Top 10 Independent (IFAs) & Restricted Financial Advisers in Bolton
Find the best FCA regulated financial advisers in Bolton. Get expert help near you with pensions, investments, retirement planning and more

I understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you.
I’m here to provide clear, practical advice tailored to your unique situation.
Clients
helped
helped
56
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2163
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Michael Melluish - True Potential Wealth Management
Horwich
Initial consultation free
FCA verified
Restricted
I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.
Clients
helped
helped
39
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
helped
373
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
39240
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped
helped
121
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20030
Minimum
wealth
wealth
£250k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
helped
653
Minimum
wealth
wealth
£0+
Meet the team
+4
Can help with
Pensions & retirement
Frequently Asked Questions about Financial Advisers in Bolton

