1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Conwy
  8. breadcrumb-arrow
  9. Conwy
  10. breadcrumb-arrow
  11. Boulton Financial Services Ltd

Boulton Financial Services Ltd

Independent Financial Adviser  38 Deganwy Quay, Conwy, LL31 9DQ
First meeting at adviser's own cost
We offer a free initial consultation
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021
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 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
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
7.0/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021

Similar advisers near you

Alban Financial Management (Positive Solutions)
Independent Financial Adviser 3.6 mi
We offer a completely bespoke advice service. All solutions are tailor-made for our clients' individual circumstances.
 
See profile
Quilter Financial Services
Restricted - whole of market 6.67 mi
Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
 
See profile
Quilter Financial Services
Restricted - whole of market 14.67 mi
Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
 
See profile
Sanlam
Restricted - whole of market 14.71 mi
 
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.