Chris Atherton
Swan Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0330 038 8941
Based in Bolton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2019
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Chris has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Chris
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 19 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Chris has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Chris
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 19 first impressions)
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 planning. When it comes to mortgages, not only will I help you get the new house, but I'll stick around over the years to help you review that mortgage and then try and get rid of it when the time comes. I never take the easy option; its all about getting you the right mortgage for your circumstances. A similar approach is taken with financial planning - its a long-term relationship that aims to make the most of any pensions and investments, and is designed around your aims and objectives. No one size fits all approach would work! I am very much a family man; in fact its my greatest achievement - I have a wonderful Wife and 3 kids. Its also a cornerstone to the advice and support I give to my clients; ensuring that the advice is the right one for their family and most importantly, making sure that they are financially protected should the worst happen. Providing advice to ensure that clients have taken suitable life cover, critical illness and/or income protection cover is a fundamental part of this role. YOUR HOME/PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE Commercial and some buy to let mortgages are not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Offers available through VouchedFor
Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Chris's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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