The 30 Best Financial advisor in Bolton

82 results found

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  1. 1

    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: 67 Chorley Old Road, Bolton BL1 3AJ, United Kingdom

    Website: kilbrinfinancial.co.uk

  2. 2

    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: 120 Bark Street, Bolton BL1 2AX, United Kingdom

    Phone: +44 1204 366300

    Website: capstone-financial.co.uk

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  1. 4

    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: Lever Street, Bolton BL3 6NN, United Kingdom

    Phone: +44 800 056 6820

    Website: moneyadvisor.co.uk

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  1. 7

    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 Road, Bolton BL1 4AP, United Kingdom

    Phone: +44 1204 588000

    Website: halcyonfinancialplanning.co.uk

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  1. 29

    Ryans Chartered Accountants

    ★★★★★ 5
    Closed

    “Highly recommended. We've been with Ryans for about 6 months and only have good things to say. We liaise with Paul who is always professional, personable and really knowledgeable. Has the patience of a saint (particularly when we ask him to explain things to us) and appears to work all hours (someone give him a raise). It may not be the cheapest place you'll find but I severely doubt you find better bang for your buck and prices are always fair. They even submit directors personal taxes inclusive of their fee.”

    Address: 67 Chorley Old Road, Bolton BL1 3AJ, United Kingdom

    Phone: +44 1204 523263

    Website: ryans-uk.com

  2. 30

    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: 7 Chorley New Road, Bolton BL1 4QR, United Kingdom

    Phone: +44 1204 322573

    Website: cheethamjackson.com

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