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Best Financial Advisors in Chorley

Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Chorley area, discover the top 5 elite providers among the selected group of 24 finalists.

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Banks Wealth Management

Banks Wealth Management

(2)
Who We Help, How We Help
“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...”
77 Railway Rd, Brinscall, Chorley PR6 8RJ
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True Bearing Chartered Financial Planners

True Bearing Chartered Financial Planners

(28)
Pre-Retirement Workshops, Financial Education
“True Bearing was recommended to me by an existing long-term client who was very happy witht the service and results they had received. Mark O'Neill came to meet me at my home and listened to my requirements before organising a plan that suited my nee...”
Licensed
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
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P. B. Syddall & Co.

P. B. Syddall & Co.

(21)
Business Services, Cloud Accounting, Personal Services
“We have been with P B Syddall & Co for several years, and have always had a friendly, helpful and professional service from them. I would highly recommend!”
81 Chorley Old Rd, Bolton BL1 3AJ
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Halcyon Financial Planning

Halcyon Financial Planning

(8)
“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 ...”
Transparent Fees & Pricing
Remote Consultations Available
20 Chorley New Rd, Bolton BL1 4AP
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Thomas Whiting

Thomas Whiting

(16)
  • Mortgage
  • Insurance
“I have used Thomas Whiting Ltd for years for a variety of things (mortgages, life insurance, ISAs, etc), always a first class service. Would thoroughly 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
97 (100)
Minimum Reputation Rank
99.5 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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LFP Consultants

LFP Consultants

(19)
“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.”
Legacy House, 407 Preston Rd, Clayton-le-Woods, Chorley PR6 7JA
Featured

Today we celebrate 24 years in business! We feel very proud of what we have achieved so far and we look forward to helping many more people with their financial planning in the future. We also recognise that our business is what it is because of every single person that makes up our team, so in the next few weeks we will be showing off our lovely LFP people. Happy birthday to us and a big thank you to all our clients that trust us every day!nn#anniversary #24yearsinbusiness #FinancialPlanning #teamwork...

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Anne Wray Independent Financial Adviser

Anne Wray Independent Financial Adviser

(3)
Secure Correspondence, Cashflow Forecasting
“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!”
Old Chapel House, 3 Heapey Rd, Chorley PR6 9BD
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X-Debt

X-Debt

(2)
“Excellent company, responsive to any questions regarding debt.”
Transparent Fees & Pricing
95 Chorley Rd, Swinton, Manchester M27 4AA
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Infinite Financial Services

Infinite Financial Services

(11)
Mortgages, Protection,
“Where do I start… to say these guys are the best mortgage advisors in the country, is the biggest understatement of the year! We dealt with an amazing gentleman called Faz who is honestly the most patient, caring and professional mortgage advisor + ...”
157 Spendmore Ln, Coppull, Chorley PR7 5BY
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Chameleon Financial Planning

Chameleon Financial Planning

(13)
  • Retirement
  • Team
“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...”
Unit 1, Guest House Farm, Runshaw Ln, Chorley PR7 6HD
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1st Chartered Financial Planning

1st Chartered Financial Planning

(3)
“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...”
Charter House, 171A Wigan Rd, Euxton, Chorley PR7 6JH
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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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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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MML Financial Associates

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.”
281 Spendmore Ln, Coppull, Chorley PR7 5DF
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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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Grosvenor Partners Financial Services Limited

Grosvenor Partners Financial Services Limited

(1)
“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.”
59 Chapel St, Chorley PR7 1BU
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CW Planning Solutions

CW Planning Solutions

(1)
“Absolutely great service. Chris is Professional, knowledgeable, patient, and kind. Helped hugely with our planning issue, and always seemed to have a Plan B in mind, pre-empted and advised on every aspect of the project. Highly recommended with thank...”
1 Reeveswood, Eccleston, Chorley PR7 5RS
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Pennine Wealth Solutions

Pennine Wealth Solutions

(1)
“good financial advice”
In Business Since 2011
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
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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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Guardian Insolvency

Guardian Insolvency

“Guardian Insolvency Group Guardian assists companies and business partnerships with their restructuring, recovery and rescue. We can also help with the closure of your business if that is your intention or the most suitable course of action.”
Transparent Fees & Pricing
Coppull Business Centre, Mill Ln, Coppull, Chorley PR7 5BW
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Taylor & Taylor

Taylor & Taylor

Business Owners, High Earners, People Approaching Retirement
“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
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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Retirement Experience

Retirement Experience

(1)
“A great company to deal with, I am proud to say I have been dealing with Alistair and the team here for years and they have been great. Would highly recommend them and their services to friends and family.”
East Terrace Business Park, 4 Euxton Ln, Euxton, Chorley PR7 6TB
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Bullough Financial Planning

Bullough Financial Planning

1 Farm House Cl, Whittle-le-Woods, Chorley PR6 7QN
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Suitable Financial Advice

Suitable Financial Advice

“We aim to serve the people of Lancashire and surrounding areas buy offering a personal service. As part of our Professional service we can meet you at your home, your place of work or our office, whatever suits you best. Anywhere in Lancashire and be...”
231 Eaves Ln, Chorley PR6 0AG
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Retirement Planning and Investment Management Services in Chorley Cost Estimates

Minimum cost
£1201
Maximum cost
£10199
National Average
£3600
Avg Per Hour Rates
£362
£2400
£6600
Fair price range is based on 346 cost profiles
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Average Cost £3600
Minimum cost £1201
Maximum cost £10199
Avg Per Hour Rates £362

Fair range $2400 to $6600 is based on 346 cost profiles.

Why these companies made our list

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