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Financial Advisors in Bolton

List of financial advisors & consultants in Bolton. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Parkinson Business Finance

Parkinson Business Finance

Bolton, Greater Manchester, North West England, BL1 6AE

PBF is a small independent provider of a wide range of finance services to UK businesses of all sizes, from small independent traders to large public quoted groups. It is an essential part of our service that we take the time to understand our clients' businesses and their plans so that we can provide the best possible advice. This service is always delivered free of cost, professionally and is totally confidential. less

Taylor & Taylor

Taylor & Taylor

Bolton, Greater Manchester, North West England, BL1 4DH

Chris works directly with clients to determine exactly what needs to be done to achieve financial and lifestyle objectives. He is a keen sportsman who stopped playing football in his early 40's and now plays golf at Bolton Golf Club. Chris is also a Bolton Wanderers season ticket holder (West Stand) and watches them play home and away, whenever possible. less

CJT Financial Planning

CJT Financial Planning

Bolton, Greater Manchester, North West England, BL1 4AP

CJT Financial Planning provide comprehensive, unbiased and independent advice on a wide range of financial matters including pensions and retirement planning (incorporating the latest 'pension reforms'), savings and investments, Lifetime Mortgages (Equity Release), life/critical illness cover and income protection products. Please click on 'Our Services' for more information. All new clients are offered a free initial consultation, which includes a review of your current financial circumstances. less

Cowgill Holloway

Cowgill Holloway

Bolton, Greater Manchester, North West England, BL1 4QR

We are a North West leading independent firm of chartered accountants and business advisers with offices in Bolton, Manchester and Liverpool. Established for over 30 years, we have 13 partners and employ over 120 staff across our three offices. We specialise in providing financial solutions to owner managed businesses across the North West. We work closely with shareholders, management teams and have long established relationships with private equity firms, lawyers and banks. less

Leedham Independent Financial Advisers

Leedham Independent Financial Advisers

Bolton, Greater Manchester, North West England, BL1 3AD

Leedhams was formed in 1990 by Barry Leedham, who ran the business until his retirement in December 2013. Leedhams was formed around family values, with an emphasis of working with clients in their long-term best interests - this remains as important to the business today as it did at the start. At Leedhams we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified. less

H.J.Scott

H.J.Scott

Bolton, Greater Manchester, North West England, BL1 4QR

After many years of helping individuals with financial advice, we had clients who were very happy with our planning and service, but they were less than happy with the investment returns they were receiving. We set out to change this. For many years the banks and insurance companies had made fortunes because they had all of the power and all of the knowledge. They appeared to make more profit for themselves than we did from our own pensions, investments and savings. less

Camargue House

Camargue House

Bolton, Greater Manchester, North West England, BL1 2DD

Camargue House was formed in 2013 as a collaboration between leading professionals in the industry with a joint understanding of the needs of our clients, and of the increasingly complex world of financial services. We had our clients' interests at heart when choosing to create a solid base from which to service future generations of clients. less

Chancellor Financial Management

Chancellor Financial Management

Bolton, Greater Manchester, North West England, BL1

Chancellor provide independent, sophisticated advice to individuals, business owners and trustees. We work with those interested only in the very best. Proud to be acknowledged as one of the North West's leading firms of independent financial advisers our experience and expertise provides you with direction and clarity in financial planning. Chancellor have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). less

Brown Shipley

Brown Shipley

Bolton, Greater Manchester, North West England, BL1 1EJ

The personal client relationship lies at the very heart of our Private Banking experience, complemented by modern and innovative thinking. We recognise our clients want individual solutions to help them achieve their individual ambitions. They need to trust their assets and financial transactions to us with complete confidence. We are a UK authorised private bank with a strong balance sheet and favourable capital adequacy ratios. less

P D Financial

P D Financial

Bolton, Greater Manchester, North West England, BL1 8SD

Philip is a Chartered Insurance Broker, he spent over 30 years as a client servicer in the insurance profession working for major insurance brokers, and is a former President of The Insurance Institute of Bolton. He decided to use this knowledge and experience to set up PD Financial. PD Financial focuses attention on providing clients with the old fashioned values of personal service and commitment, something that is not always available in this era of online purchases and "Call Centres". less

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Most of the usual clients of a financial advisor in Bolton would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Bolton to help us get on the right pat. However, nowadays the clientele of a financial advisor in Bolton is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Bolton. A financial advisor in Bolton is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Bolton is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Bolton.

Tip from a Financial Advisor in Bolton: Take Bigger Risks

You are maybe thinking that a financial advisor in Bolton in their right state of mind would never advise you on taking risks. However, the good financial advisor in Bolton knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Bolton would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Bolton: Invest in Yourself

Another important tip from a financial advisor in Bolton you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Bolton will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Bolton won’t get tired to tell you.

Tip from a Financial Advisor in Bolton: Follow Opportunities

Like literary, a good and experienced financial advisor in Bolton can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Bolton knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Bolton would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Bolton and allow yourself all chances.