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
Heritage Wealth Solutions Ltd
Saddleworth
FCA verified
Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
Clients
helped
helped
18
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners
Oldham
FCA verified
"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
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
TheWealthPoint
Oldham
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
helped
2898
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Athelis Financial Ltd
Oldham
FCA verified
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
helped
47
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners
Manchester
FCA verified
"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
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Cullen Wealth
Shaw and crompton
FCA verified
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
helped
398
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners
Shaw and crompton
FCA verified
"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
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Chris Pickering at Continuum Financial Services LLP
Oldham
FCA verified
I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.
Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped
helped
127
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Athelis Financial Ltd
Oldham
FCA verified
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
helped
47
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Becketts FS Ltd
Saddleworth
FCA verified
🏆 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
102
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice.
Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.