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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
Bolton, Greater Manchester
TheWealthPoint

TheWealthPoint

Bolton
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Cullen Wealth

Cullen Wealth

Bolton
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
434
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Bolton
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Charlene Love at Abacus Associates

Charlene Love at Abacus Associates

Westhoughton
Initial consultation free
FCA verified
Independent
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
56
Minimum
wealth
£100k+
Meet the team
Charlene Love
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
TheWealthPoint

TheWealthPoint

Bolton
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Chris Jones - True Potential

Chris Jones - True Potential

Bolton
Initial consultation free
FCA verified
Restricted
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
37
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Bolton
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6179
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Fox Lifestyle Financial Planning Ltd

Fox Lifestyle Financial Planning Ltd

Bolton
Initial consultation free
FCA verified
Independent
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
129
Minimum
wealth
£500k+
Meet the team
Stephen Fox
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
MPI Financial Advice

MPI Financial Advice

Horwich
Initial consultation free
FCA verified
Independent
We provide a free & update advice service to help you understand your plans.
Clients
helped
8667
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
River Birch Newman

River Birch Newman

Horwich
Initial consultation free
FCA verified
Independent
River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Alex Meadowcroft
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Bolton