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Gorilla Accounting

(47)

Making Tax Digital, Freeagent, Gorilla Perks

“I have the BEST accountant. It's not easy starting up a business. You start with a dream and belief in your expertise, however little do you know that you need to be an expert in so many other areas. Companies House, P/L, Finance, Tax, VAT, Expe...”

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PB Syddall & Co

(32)

Personal Services, Business Services, Cloud Accounting

“Been with this company for many years and was recommended to me. Always found them to be professional and very helpful, even more so during the difficulties that we are experiencing currently. Looking forward to many more years of dealing with Peter ...”

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Thomas Whiting

(25)

Options
Insurance
Future

“Used this company for a number of years now sorting out mortgages, home and buildings insurance and saving accounts for my children. They always make everything so easy and quick and get me the best deals. Have recommended this company to a number ...”

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Halcyon Financial Planning

(9)

Adviser

“Kevin is an excellent adviser, who really gets to understand your financial position and your needs. Highly recommended. Positive Quality, Professionalism”

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Crossley & Davis Accountants

(5)

Taxation, Business Start Up, Overview

“Helped me get on top of my accounts and run my business more efficiently”

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Crystal Life Planning Limited

(6)

Will
Advice

“Was seen today by Tim Preston. The service I received was very helpful and professional. I felt at ease discussing delicate matters. It is good value for money and I now have peace of mind knowing that my affairs are in order. Positive Professionalis...”

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Haywood Accountants

Secretarial Services, Audits, Health and Safety and Employment Law

“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...”

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Chancellor Financial Management

(1)

“Highly recommended IFA.”

FAQs

Do you have parking?

We do. There are two spaces directly in front of the building which are normally reserved for clients and 23 spaces at the rear should these be taken. Please find a map of our office and available parking here.

What do I need to bring to an initial meeting?

An initial meeting is all about getting to know each other and is a chance for us to see if we can add value to your circumstance. Having some details about your existing plans can be helpful but is not necessary.

What happens if my Financial Planner is away on holiday?

We would hope nothing urgent comes up while your adviser is away, but we are fully prepared should that event happen. We are a team of 12, including another adviser and two paraplanners capable of answering your questions and providing updates.

Do you get commission?

We can only receive commission on arranging protection policies. Although in line with our transparent approach, before you are committed, we will discuss with you the level of commission available and how you would prefer to meet our costs of advice. If you would prefer to pay by settling a fee, then we are happy to accommodate this.

More info can be found on the FAQ page of our website.

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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”

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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”

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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, life/critical illness...”

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Jones Regan Wealth Management

(1)

“Jones Regan are exceptional in their care for my financial needs; moreover, their representatives demonstrate genuine concern and care, combined with outstanding financial expertise. I would not hesitate to recommend Jones Regan to anyone who require...”

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Clear Vision Wealth Management

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Taylor & Taylor

Professionals, Business Owners, High Earners

“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”

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WBR Group

Tax, Ssas, Actuarial

“As experienced and caring innovators, with a keen eye for tax efficiency, WBR Group helps SME's, entrepreneurs and families bridge the gap to financial prosperity. Our expert in-house solutions include SSAS administration and trusteeship, strategic t...”

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Heavenly Finances

Online Services, Pensions, Corporate

“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...”

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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...”

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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...”

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Swift Financial Group Limited

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Sedgwick Wealth Management

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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...”

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JM Wealth Management

“It's rare to find a Financial Adviser that ticks all the criteria's you seek, Jamila did just that. I was impressed with her professionalism, she was personable and made great efforts to understand my requirements. Jamila's up to date knowledge and e...”

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Strawberry Financial

(1)

“Blue Strawberry were quick and open with me the whole time, they were friendly throughout the whole process and made sure I was fully kept in the loop, I couldn't recommend them any more. Positive Responsiveness, Quality, Professionalism, Value”

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Whitewell Financial Planning

““Phil O'Connor has been our Financial Advisor, both personally and in business for some years.Phil's knowledge and expertise has been invaluable to myself and my company and his advice is always timely.I have no hesitation in recommending him to anyo...”

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Average Cost	£3750
Minimum cost	£1251
Maximum cost	£10625
Avg Per Hour Rates	£377

Best Financial Advisors in Bolton

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Bolton area.

Gorilla Accounting

PB Syddall & Co

Thomas Whiting

Halcyon Financial Planning

Crossley & Davis Accountants

Crystal Life Planning Limited

Haywood Accountants

Chancellor Financial Management

Rentaballoonrace

Release My Equity

CJT Financial Planning

Jones Regan Wealth Management

Clear Vision Wealth Management

Taylor & Taylor

WBR Group

Heavenly Finances

Proact Financial

Blossom Wealth Management

Swift Financial Group Limited

Sedgwick Wealth Management

Womens Financials

JM Wealth Management

Strawberry Financial

Whitewell Financial Planning

Retirement Planning and Investment Management Services in Bolton Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bolton