Top 10 Independent (IFAs) & Restricted Financial Advisers in Bolton

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  • Kellands Chartered Financial Planners

    Bolton
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Bolton
    FCA verified
    Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
    230
    £0+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Westhoughton
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
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  • Harmony Wealth Management LTD

    Bolton
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    209
    £100k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Bolton
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    932
    £50k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Bolton
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    932
    £50k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Bolton
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    932
    £50k+
    Can help with
    Pensions & retirement
  • Cullen Wealth

    Bolton
    FCA verified
    We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
    25
    £50k+
    Can help with
    Pensions & retirement
  • Temple Gray

    Horwich
    FCA verified
    We make the complex understandable, take all the time you need and deliver value for money.
    230
    £50k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Bolton
    FCA verified
    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.
    28
    £0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.