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Best Financial Advisors in Bolton

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Bolton area, explore the top 5 leading options among the selected group of 24 finalists.

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Crystal Life Planning Limited

Crystal Life Planning Limited

(3)
“Excellent”
Transparent Fees & Pricing
The Old Mill House, Deakins Business Park, Bolton BL7 9RP
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Blossom Wealth Management

Blossom Wealth Management

(1)
“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 w...”
50 Church St, Westhoughton, Bolton BL5 3RS
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Gorilla Accounting

Gorilla Accounting

(30)
Gorilla Perks, Switch Accountants, Contractor Tax Calculator
“Fantastic service from Gorilla Accounting following the shambles left over by the previous accountancy firm. Special massive thank you to Madison Connolly for all the support during the transition and beyond - clear timely updates, communication and ...”
Transparent Fees & Pricing
In Business Since 2014
Unit B Lynstock Way, Lostock, Bolton BL6 4SG
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P. B. Syddall & Co.

P. B. Syddall & Co.

(21)
Cloud Accounting, Personal Services, Business Services
“Amazing accountants and so easy to talk to. They go above and beyond to help answer any questions and to assist you with anything you might need. Could not recommend them enough!”
81 Chorley Old Rd, Bolton BL1 3AJ
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Thomas Whiting

Thomas Whiting

(16)
  • Insurance
  • Mortgage
“Reliable, honest and friendly advice. Ashley from Thomas Whiting Ltd has been fantastic whilst dealing with our mortgage and life cover. The service has been great and he carries out a thorough job. We would highly recommend.”
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Money Advisor

Money Advisor

(26)
  • Sleep
  • Worried
  • Feel
“An outstanding company, extremely supportive , dedicated and has what other companies lack- a human factor. Special thank you to Mohammed Z Haque who has initially assesed my case , I was struggling to meet ends together due to loans uptake which wer...”
Licensed
Churchgate House, 30 Churchgate, Bolton BL1 1HL
Featured

Playing the lottery or betting on the horses can be a fun experience, especially when you get to take some winnings home. However, just like anything, gambling should be done in moderation. Gambling debt can often become a problem, and what is meant to be recreational can turn into a habit. Finances start to take a hit, which leads to worrying debt problems. So, what is gambling debt? How does gambling debt affect your work, health, and family? What debt help and support is available if you have money worries due to gambling debt? These are some of the questions we will explore in our guide so let’s begin…

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Halcyon Financial Planning

Halcyon Financial Planning

(8)
“I have been working with Kevin for more than 3 years now as he has been managing my pension fund. He is an extremely capable financial professional who always strives to provide the best possible service. Actively seeking out the most appropriate fun...”
Remote Consultations Available
Transparent Fees & Pricing
20 Chorley New Rd, Bolton BL1 4AP
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Haywood Accountants

Haywood Accountants

Health and Safety and Employment Law, Bookkeeping, Paye and Payroll
“Our services for individuals go beyond those provided by many accountants. We recognise individual needs and our approach ensures our personal tax clients receive a service that has their best interests at heart. This includes self-assessment, capita...”
Transparent Fees & Pricing
1 Myrtle St, Bolton BL1 3AH
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Crossley & Davis Chartered Accountants

Crossley & Davis Chartered Accountants

(1)
“We have received nothing but perfect service from Crossley & Davis.”
In Business Since 2003
52 Chorley New Rd, Bolton BL1 4AP
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Release My Equity

Release My Equity

(1)
“Excellent transaction by this company which went beyond the call of duty in helping this transaction towards completion. - Roger Kibmer, Manchester”
3 Sedgemoor Vale, Bolton BL2 4HW
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Rentaballoonrace

Rentaballoonrace

(1)
“Really enjoyed following the balloon race and tracking our postion. Also made us look into the country and area it was flying over. A great way to raise valuable funds”
In Business Since 2008
7A Churchbank, Bolton BL1 1HX
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YRF Accountants

YRF Accountants

(2)
Personal Services, Business Services
“They are excellent have in depth knowledge of why they do”
Family Business
In Business Since 2020
24 Bowness Rd, Little Lever, Bolton BL3 1UB
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CJT Financial Planning

CJT Financial Planning

“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 (E...”
In Business Since 2010
38 Chorley New Rd, Bolton BL1 4AP
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Lawson Fox Debt Solutions Limited

Lawson Fox Debt Solutions Limited

(8)
“After feeling very nervous i contacted Lawson Fox on recommendation from a friend. They couldn't have been more helpful if they tried, they made me feel at ease and completely comfortable. All round very nice people and i wish i would have contacted ...”
3rd Floor, Falcon Mill, Handel St, Bolton BL1 8DL
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Zenith Wealth Management

Zenith Wealth Management

Protection, Retirement Planning, Mortgages
“We don't just offer pensions, investments, mortgages, savings and other financial products, we make your money work for you. If you want a lump sum or a regular income, at retirement, or the right mortgage deal, we will offer you a plan to achieve yo...”
47 Market St, Westhoughton, Bolton BL5 3AG
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H.j.scott & Co

H.j.scott & Co

(1)
“Bloody ridiculous...”
Chorley New Rd, Bolton BL1 4QR
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Debt Relief Group

Debt Relief Group

(1)
“Excellent”
In Business Since 2020
Hamill House, Bolton BL1 4DH
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Jones Regan Wealth Management

Jones Regan Wealth Management

“SJP have looked after my investments for nearly 20 years. I am delighted with the performance of our pensions, ISAs & other investments. Peter Jones explains things in lay mans language. His P.A. Rosie only needs asking once and consider it done. I c...”
Newlands Estate, 315 Chorley New Rd, Bolton BL1 5BP
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Chancellor Financial Management

Chancellor Financial Management

“We can't speak highly enough about our relationship with Chancellor. From the schemes that we offer to members of the Inktech team to the Directors' own personal arrangements, Chancellor offer us a very professional “one stop shop” approach for all o...”
Family Business
6, The Courtyard, Calvin St, Bolton BL1 8PB
FAQs
Do I have to pay for an initial meeting?
It is our usual practice to offer a free no-obligation meeting at the start of our relationship with any prospective new client. We will always ensure a client knows any costs they face before they are committed to these.
Do I have to sign up to your services at an initial meeting?
No, we would not expect anyone to sign up to anything at an initial meeting. We may decide by the end of the meeting that we will take the relationship to the next stage, and we will provide you with some documentation to take away, read and complete. You will know in advance of any charges.
Can you advise on final salary/defined benefit transfers?
Due to the regulatory environment that persists around this area of business, we have decided to remove our permissions to provide advice on defined benefit pensions, and therefore we will not be able to provide any advice related to potentially transferring this type of arrangement to a money purchase pension. We are able to provide advice on drawing benefits from defined benefit arrangements as well as other types of pension arrangements and can advise on all other types of pension transfers as appropriate.
What do you charge for a financial plan?
This is very much dependent upon your circumstances and requirements. We would expect to hold an initial meeting at our cost with no obligation. We would always make clear any costs that you may face and gain your agreement to these before you are committed.
Do you charge VAT?
We are VAT registered and therefore where we provide VATable services we are required to charge VAT. Some services, typically those which involve the establishment of an insurance company product do not require VAT to be charged and therefore where the service is not subject to VAT, we will not include VAT within our costs.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Taylor & Taylor

Taylor & Taylor

High Earners, Bereaved, Professionals
“Taylor & Taylor Financial Planning is a trading style of Taylor & Taylor Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Taylor & Taylor Financial Services Ltd on the FCA register by”
94 Chorley New Rd, Bolton BL1 4DH
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Proact Financial

Proact Financial

“For over a decade, we've been helping individuals and families plan for the future they want. Whatever stage in life you're at, having a clear strategy is key to financial success. We'll help you take care of your finances, so that you can make the m...”
Family Business
In Business Since 2010
37 Mawdsley St, Bolton BL1 1LN
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Heavenly Finances

Heavenly Finances

Investments, Mortgages, Home Insurance
“We believe great financial advice is at the core of building a more certain financial future for both our individual and corporate clients. At Heavenly Finances, we can give you the expert guidance you need, right from the start of your journey. We h...”
Ashberry House, 41 New Hall Ln, Heaton, Bolton BL1 5LW
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Debt Support Group

Debt Support Group

“Jay called me today, and has continuously called me throughout the day whilst going through the process. An agreement has now been made, so I can sleep at night and not have anymore mental break downs. Without Jay I would still be in this spiralling ...”
Haslam House, 105 Chorley Old Rd, Bolton BL1 3AS
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Womens Financials

Womens Financials

“Does equality mean equality? “ There has been a large amount of publicity around the gender pay gap over the last couple of weeks and for the most part, I am in agreement with what is being said. However, I do feel that there is an element of this th...”
Eden Street Baptist Church, 1-3 Eden St, Astley Bridge, Bolton BL1 6NL
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Retirement Planning and Investment Management Services in Bolton Cost Estimates

Minimum cost
£1251
Maximum cost
£10625
National Average
£3750
Avg Per Hour Rates
£377
£2501
£6876
Typical price range is based on 485 cost profiles
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Average Cost £3750
Minimum cost £1251
Maximum cost £10625
Avg Per Hour Rates £377

Typical range $2501 to $6876 is based on 485 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Bolton

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