The 30 Best Financial security in Bolton

“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.”

“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.”

“The service provided by Arkwright Insurance Brokers was second to none. Tiana Lowe dealt with everything from start to finish she was dedicated and extremely professional. I will definitely be sticking with them in the future and would highly recommend to anybody.”

“Exemplary Business Finance Service Bolton Business Finance and its MD Marcus Wright are professional and an example to others in the industry. Strongly recommended. Most business people searching for a business finance broker will have dealt with Estate Agents, Recruitment Agencies, or both. You know the types; recruitment “consultants” that try to palm you off with unsuitable candidates having doctored the CV to look great, or estate agents that assure you the enquirer is a “Cash Buyer” or in a fabulous position when in fact they have not even got an offer yet for their overpriced property. Many Business Finance Brokers are as above, probably worse. They work the numbers game of collecting applicants then punt the applicants around the types of lenders that want to tie you down with crazily high interest rates, unviable repayment terms and the ubiquitous PG. My advice is to look out for these shady practitioners. They want your personal ID, 6 months Bank Statements and annual accounts before even discussing solutions to your problem. They have only a passing conversational interest in your business. Be especially alert to the additional introduction “Fee” for getting to offer stage. One such broker added a 5% fee unto an already sky-high rate of interest front-loaded unto the principle, no reduction for early settlement, and of course the dreaded PG. Try getting 5% Interest per year on deposit of £200,000…. It is currently almost impossible yet, some brokers want 5% (£10,000 on that £200K) just for the introduction. That’s 3–5 times what Estate Agents will charge, and they typically must do some work and wait 6 months for the transaction to complete. The broker may well have punted your most personal details by email to any number of lenders leaving you exposed in many ways. Marcus did none of the above. He listened to the requirements. Noted preconditions, made no promises but came back very quickly with imaginative propositions. Very personal details and confidential information were requested only when there was agreement in principle. I will certainly use again.”

“Carole is wonderful, very helpful dealing with fleet insurance!”

“Top customer service. Kate made everything easy and straight forward. Whoever is in charge of this company should also be congratulated as this is how an Insurance brokers should be. We will definitely use this company again.”

“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.”

“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”

“PB Syddall & Co have been handling our financial affairs for many years. They are very friendly, professional, and their communication is second to none, with a very quick turn around service. I would highly recommend them for all of your accounting & businesses advice needs. Special thanks especially to Neil & Mathew for your continued support.”

“Ash was helpful and knowledgeable, which made the whole process so much smoother. He handled everything quickly and efficiently, taking the stress out of it all. I really appreciated his help. Highly recommended.”

“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 ☺️”

“I have been with hoot for a few years now, I have a Christmas savers and a loan. Always happy never had any issues”

“Impact insurance best in the business just saved me all the £2000 I dealt with Jasmine, very helpful from start to finish, not pressured into anything just talked through everything and and as I can’t read and write . She went through everything slow and and at my pace would highly recommend to anybody who is looking for insurance or traders insurance I felt like nothing was too much to ask. Perfect service from start to finish. Also have WhatsApp so you can easily send over all your documents rather than having a mess about with Email if you can try and deal with wish I could leave more stars Then, then, five”

“Honest review I have been coming here for years and The costumers are very nice and the service is amazing eveyone is so sweet help is always there also Helina is a very good at giving service. Located in BL1 Bolton town”

“I moved to dot2dot 3 years ago and have been consistently happy with the company. Daniel, my account manager is so helpful and understands my business, our yearly joint assessment of my growing business needs ensures I'm fully insured each year. Would definitely recommend.”

“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available when I have any questions. I wouldn't hesitate to recommend her to anyone.”

“I received excellent advice and help from my adviser. Everything was explained in full and information supplied was clear and concise. I would fully recommend Jones Regan.”

“Lesley and her team are amazing, so approachable, professional, and efficient. I wouldn't trust anyone else with the job ⭐️”

“We have been using IC Insurance Solutions for all our properties over the past few years and have always received outstanding service. The Staff are very professional, easy to deal with and always look after you, especially Saif, he’s been so helpful with advice and quick to get the best deals for you. highly recommended!”