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Browse financial advisor in Bolton. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 75 results in Bolton. Average rating 3.0/5 based on 1,590 reviews & ratings.

Directory overview

  • 75 Total businesses
  • 3.0 Average rating
  • 64% With reviews
  • 44% With photos

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  1. 1
    Photo of Kilbrin Financial - 71 Chorley Old Rd, Bolton BL1 3AJ, UK

    Kilbrin Financial

    ★★★★★ 5 Closed

    “Avi has been fantastic, she has set up my pension. Avi, couldn't do enough for us and was very clear explaining how things work. Very professional approach. I would 100% recommend using her services.”

    Address: 71 Chorley Old Rd, Bolton BL1 3AJ, UK
    Website: kilbrinfinancial.co.uk
  2. 3
    Photo of Capstone Financial - 6th Floor, 120 Bark St, Bolton BL1 2AX, UK

    Capstone Financial

    ★★★★★ 5 Closed

    “I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.”

    Address: 6th Floor, 120 Bark St, Bolton BL1 2AX, UK
    Phone: +44 1204 366300
    Website: capstone-financial.co.uk
  3. 4
    Photo of Money Advisor - Crescent House, Lever St, Bolton BL3 6NN, UK

    Money Advisor

    ★★★★☆ 4.7 Closed

    “Would really recommend money advisor as they have helped me so much with my issues. The team are amazing and happy to help. They have filled me in with so much information which has reassured me. Thank you again for your support on my IVA ☺️”

    Address: Crescent House, Lever St, Bolton BL3 6NN, UK
    Phone: +44 800 056 6820
    Website: moneyadvisor.co.uk
  1. 12
    Photo of Halcyon Financial Planning Ltd - 20 Chorley New Rd, Bolton BL1 4AP, UK

    Halcyon Financial Planning Ltd

    ★★★★★ 5 Closed

    “One of those times in your life when you kick yourself for not doing it sooner. I went to Kevin over two years ago in my late 50’s with a notion of retiring in the next few years. After the initial consultation he produced a no obligation to proceed plan which included many practical recommendations. It was a bit of a wall to face at first but he helped me over it and now I have all my affairs optimised for the future. He has saved me a significant amount on monthly costs by clever arrangements without having to touch my lifestyle. As importantly I am now retiring and with a lot of confidence that it is the right time and sustainable. He is always there as a sounding board and will challenge when necessary and give an alternative perspective if needed. I wish I had gone to Kevin years ago but I am so glad I did when I did and know someone has my back financially across all my affairs, plans and left field enterprises. I couldn’t recommend Halcyon and Kevin highly enough. The best investment you will ever make.”

    Address: 20 Chorley New Rd, Bolton BL1 4AP, UK
    Phone: +44 1204 588000
  1. 27

    Cheetham Jackson Ltd

    ★★★★★ 5 Closed

    “Tom Williams helped us to sort out our finance situation. He went above and beyond to give us the right advice for us. Couldn’t fault his professionalism and his expertise. Would highly recommended his service”

    Address: 8 St Mary's Pl, Bury BL9 0DZ, UK
    Phone: +44 1204 322573
    Website: cheethamjackson.com
  2. 28

    TaxAssist Accountants

    ★★★★★ 5 Closed

    “I had an absolutely fantastic experience with TaxAssist Bolton! From the moment I started working with them, I felt confident that my financial matters were in the best hands. They were not only highly professional and knowledgeable, but also extremely attentive to my specific needs and concerns. They went above and beyond to ensure that all my financial documents were in order and that I understood every step of the process. Their attention to detail and commitment to providing excellent service truly impressed me. I couldn't be happier with the results they achieved for me. I highly recommend TaxAssist Bolton to anyone in need of reliable and trustworthy financial assistance. Thank you for your outstanding service! North West Wardrobes Ltd”

    Address: 353 Halliwell Rd, Bolton BL1 8DF, UK
    Phone: +44 1204 848866
    Website: taxassist.co.uk
  3. 29
    Photo of Taylor & Taylor - 94 Chorley New Rd, Bolton BL1 4DH, UK

    Taylor & Taylor

    ★★★★★ 5 Closed

    “We have been clients of Taylor and Taylor for the last 4 years. Ross and the team have been fantastic in helping us invest for our retirement. They take the time to really get to know you and your whole family's wishes for the future, then put in place a plan to make it happen. Choosing an advisor to invest your savings can be a daunting experience, so I can't recommend T&T enough. Everyone at Taylor and Taylor has been so helpful and they explain every stage of each investment and keep us well informed.”

    Address: 94 Chorley New Rd, Bolton BL1 4DH, UK
    Phone: +44 1204 365165
    Website: taylortaylor.co.uk