We are a small, long established firm of Chartered financial planners in Bolton. We are completely independent, directly-regulated by the FCA. We have no large institutions as parents, neither are we part of a financial network that dictates what we must do. We simply offer unbiased advice for private clients. Not only do we help you to plan your future, but we also manage the ongoing future investment of your life savings, whether that be within pensions, ISAs or General savings accounts. That's what makes us unique. Other advisors give your life savings to complete strangers to manage. Strangers to you as well as strangers to them! We take things personally. We offer a free initial meeting to establish whether we can help. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.
We help our clients manage their life-savings. We help their savings to grow and we give our clients the confidence to be able to spend down at a realistic rate for the rest of their lives. We understand taxation, trusts, wills and long term care considerations. We are authorised to advise on any pension in the UK including schemes with safeguarded pension benefits.
15 Chorley New Road, Bolton, BL1 4QR
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