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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
Oldham, Greater Manchester
Evelyn Partners

Evelyn Partners

Shaw and crompton
Initial consultation free
FCA verified
Restricted
"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
1061
Minimum
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
TheWealthPoint

TheWealthPoint

Oldham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3217
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Oldham
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
66
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
M&G Advice

M&G Advice

Oldham
Initial consultation free
FCA verified
Restricted
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
2272
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Cullen Wealth

Cullen Wealth

Shaw and crompton
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
434
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Manchester
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
66
Minimum
wealth
£250k+
Meet the team
P
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Evelyn Partners

Evelyn Partners

Oldham
Initial consultation free
FCA verified
Restricted
"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
1061
Minimum
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
Harvest Associates

Harvest Associates

Oldham
Initial consultation free
FCA verified
Independent
Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.
Clients
helped
273
Minimum
wealth
£0+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sharia finance
and 2 more matches
Athelis Financial Ltd

Athelis Financial Ltd

Oldham
Initial consultation free
FCA verified
Restricted
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
66
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Oldham
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
66
Minimum
wealth
£250k+
Meet the team
P
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Oldham