About you

Getting financially organised can be a complex process.

Many people simply don’t have the knowledge or inclination; that’s where we, as Chartered Financial Planners, can help.

You may well have accumulated significant personal or business wealth over the years but lack the expertise to create a strategy that will enable you to secure your desired future lifestyle.

We work predominantly with people that are local to our two offices – whether that is Oldham or Manchester.

Our Saddleworth-based clients often live in Diggle, Delph, Dobcross, Uppermill, Grasscroft, Scouthead, Greenfield, Denshaw, Friezland, Lees, Springhead, Lydgate, Grotton and Austerlands. However, we also work with clients across the UK and embrace technology to communicate with those further afield.

Our Manchester office is easily accessible from Stockport, Cheadle, Prestbury, Alderley Edge, Mobberley, Knutsford, Hale, Altrincham, Sale and all surrounding areas. Spinningfields is well connected via public transport and we are a short walk from a number of train and tram stops.

We work best with those who are:

Over 55

If you’re in your mid-50s or older, we help you get a plan in place for your future so that, when the time is right, retirement is a smooth, worry-free transition.

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If you have been widowed, we will help you to get financially organised, guide you patiently and give you the confidence to make the right decisions about your future.

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Business owners

If you’re a business owner, we show you how to make use of the benefits, freedoms and allowances available to you; enabling you to fully reap the rewards of your hard work.

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