The 10 Best Financial planning tools in Bolton

14 results found

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  1. 1

    Capstone Financial

    ★★★★★ 5
    Open

    “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. 5

    More Than Accountants

    ★★★★☆ 4.7
    Open

    “They are always so pleasant and helpful. Especially as someone who is new to business they are such a reassuring team. My previous accountant Warda was always so helpful and I was changed over to Azham and find that he is just as polite and dilligent. Great company to have for accounting!”

    Address: Waters Meeting Road, Bolton BL1 8SW, United Kingdom

    Phone: +44 161 804 0808

    Website: morethanaccountants.co.uk

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  1. 7

    Wren Accounting Services Limited

    ★★★★★ 5
    Open

    “I asked Gill to help me with my bookkeeping at the beginning of this year (2020) and what a good decision that has been. I have probably spoken to her more times in a few short months than I have spoken to my accountants in almost 15 years. She has helped me to migrate to using Quickbooks which allows me to snap my purchase invoices on my phone, saving me hours and hours every month trying to keep my books up-to-date and reconcile my bank statements. Gill is easy to contact and always very helpful. I’ve lost count of the number of times she’s helped me with Quickbooks. She’s been a breath of fresh air. She has also been very proactive to keep me informed about the Government’s support during the COVID-19 pandemic. (I’ve not even heard from my accountants once, by contrast). I have, therefore, no hesitation in recommending Gill’s accounting services to local sole traders and owners of small and medium-sized businesses. After hearing so many times, that as a small business owner, I should outsource those parts of my business activities that I don’t enjoy (or am not qualified in), I’ve finally done it with my bookkeeping - and I couldn’t be happier - and Gill has made that happen for me!”

    Address: Stone Hill Road, Farnworth, Bolton BL4 9TP, United Kingdom

    Phone: +44 1204 275264

    Website: wrenaccounting.co.uk

  2. 9

    AXA Insurance

    ★★★☆☆ 3.8
    Open

    “Great people to work with, forward thinking, professional and really care about their products and customers.”

    Address: 4 The Parklands, Lostock, Manchester, Bolton BL6 4SD, United Kingdom

    Phone: +44 1204 380480

    Website: axa.co.uk

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