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Contributor

66%

MATCH FOR YOU

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4.8out of 5

Graham Gledhill

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% clients advised in each area  :

Investments

85%

Annuities

20%

Pensions

60%

Insurance & Protection

10%

Later life planning

10%
A mature, experienced adviser with the main areas of focus on Retirement Planning, Investments, Tax Planning, Annuities and Long Term Care plans with... Read More
Serves clients with: Any level of wealth
Graham's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

60%

MATCH FOR YOU

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Chris Taylor

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities, Mortgages
In business for 37 years and offer a very personal service to our clients.We go to great lengths to explain (sometimes complex) solutions to our clien... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

59%

MATCH FOR YOU

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4.9out of 5

Martin Blackman

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% clients advised in each area  :

Investments

76%

Annuities

35%

Pensions

88%

Insurance & Protection

29%
Director of Oak Financial Management, Martin Blackman, has 23 years experience in financial services and being a Chartered Financial Planner, has the ... Read More
Serves clients with: Over £100k of investable assets or household income
Martin's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

58%

MATCH FOR YOU

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4.6out of 5

Sylvia Bentham

More Info
% clients advised in each area  :

Investments

88%

Annuities

19%

Pensions

69%

Insurance & Protection

19%

Later life planning

13%
We have been providing jargon-free independent financial advice since 1991 (previously called Sylvia Joyce & Associates)Sylvia Bentham, a highly quali... Read More
Serves clients with: Over £250k of investable assets or household income
Sylvia's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

57%

MATCH FOR YOU

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5.0out of 5

Paul Jones

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Annuities, Auto Enrolment
Paul takes time to listen and understand your objectives, he has an ability to see the big picture and from complexity create clarity, bringing you co... Read More
Serves clients with: Any level of wealth
Contributor

56%

MATCH FOR YOU

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4.9out of 5

Flora Maudsley-Barton

More Info
% clients advised in each area  :

Investments

75%

Annuities

13%

Mortgages

25%

Pensions

50%

Insurance & Protection

13%

Later life planning

19%
We put you and your objectives at the centre of the planning process. We don’t impose any minimum contract terms on our customers, we simply rely o... Read More
Serves clients with: Over £50k of investable assets or household income
Flora's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Bolton IFAs

Paul adopted a very thorough and careful approach, ensuring that my circumstances were fully taken into account and that I understood my options.    Read More
Karen Pheasant
Mr Gledhill gives excellent advice in the areas I require and has always been honest with me as to what would suit my requirements best.    Read More
Ian Robertson

Can't find the right Bolton IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Bolton.

Christopher BowdenStandrings Financial Planning Ltd
Brian MoncriefProAct Financial (Bolton) Ltd
Philip HumphreysHumphreys Financial Services Ltd
Barry BeckettBecketts Private Wealth Management Limited
Nigel BrackenWatson Laurie Financial Services Ltd
Howard ScottIndependent Advice Limited
Chris HarringtonCowgill Holloway FMG LLP
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