Independent Financial Adviser - Cartier Wealth - Rochdale

Address: 286 Yorkshire St, Rochdale OL16 2DR, United Kingdom.
Phone: 7813280970.
Website: cartierwealth.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Independent Financial Adviser - Cartier Wealth

☎️7813280970

⏰ Open Hours of Independent Financial Adviser - Cartier Wealth

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: 9 AM–5:30 PM
Sunday: 9 AM–5:30 PM

Independent Financial Adviser - Cartier Wealth

Located at 286 Yorkshire St, Rochdale OL16 2DR, United Kingdom, Cartier Wealth is a reputable financial services firm that specializes in providing personalized financial consultation. Established to help clients navigate the complex world of finance, this independent financial adviser has carved a niche for itself in the industry by delivering exceptional service and expert advice.

Specialties

The team at Cartier Wealth prides itself on being financial consultants, offering bespoke financial planning services tailored to each client's unique needs and goals.

Address and Contact Information

For those interested in learning more about Cartier Wealth's services, or for anyone seeking a reliable financial consultant, the firm can be reached via phone at 7813280970 or by visiting their website at cartierwealth.com.

Accessibility

One of the key points of interest at this location is the wheelchair-accessible car park, ensuring that all clients can access the services provided by Cartier Wealth easily and comfortably.

Client Reviews and Testimonials

With an impressive average rating of 5/5 based on 8 reviews on Google My Business, Cartier Wealth has earned a stellar reputation among its clientele. Many clients have praised the professional and personalized approach of the financial consultants, particularly highlighting Imran Rafiq's invaluable advice and expertise in financial planning.

Cartier Wealth stands out not only for its commitment to providing top-tier financial services but also because of its dedication to understanding and meeting each client's unique goals. This level of personal attention and tailored service is evident in the high ratings and positive reviews the firm has garnered.

Final Recommendation

For individuals in search of a trustworthy and knowledgeable financial advisor, Cartier Wealth is an exceptional choice. With a strong track record of success, a commitment to personalized service, and a convenient location, this independent financial adviser is well-equipped to help clients achieve their financial goals. We highly recommend reaching out to Cartier Wealth for a consultation or to learn more about their services by visiting their website at cartierwealth.com.

👍 Reviews of Independent Financial Adviser - Cartier Wealth

Independent Financial Adviser - Cartier Wealth - Rochdale

Hasan K.

5/5

I can't recommend Imran Rafiq of Cartier Wealth enough! His advice has been invaluable, and his expertise in financial planning is truly impressive. He took the time to understand my unique goals and provided clear, actionable steps that made a real difference. Throughout our interactions, his professionalism and genuine care for my financial well-being shone through. If you're looking for a trustworthy, knowledgeable advisor, Imran Rafiq of cartierwealth.com is the best choice!

Muhammad I.

5/5

I contacted imran for advice on life insurance. Imran addressed my family protection needs and created a financial plan to address my retirement planning shortfalls which I didn't consider. As an accountant I don't have any hesitation in referring clients to Imran.

Michelle W.

5/5

Absolutely amazing service provided. We cannot recommend him high enough. He has been amazing throughout. Provides an excellent service and is very easy to communicate with. Also brilliant communication. Thanks Imran.

Nav C.

5/5

What were the circumstances that caused you to initially look for a financial adviser?

I needed a financial advisor to evaluate my portfolio and life choices as i had no financial planning in place. Imran from Cartier Wealth was recommended to me by a friend.

How has Imran Rafiq helped you?

Imran was a good professional specialist who understood my needs and recommended a solution to suit. He evaluated my current financial situation and combined all my existing pensions onto one platform.

Have you seen the outcome you were hoping for?
The outcome has seen a reduction in my time spent on admin as i have a trustworthy advisor to look after my pension!

Karen H.

5/5

What were the circumstances that caused you to initially look for a financial adviser?

I was planning to retire and needed advice about pensions, investments and using these as income.

How has Imran Rafiq helped you?

My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !!

Have you seen the outcome you were hoping for?

Yes. Imran arranged the pension and investments as agreed in our meetings.

What could they have done better?

Imran is always on hand for any questions or queries I may have.. He is very knowledgeable and patient! He does a really good job. I don't know that he could do any better.

JOHN B.

5/5

REVIEW

What were the circumstances that caused you to initially look for a financial adviser?

I was turning 55 the year before last & was informed the 3 pension schemes that I had forgotten about could be used for investing & obtaining funds for myself

How has Imran Rafiq helped you?

I was totally not aware of all the different options that were available to me & to be honest a lot of the information from the internet & the previous plans were double dutch to me. Imran took the time to explain everything so that I could understand it & make plans for the future

Have you seen the outcome you were hoping for?

With the state of the economy as it is right now, I would say Yes the outcome is as predicted.

What could they have done better?
Nothing! Imran has been very professional, courteous and understanding.

Lesley C.

5/5

What were the circumstances that caused you to initially look for a financial adviser?
Needed expert help with lump sum from inheritance

How has Imran Rafiq helped you?

Went over all options thoroughly following a full financial review and explained in easy to understand language what my choices were to match my financial profile

Have you seen the outcome you were hoping for?

Yes steady growth

What could they have done better?

Nothing

Gaynor O.

5/5

I had a lump sum of money to invest and approached Imran who I have known for many years. He is very knowledgeable and trustworthy. I was so impressed with the way he handled my investments I recommended him to my sister who needed investment advice. I would have no hesitation in recommending him to anyone