be the best option for the client. Clients need to consider this very carefully when choosing a Financial Services company to help them. At Logic Wealth Planning, putting clients at the heart of everything they do and delivering outstanding customer service is their benchmark. The team is driven by helping people realise their hopes and dreams, by carefully listening and understanding, and by providing comprehensive and friendly advice, always tailored to help clients drive a path to a secure financial future. Many of Logic Wealth Planning's clients have been using their services for over 20 years, and they are proud to say that most of their new clients enlist their help directly because of personal recommendations from friends, family and colleagues. As Yianni Theodorou says, there can be no better compliment than knowing that their clients are happy enough with their services and recommending them to others. For anybody looking for financial solutions which will best suit their circumstances, wanting the very best in customer service provided by a well-established company and run by a friendly, welcoming and professional independent team, Logic Wealth Planning has got to be the number one choice.”

Read more

“Front Row Financial Ltd aims to demystify financial advice, working with you to clarify your financial affairs. They aim to offer support, reassurance and tailored solutions to address your financial goals and areas of need. Their primary objective is to build long-lasting relationships with their clients and their families, centred around personalised, dependable financial advice. Withtwenty years of experience across various financial services and institutions, they can confidently assess your financial needs, assist you in your financial planning, and guide you in making the choices necessary to reach your financial and lifestyle goals. Front Row Financial Ltd provides an excellent wealth management service to help you achieve your goals.”

Read more