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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
Flying Colours Advice

Flying Colours Advice

Bolton
Initial consultation free
FCA verified
Independent
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
20078
Minimum
wealth
£150k+
Meet the team
Sarah Arora
Liviu Ratoi
David Lemar
Carl Williams
Arthur Childs
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

Bolton
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8683
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
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
39650
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
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
8683
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
My Pension Expert

My Pension Expert

Horwich
Initial consultation free
FCA verified
Restricted
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
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
Athelis Financial Ltd

Athelis Financial Ltd

Westhoughton
Initial consultation free
FCA verified
Restricted
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
64
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Michael Melluish - True Potential Wealth Management

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
39
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Horwich
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in Bolton