The 20 Best Wealth management solutions in Oldham

27 results found

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  1. 1

    “We recently purchased our first home through Belvoir and couldn’t be happier with the service provided throughout. From the point of offer Sue was really helpful and despite my numerous calls and questions she was always happy to answer my queries and offered me the best advice to help secure the property we had set our heart on. We are now two weeks into our new home and loving it! We cannot recommend them highly enough and would like to say a massive thank you to Sue and the team at Belvoir.”

    Address: 51 High Street, Lees, Oldham OL4 3BN, United Kingdom

    Phone: +44 161 626 5501

    Website: belvoir.co.uk

  2. 2

    Albion House Wealth Management

    ★★★★★ 5
    Closed

    “Despite being early in my career, I realised I needed a better pension, it’s something I would have put off for a while if family had not urged me. Matthew was very helpful and knowledgeable. As I am a newbie to all things finance/pensions he was patient, explained everything in detail and his advice was very professional and friendly at the same time! He knew exactly what I needed to do to help secure my future financial goals and the whole process was easy, smooth and enjoyable. Thanks so much :)”

    Address: 31 Queen Street, Oldham OL1 1RD, United Kingdom

    Phone: +44 161 543 0674

    Website: albionhousewm.co.uk

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  1. 13

    ARK Financial Planning

    ★★★★★ 5
    Closed

    “My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too. Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable. They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued. They both really do go the extra mile to ensure you feel comfortable and well informed on every decision. I recommend ARK to all my friends, family and colleagues.”

    Address: Delph New Road, Delph, Oldham OL3 5DE, United Kingdom

    Phone: +44 161 303 9977

    Website: arkfp.co.uk

  2. 14

    “Dealt with my protective award after being made redundant by Axiom Ince who were solicitors having been intervened by the regulator after a huge amount of client monies were stolen by the then boss. Alan Lewis and his team were great. No win no fee. Even as a solicitor myself happy for the fees deduction as I really didn’t want to deal with it myself. Highly recommended.”

    Address: Albert Street, Hollinwood, Failsworth, Oldham OL8 3QL, United Kingdom

    Phone: +44 161 785 3500

    Website: pearsonlegal.co.uk

  3. 15

    TaxAssist Accountants

    ★★★★★ 4.8
    Closed

    “I have been with Tax Assist in Royton for longer than I can remember. In my opinion Steve and his colleagues are some of the best in the business. I would recommend their services to anyone with a small to medium business. You will be well looked after.”

    Address: 2 Middleton Road, Royton, Oldham OL2 5PA, United Kingdom

    Phone: +44 161 665 0590

    Website: taxassist.co.uk

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  1. 19

    BP & Co Chartered Accountants

    ★★★★★ 5
    Closed

    “I recently engaged Gemma and her Team at BP & Co and can honestly say the service I have received has been excellent! I wanted to claim back my Higher Rate Tax relief on 2 pension plans. As a first-time claimant, having only been placed into the higher rate tax bracket from 2022, Gemma guided me through the process, which she explained in clear terms, answering any questions I had along the way. Gemma was not only able to recover my tax relief on my pensions for Tax years 22/23 and 23/24, but she also identified additional rebates due to me and processed these claims as well. I couldn’t be happier with the end-result and the service I have received. Full disclosure(!) I found BP & Co through Google Search, recognised the name as I worked with Gemma many years ago (when we were young!). She was smart and diligent back then; I am pleased to see nothing has changed. Thank you for providing such great service, I would highly recommend you use BP & Co for accountancy services.”

    Address: 2 Pass Street, Oldham OL9 6HZ, United Kingdom

    Phone: +44 161 832 2195

    Website: bpaccountant.co.uk

  2. 20

    Hunter Capital

    ★★★★☆ 4.4
    Closed

    “I wanted to express my appreciation for everything Mr Habib ur Rahman have done for my mortgage. Your hard work, dedication, and positivity have truly made a difference. I truly appreciate your effort, your time, your attention and focus on this new type of mortgage. You consistently go above and beyond, not just expectations, but exceeding them in every way. I wanted to thank you for everything. Your efforts truly made a difference in navigating this journey, and I’m very grateful for your dedication and professionalism. Thank you once again for your support—it has meant so much to me and my family.”

    Address: 147 Union Street, Oldham OL1 1TD, United Kingdom

    Phone: +44 333 577 1988

    Website: huntercapital.co.uk

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  1. 22

    WeDo Finance Ltd

    ★★★☆☆ 3.7
    Closed

    “Tailored solution focused provider, very flexible in the approach and very professional. A real god send to our OMB in a time of need. A very responsive team always willing to find a solution.”

    Address: Tweedale Way, Chadderton, Oldham OL9 8EH, United Kingdom

    Phone: +44 330 900 5000

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