Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bolton (out of 639)

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389 reviews

67 recent reviews

4.9 out of 5

Brett Garlick

Bury Financial Advisers Limited

389 reviews

67 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

122 reviews

75 recent reviews

4.8 out of 5

Paul Tuson

Ascot Lloyd

122 reviews

75 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

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

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76 reviews

17 recent reviews

4.9 out of 5

David Griffin

Release My Equity Ltd

76 reviews

17 recent reviews

Top Rated 2024

David Griffin

Release My Equity Ltd

0330 038 8938

My name is David Griffin and over the past 10 years I’ve advised hundreds of clients over the age of 55 on Eq...

My name is David Griffin and over the past 10 years I’ve advised hundreds of clients over the age of 55 on Equity Release, right across the North West. I specialise purely in Equ...

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Whole of Market Equity Release Adviser

Bolton (1.99 miles away)

Verified since January, 2021

Free one hour initial consultation

Services offered:

Equity Release

Top Rated 2024

115 reviews

1 recent reviews

5 out of 5

Kevin Titmus

Halcyon Financial Planning Ltd

115 reviews

1 recent reviews

Top Rated 2024

Kevin Titmus

Halcyon Financial Planning Ltd

0330 038 8942

I created Halcyon Financial Planning out of a burning desire to bring an alternative approach to financial adv...

I created Halcyon Financial Planning out of a burning desire to bring an alternative approach to financial advice, having seen first hand the impact of failing to make proper prepa...

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Bolton (0.62 miles away)

Independent Financial Adviser

Verified since January, 2019

Free one hour initial consultation

Savings/pensions: Over £250,000

Mortgage value: Over £250,000

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 4 more

Top Rated 2024