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Amber River True Bearing

(35)

Pension
Options
Risk

“Mark Russel has given us excellent financial advice and helped us manage out our investments and navigate our financial planning for the future. We are extremely happy with the service from Mark and True Bearing. Positive Responsiveness, Professional...”

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Thomas Whiting

(25)

Mortgage
Rates
Future

“Used Thomas Whiting Ltd for many years now. Ash is very friendly and will always get back to me promptly. I have recommended this company to many people who have all said they were great. I'll never use anyone else but Thomas Whiting Ltd”

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Halcyon Financial Planning

(9)

Adviser

“We are all on a life journey – unavoidable! For that journey we will fare better if we have financial planning and adequate provision – wisdom! The question is how do we get that planning and advice? Our choice! As a business consultant, with 30 ...”

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Chameleon Financial Planning

(13)

Retirement
Confidence
Investing

“I had loads of different pensions with different companies and keeping track of them was starting to become difficult. I was recommended to Chameleon by a close friend and was introduced to Mike Lovell. From the first meeting he explained what my opt...”

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Infinite Financial Services

(15)

Mortgages, Protection,

“Absolutely recommend this company, not only are they professional but they are very helpful and friendly. Ian and his team are fantastic and I couldn't have got my home without them. I cannot thank you enough for all your help. Ms Mortenson Positive ...”

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LFP Consultants

(18)

“LFP Consultants were brilliant in helping me with financial advice. They were professional, friendly, had great attention to detail and I could easily get hold of them if I had any questions during the process. I would definitely recommend them. Posi...”

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Pecunia Financial Planning

(2)

Basic Subscription, Personal Services, Hapnav

“I first employed Greg for financial advice when I decided to take early retirement in 2009. He looked at my financial circumstances & formulated a forecast & plan for my pensions & investments. This was put in place & has proved a very sound decision...”

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Anne Wray Independent Financial Adviser

(3)

“Not only were the whole team professional and insightful; they really helped me at very difficult time and pointed the way to a well funded retirement. cannot think what the reviewer who only gave one star was thinking!”

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One Four Nine Wealth

(3)

Pensions
Decision

“Absolutely outstanding service for anyone needing to make difficult and complex decisions regarding pensions. Our financial plan was constructed carefully and at very reasonable cost, then thoroughly reviewed with us. Sylvia and her team patiently en...”

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CJT Financial Planning

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X-Debt

(2)

“Excellent company, responsive to any questions regarding debt.”

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MML Financial Associates

(1)

Investments, Mortgages & Protection, Pensions

“MML Financial have provided excellent financial advice for both my mortgage and pension. Gary has always been responsive to my queries and I would not hesitate to recommend Gary or MML Financial.”

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Grosvenor Partners Financial Services Limited

(2)

“Used a variety of the services here both personal and business over many years. The support and professionalism is first class. The team are friendly and knowledgeable would definitely recommend.”

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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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Banks Wealth Management

(1)

“From the friendly reception team through to the welcoming Financial Adviser, this was a very positive experience. This was a first visit and it was extremely informative and not at all worrying. Andrew Larkin, the Financial Advisor, was friendly, pro...”

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Taylor & Taylor

Business Owners, High Earners, People Approaching Retirement

FAQs

Where are meetings held?

We hold meetings at our offices, located at 94 Chorley Road in Bolton. Under exceptional circumstances, we will visit clients at their home or offices. We also offer virtual meetings.

Do I have to pay for an initial meeting?

No. We offer an initial, 45-minute meeting at our expense. The purpose of our initial meeting is to establish if we can work well together and form a good rapport. We take time to get to know a little more about you, your family, your goals and your financial experiences and aspirations.

Do I have to sign up to your services at an initial meeting?

No. We encourage you to take time to think about our meeting; you are under no pressure to make any immediate decision. We also need to ensure that we are a good match for you.

Are you independent?

Yes. We are proud to be independent. Not only does this mean that we work directly for our clients, but it also allows us total freedom with the products and providers we use when implementing a financial plan.

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

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Clear Vision Wealth Management

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Bullough Financial Planning

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Leedham Independent Financial Advisers

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Suitable Financial Advice

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Whitewell Financial Planning

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ARW Wealth Management

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Lucar Investments

“We previously purchased a couple of investments , 1 was a loan note which we decided to invest for 24 months as our current provider wasn't giving us value for money and recently we have just bought a property for our daughter. Professional at all ti...”

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Magnum Financial Solutions

(50)

Mortgages, Insurance, Wills

“Simon Lister found a great mortgage for my daughter when another advisor had said they couldn't find anything suitable. He was always quick to respond and answer our questions, was professional and courteous throughout. I would highly recommend Simon...”

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Average Cost	£3600
Minimum cost	£1201
Maximum cost	£10199
Avg Per Hour Rates	£362

Best Financial Advisors in Chorley

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Chorley area.

Amber River True Bearing

Thomas Whiting

Halcyon Financial Planning

Chameleon Financial Planning

Infinite Financial Services

LFP Consultants

Pecunia Financial Planning

Anne Wray Independent Financial Adviser

One Four Nine Wealth

CJT Financial Planning

X-Debt

MML Financial Associates

Grosvenor Partners Financial Services Limited

Jones Regan Wealth Management

Banks Wealth Management

Taylor & Taylor

Clear Vision Wealth Management

Bullough Financial Planning

Leedham Independent Financial Advisers

Suitable Financial Advice

Whitewell Financial Planning

ARW Wealth Management

Lucar Investments

Magnum Financial Solutions

Retirement Planning and Investment Management Services in Chorley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Chorley

Popular in Chorley