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

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, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.

Clients
helped

363

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

River Birch Newman

Horwich

FCA verified

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

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Michael Melluish - True Potential Wealth Management

Horwich

FCA verified

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

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Athelis Financial Ltd

Westhoughton

FCA verified

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.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

SFL Wealth Management

Bolton

FCA verified

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.

Clients
helped

884

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Bolton

FCA verified

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

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

398

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Bolton

FCA verified

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

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Bolton

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Horwich

FCA verified

We provide a free & update advice service to help you understand your plans.

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.