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:

Senior Executives

Providing you with a financial strategy to help make work optional.

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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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