Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bolton (out of 643)

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271 reviews

36 recent reviews

5 out of 5

Chris Atherton

Swan Financial Planning

271 reviews

36 recent reviews

Top Rated 2024

Chris Atherton

Swan Financial Planning

0330 038 8941

A down to earth, friendly, approachable, financial adviser with a real-life view when helping clients through ...

A down to earth, friendly, approachable, financial adviser with a real-life view when helping clients through the finance world, whether that be buying a house or financial plannin...

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Bolton (4.41 miles away)

Independent Financial Adviser

Verified since October, 2019

Free one hour initial consultation

Mortgage value: Any level

Savings/pensions: Over £50,000

Services offered:

Investments and Savings

Pensions

Mortgages

Insurance & Protection

Top Rated 2024

393 reviews

71 recent reviews

4.9 out of 5

Brett Garlick

Bury Financial Advisers Limited

393 reviews

71 recent reviews

Top Rated 2024

Brett Garlick

Bury Financial Advisers Limited

0330 038 8941

I am an independent financial adviser and for you that means I am not constrained by providers or investment c...

I am an independent financial adviser and for you that means I am not constrained by providers or investment choices. I have worked in financial industry for over 25yrs in a number...

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Bury (5.59 miles away)

Independent Financial Adviser

Verified since February, 2023

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

123 reviews

68 recent reviews

4.8 out of 5

Paul Tuson

Ascot Lloyd

123 reviews

68 recent reviews

Top Rated 2024

Paul Tuson

Ascot Lloyd

0330 038 8942

I began my career in financial services after leaving school, and now have a total of 30 years’ experience. My...

I began my career in financial services after leaving school, and now have a total of 30 years’ experience. My main focus is on high net worth and affluent individuals along with c...

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Bolton (4.41 miles away)

Independent Financial Adviser

Verified since December, 2020

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Insurance & Protection

Top Rated 2024

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138 reviews

26 recent reviews

5 out of 5

Paul Handford

Sandringham Financial Partners

138 reviews

26 recent reviews

Top Rated 2024

Paul Handford

Sandringham Financial Partners

0330 038 8940

I am a Chartered Financial Planner and Fellow with the Personal Finance Society with over twenty five years of...

I am a Chartered Financial Planner and Fellow with the Personal Finance Society with over twenty five years of experience in the Financial Services Industry having previously worke...

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Bolton (4.02 miles away)

Independent Financial Adviser

Verified since October, 2020

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

42 reviews

26 recent reviews

5 out of 5

John Lyons

Clear Vision Wealth Management

42 reviews

26 recent reviews

Top Rated 2024

John Lyons

Clear Vision Wealth Management

0330 038 8939

John has a wealth of experience having been a financial adviser and planner for more than 25 years. John is a ...

John has a wealth of experience having been a financial adviser and planner for more than 25 years. John is a Chartered Financial Planner and holds the specialist qualification req...

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Bolton (0.95 miles away)

Independent Financial Adviser

Verified since September, 2023

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

Top Rated 2024