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Top 10 Independent (IFAs) & Restricted Financial Advisers in Rochdale

Find the best FCA regulated financial advisers in Rochdale. Get expert help near you with pensions, investments, retirement planning and more
Rochdale, Greater Manchester
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Harmony Wealth Management LTD

Harmony Wealth Management LTD

Heywood
Initial consultation free
FCA verified
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
406
Minimum
wealth
£100k+
Meet the team
Neil Smith Dip PFS
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Rochdale
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2320
Minimum
wealth
£150k+
Meet the team
Matt Law
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Charlene Love at Abacus Associates

Charlene Love at Abacus Associates

Manchester
Initial consultation free
FCA verified
Independent
I understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you. I’m here to provide clear, practical advice tailored to your unique situation.
Clients
helped
71
Minimum
wealth
£100k+
Meet the team
Charlene Love
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Fidelius Ltd

Fidelius Ltd

Manchester
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
176
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Manchester
Initial consultation free
FCA verified
Independent
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
3624
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Heywood
Initial consultation free
FCA verified
Independent
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
3624
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Manchester
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
190
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
SFL Wealth Management

SFL Wealth Management

Manchester
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
1017
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Harvest Associates

Harvest Associates

Rochdale
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
284
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
John Carter at True Potential Wealth Management

John Carter at True Potential Wealth Management

Heywood
Initial consultation free
FCA verified
Restricted
True Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
Clients
helped
82
Minimum
wealth
£100k+
Meet the team
John Carter
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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Frequently Asked Questions about Financial Advisers in Rochdale