The 30 Best Retirement planning solutions in Bolton

45 results found

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  1. 9

    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

  1. 10

    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

  2. 11

    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

  3. 12

    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 Road, Bolton BL1 4DH, United Kingdom

    Phone: +44 1204 365165

    Website: taylortaylor.co.uk

  1. 14

    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 Road, Bolton BL1 8DF, United Kingdom

    Phone: +44 1204 848866

    Website: taxassist.co.uk

  1. 16

    Thomas Whiting Ltd

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 318 Chorley Old Road, Bolton BL1 4JU, United Kingdom

    Phone: +44 1204 840881

    Website: thomaswhiting.co.uk

  2. 17

    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

  1. 19

    Blossom Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 50 Church Street, Westhoughton, Bolton BL5 3RS, United Kingdom

    Phone: +44 1204 916433

    Website: blossomwealth.co.uk

  1. 28

    Tamen Accountants

    ★★★★★ 5
    Closed

    “Michael and team has completely sorted my accounts out. Having been left in a mess, it’s wonderful to login and see them all up to date. I have a better understanding of the various processes, how much tax I will have to pay and the most cost effective way of paying myself and all the various expenses- which no one had explained to me previously. (Shockingly!) I highly recommend Tamen Accountants to anyone looking to change or just starting out. My view is that you get the whole package with Michael and his team: they genuinely want to help you and get the best out of your business. Thank you so much! Helen- The Little Calm Company”

    Address: 74 Saint George's Road, Bolton BL1 2DD, United Kingdom

    Phone: +44 1204 391505

    Website: tamenaccountants.co.uk

  2. 29

    AXA Insurance

    ★★★☆☆ 3.8
    Closed

    “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