3 Best Financial Services in Rochdale, UK

“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.”

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“2025 Update: Cartier Wealth Rochdale provides Independent financial advice. Imran Rafiq is the financial planner of the firm. His passion is to learn what really matters to people so that with his expertise, he can guide them towards their financial goals and well-being. The team works in partnership with individuals, families and business owners. Their mission is to bring you peace of mind through creating purposeful financial solutions tailored to your unique needs and aspirations. Through regular assessments, they ensure that your plan remains robust and responsive to your personal life and changing market dynamics. They also offer free consultation.”

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