Boulton Financial Services Ltd

Independent Financial Adviser 38 Deganwy Quay, Deganwy, Conwy, LL31 9DQ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
8th October 2018
We offer a free initial consultation
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
Meet our advisers
Paul Boulton
Director
What our clients say
Paul is a very professional advisor and I would highly recommend him. He always listens and then gives great advice.
Louise, Shropshire
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 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
Where to find us

38 Deganwy Quay, Deganwy, Conwy, LL31 9DQ

Contact us
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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