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  11. Boulton Financial Services Ltd

Boulton Financial Services Ltd

Independent Financial Adviser  38 Deganwy Quay, Conwy, Conwy, LL31 9DQ
First meeting at adviser's own cost
We offer a free initial consultation
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Response rating
9.5/10
phone Show number
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Paul Boulton
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
Paul Bolton is an attentive, punctual, informed and reliable adviser who responds immediately and accurately to our needs. He is sensitive to our requirements and has provided advice that with which we are very satisfied
Brian, Cheshire
He was very helpful and knowledgeable in all aspects of pension advice. I would definitely go back for any future advice if needed.
Ray, Conwy
Paul is a very professional advisor and I would highly recommend him. He always listens and then gives great advice.
Louise, Shropshire
About us

We are a friendly and approachable firm specialising in providing independent financial planning solutions to both individuals and businesses.

\ Portfolio Planning
\ Retriement Planning
\ Pensions
\ Protection/Life Assurance
\ Inheritance Tax Planning

Our services

We specialise in investment, pensions and protection. We also advise on tax planning such as Capital Gains Tax and Inheritance Tax.

Where to find us
Head office address: 38 Deganwy Quay, Deganwy, Conwy, LL31 9DQ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
check
FCA authorised
Last authorised 28th September 2020

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