Top 10 Independent (IFAs) & Restricted Financial Advisers in Oldham
Find the best FCA regulated financial advisers in Oldham. Get expert help near you with pensions, investments, retirement planning and more
As featured in

🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
118
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
helped
3578
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2615
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2615
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1156
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We are one of the UK's leading Retirement Advice firms.
Our expert Protection advisers can provide you with market leading quotes, without obligation.
Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
helped
6339
Minimum
wealth
wealth
£0+
Meet the team
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
3023
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings

"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
1521
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services

Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
helped
3578
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments

"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
1521
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
As featured by
Frequently Asked Questions about Financial Advisers in Oldham