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

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.

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.

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

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.

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

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.

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.

Wealth management built around you - from one of the world's strongest banks.

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

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.