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

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

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.

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.

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.

River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

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.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

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.