Chris Atherton

Chris Atherton

Swan Financial Planning

Minimum savings/pensions: Over £50,000

Minimum mortgage: Over £100,000

0330 038 8941
Based in Bolton
View location
Top Rated 2025
Verified since: October, 2019
5 out of 5

289 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 November 2025

    Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 October 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

    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 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

  • 20

    Positive 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 20 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.