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The Best Financial Advisors In Bolton
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You’ve worked hard for your money and to ensure your family is looked after, so it’s only natural that you should want to discuss your future goals with a financial expert you can trust.
As your personal or business financial advisers, we will spend time finding out about you and your priorities. Once we understand what you want to achieve, we’ll then work together with you to develop a long-term financial plan that’s tailored to your specific needs.
Capstone Financial are award-winning financial advisers, who are driven by helping our clients to achieve their financial goals and aspirations. We see financial planning not as a one-off event, but as a lifelong journey, together.
Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.
Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family.
Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.
Services
Office
Bolton, England
Looking to buy your first dream home? Want to raise money for an extension? We want the experience for you to be enjoyable. Here at Millennium Finance, we take that stress away from you from start to finish. A reputable firm with 15 years of Financial & Protection advice experience, with a client focused approach, from in office/home meetings to over the phone consultation, we make the whole process simple.
We offer advice on a comprehensive range of mortgages from across the market tailored around you. Including Residential, Remortgage, Buy to Let, Right to Buy, or Right-to-Acquire, New Build, Property Development or Auction Purchase.
As we have a duty of care for each individual client of ours, we do not simply complete the mortgage process for your dream house but ensure that in the event of your Death, Critical Illness or loss of Income you will leave a roof & financial security over your family.
Here at Millennium Finance, we arrange to meet in the way it suits you best whether it be in the office, via conference call or in the comfort of your home. A checklist will be provided beforehand for you to gather relevant documentation.
The meeting not only allows us to go through information but is also an opportunity to meet fantastic new people. We understand that not everyone is available at certain times of the day hence we arrange the meeting at a time of your convenience, ranging from evening to weekend appointments
Services
Office
1st Floor, Landmark House, 12 Chorley New Rd, Bolton BL1 4AP, United Kingdom
Halcyon Financial Planning Ltd
We believe that a life well-lived is a life that’s rich with memories, experiences and loved ones – not just money. We also believe that everyone deserves the opportunity to enjoy the moments that truly matter, regardless of any curveballs that may be thrown in along the way.
Through highly personal, sustainably-focused financial planning we help people identify their perfect life, and set them on a path to achieving it. We take care of the money stuff, so all you have to do is look forward to a secure financial future for you and your family.
The word ‘halcyon’, our namesake, is used to describe a time of idyllic peace and prosperity. So let’s plan your halcyon days, together. If it matters to you, it matters to us – and we want to be able to make a real difference to our clients’ lives.
Finding a financial planner that’s right for you can sometimes feel like finding a needle in a haystack. To help cut through the noise, here are some of the reasons why we’re valued by our clients – and why we might add value to your situation, too.
It all starts with you. Our process revolves around identifying what matters the most, and what a happy, fulfilled future looks like. Knowing what you want out of life means we can always do what’s best for you and your family.
Services
Office
20 Chorley New Rd, Bolton BL1 4AP, United Kingdom
Thomas Whiting Ltd has a long and storied history in the world of financial services. We have been evolving in the industry for many years and are always open to innovative technology that enhancing our clients experience and allows them to view, update and add to their existing arrangements. We are very proud of our achievements and all the people who led us here.
Thomas Whiting Ltd approaches every client’s business as if it were our own. We believe our firm should be more than an advisor. We put ourselves in our clients’ shoes, align our advice with the clients objectives, and collaborate to help clients reach their financial goals. This builds deep and enjoyable relationships.
The right approach is necessary for the right outcome. Thomas Whiting Ltd Uses innovative Technology to help clients reach their goals and objectives.
At the Start of the Year Lyndsey Sloly started with us. After a number of years in the Estate agency business, Lyndsey is now offering help to clients through the whole process of Moving and buying a home, as she now also offers Mortgage Advice.
Services
Office
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU, United Kingdom
Established in 2007, we’ve been providing individuals and businesses of all backgrounds with financial advice for nearly 15 years. Whether you’re at the start of your career looking for mortgage advice, nearing retirement and seeking help on equity release or you’re a business owner looking for insurance advice, we’ve got a wealth of experience to cater to your needs.
With offices in Bolton and Gateshead, we are proud to provide financial advice to people living all over Manchester, Newcastle, and further afield. We strive to offer the most convenient access to financial advice wherever you live, which is why we offer our clients both office-based and home-based consultations.
Our great team of financial advisors have been helping people from our Gateshead office, just outside Newcastle, since 2007. Appointments can be held at the office, alternatively we can provide home visits if you’re based in Washington, Sunderland, South Shields or even further.
Slightly newer that it’s Gateshead counterpart, our Bolton office allows us to provide financial advice to clients across Manchester, Wigan, Rochdale, Blackburn, and beyond. We can provide both office-based and home-based consultations, so get in touch with our friendly and professional team today to book an appointment.
Services
Office
176 Tonge Moor Rd, Bolton BL2 2HR, United Kingdom
Ryans Chartered Accountants & Business Advisors | Bolton Chartered Accountants
Money matters. But if your accountant doesn’t make your money matters easy for you to understand and take care of – if they don’t show you where you’re going wrong and how you can be doing better – it can feel like you’re not getting your money’s worth, right?
So, let us be clear on what we can do for you: Across all of our services, we’ll guide you on how to make, and save, more money. Simple.
In order for us to do that, expect us to work with you much more closely than other accounts would. Expect us to get to know your business as well as you do. Expect us to point out the problems, but expect us to bring solutions, offer fresh ideas and spot opportunities, too.
Don’t expect us to try and impress you with our expertise though, because making what we do simple for you to understand and trust in, is what we’re all about. We don’t want to bore or bamboozle you – we want you to really see the value in partnering with an accountancy that is clear on how they can help grow your business and your profits.
Fed up of trying to make sense of accountancy jargon? Us too. Which is why you can count on us to keep things clear and simple for you with a no-nonsense, straight-talking approach to your business.
Services
Office
67 Chorley Old Road, Bolton, BL1 3AJ
Contact: Ryans Chartered Accountants & Business Advisors | Bolton Chartered Accountants
Berkeley St James Financial Planning
We provide Wealth Management advice to individuals and businesses around the country. Our advice is tailored to meet your personal and/or business objectives. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working and retired around the country.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
For full details of the range of products and services that are available to you, view our ‘Wheel of Services’.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Services
Office
1 Church Bank, Bolton BL1 1HX, United Kingdom
We source a wide range of commercial finance products for our clients, working with a large panel of over 100 lenders. Once we have discussed your requirements and current circumstances, we can then match you up with lenders and request quotations.
If needed we can help to compare lending offers, negotiate with banks and lenders and also guide you through the whole application process to completion. We do not charge any fees for a no obligation quote on any of our commercial finance services.
We don’t charge any broker fees on Business Finance and Invoice Finance applications. We may sometimes need to charge a small fee on some Commercial Property Mortgage applications due to the complexity involved.
Bolton Business Finance Ltd was started by Marcus Wright, after 12 years Banking & Financial Services experience.
He personally gets involved with all our deals to ensure a personal level of service. You can read his most recent articles over on our blog.
As a fellow business owner and property investor, he understands first hand what is important to our clients. We are a proud member of the UK’s flagship trade body National Association of Commercial Finance Brokers (NACFB).
The NACFB is the professional association of choice for UK commercial finance brokers. As part of our commitment to our customers, we adhere to the NACFB’s Code of Practice.
As well as ensuring our compliance and professionalism at all times, we also commit to treating our clients fairly and responsibly, and to operating with integrity at all times.
Services
Office
6th Floor, Regus, 120 Bark St, Bolton BL1 2AX, United Kingdom
Our clients, be they individuals, families, trustees or corporate entities typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future.
Taking time to understand your financial goals and priorities. Working with you to explain what you can expect at every stage of the planning and investment process. Explaining, in simple terms, how investments work and the choices available to you, before you make any decisions.
Regularly reviewing both your circumstances and your investments, to make sure your plans stay on track. This is particularly relevant as you approach retirement and need to plan for 20 years plus. Working closely with your solicitor, accountant and other professional advisers, to ensure a coordinated approach to your financial affairs.
Highly qualified independent, specialist Wealth Managers. Well practised in creating tailored solutions. One of five specialist wealth management and financial planning businesses within Group IFA.
Greater understanding and feeling of control over your finances. Confidence that your investments are right for your circumstances. Peace of mind that you have the assets you need to meet your objectives.Your own experienced adviser to help you make important decisions and deal sensitively with any changes in your personal situation.
Transparent and uncomplicated fee structure. No charge until you are certain that we can add value to your financial arrangements.
Your initial and ongoing fees agreed, and set out clearly in writing, before work starts. We are a firm of Chartered Financial Planners which is recognition by the Chartered Insurance Institute of our professionalism and continued determination to deliver the highest possible standards of client service.
Our Investment Committee is dedicated to interpreting the macro-economic environment and setting the overall asset allocation strategy for use within the Group’s risk rated investment portfolios.
The independent investment specialists on the Committee bring a wealth of experience to our asset allocation modelling and fund selection process with over 160 years of combined knowledge, experience and practice.
This unparalleled knowledge of asset allocation modelling and quantitative and qualitative fund research is vital to ensure our investment solutions are both suitable and effective yet still personal to you.
Office
Investment House, Bolton Road, Bradshaw, Bolton BL2 3EU, United Kingdom
If you are like millions of others in the UK who are struggling with debt, Money Advisor are here to provide professional and honest information on the debt solutions available to you.
Anyone can get into financial difficulty for a vast variety of reasons. We find that people are often anxious about talking about their money issues and tend to put off seeking help. For this reason, we strive to provide a warm and friendly service, with empathy and integrity at every step of the way.
Our team welcome you with a listening ear, taking your personal circumstances into account before running through the options available to you and answering any questions you may have.
The submission form says write off up to 90% – can this be substantiated – if not this could be seen as misleading. If I enter that I owe less than £5k it tells me I can write off up to 90% of debt.
Once you have decided which solution is right for you, we will guide you clearly through the next steps and get you started on your journey. We help 1000s of people every month to reduce their monthly debt repayments and get back on track with their finances.
We do not administer or provide advice relating to debt management products, such as Debt Management Plans or Scottish Insolvency solutions such as Protected Trust Deeds, Debt Arrangement Schemes or Sequestration.
Long gone are the days of cold and impersonal debt help. Money Advisor works with you to manage your personal financial obligations, carefully considering your circumstances and lifestyle to find the best solution for you.
We pride ourselves on our ability to deal with your debts both quickly and efficiently. There isn’t a one-size-fits-all solution when it comes to your finances, so our discrete and professional team will work with you to identify the best course of action.
No one wants to let their debt get the better of them. Contact us today for a free and impartial consultation to help you find a solution to your debts that’s right for you.
Office
3rd Floor, Churchgate House, Churchgate, Bolton, BL1 1HL
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