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Financial Advisors in Farnworth

List of financial advisors & consultants in Farnworth. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Brown Shipley

Brown Shipley

Bolton, Greater Manchester, North West England, BL1 1EJ (2.25 ml)

The personal client relationship lies at the very heart of our Private Banking experience, complemented by modern and innovative thinking. We recognise our clients want individual solutions to help them achieve their individual ambitions. They need to trust their assets and financial transactions to us with complete confidence. We are a UK authorised private bank with a strong balance sheet and favourable capital adequacy ratios. less

Camargue House

Camargue House

Bolton, Greater Manchester, North West England, BL1 2DD (2.56 ml)

Camargue House was formed in 2013 as a collaboration between leading professionals in the industry with a joint understanding of the needs of our clients, and of the increasingly complex world of financial services. We had our clients' interests at heart when choosing to create a solid base from which to service future generations of clients. less

H.J.Scott

H.J.Scott

Bolton, Greater Manchester, North West England, BL1 4QR (2.79 ml)

After many years of helping individuals with financial advice, we had clients who were very happy with our planning and service, but they were less than happy with the investment returns they were receiving. We set out to change this. For many years the banks and insurance companies had made fortunes because they had all of the power and all of the knowledge. They appeared to make more profit for themselves than we did from our own pensions, investments and savings. less

Cowgill Holloway

Cowgill Holloway

Bolton, Greater Manchester, North West England, BL1 4QR (2.81 ml)

We are a North West leading independent firm of chartered accountants and business advisers with offices in Bolton, Manchester and Liverpool. Established for over 30 years, we have 13 partners and employ over 120 staff across our three offices. We specialise in providing financial solutions to owner managed businesses across the North West. We work closely with shareholders, management teams and have long established relationships with private equity firms, lawyers and banks. less

Leedham Independent Financial Advisers

Leedham Independent Financial Advisers

Bolton, Greater Manchester, North West England, BL1 3AD (2.83 ml)

Leedhams was formed in 1990 by Barry Leedham, who ran the business until his retirement in December 2013. Leedhams was formed around family values, with an emphasis of working with clients in their long-term best interests - this remains as important to the business today as it did at the start. At Leedhams we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified. less

CJT Financial Planning

CJT Financial Planning

Bolton, Greater Manchester, North West England, BL1 4AP (2.84 ml)

CJT Financial Planning provide comprehensive, unbiased and independent advice on a wide range of financial matters including pensions and retirement planning (incorporating the latest 'pension reforms'), savings and investments, Lifetime Mortgages (Equity Release), life/critical illness cover and income protection products. Please click on 'Our Services' for more information. All new clients are offered a free initial consultation, which includes a review of your current financial circumstances. less

Chancellor Financial Management

Chancellor Financial Management

Bolton, Greater Manchester, North West England, BL1 (2.9 ml)

Chancellor provide independent, sophisticated advice to individuals, business owners and trustees. We work with those interested only in the very best. Proud to be acknowledged as one of the North West's leading firms of independent financial advisers our experience and expertise provides you with direction and clarity in financial planning. Chancellor have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). less

Taylor & Taylor

Taylor & Taylor

Bolton, Greater Manchester, North West England, BL1 4DH (2.95 ml)

Chris works directly with clients to determine exactly what needs to be done to achieve financial and lifestyle objectives. He is a keen sportsman who stopped playing football in his early 40's and now plays golf at Bolton Golf Club. Chris is also a Bolton Wanderers season ticket holder (West Stand) and watches them play home and away, whenever possible. less

JonSimon Financial Advice

JonSimon Financial Advice

Radcliffe, Greater Manchester, North West England, M26 2SQ (3.19 ml)

JonSimon Financial Advice Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. less

Parkinson Business Finance

Parkinson Business Finance

Bolton, Greater Manchester, North West England, BL1 6AE (3.73 ml)

PBF is a small independent provider of a wide range of finance services to UK businesses of all sizes, from small independent traders to large public quoted groups. It is an essential part of our service that we take the time to understand our clients' businesses and their plans so that we can provide the best possible advice. This service is always delivered free of cost, professionally and is totally confidential. less

P D Financial

P D Financial

Bolton, Greater Manchester, North West England, BL1 8SD (3.84 ml)

Philip is a Chartered Insurance Broker, he spent over 30 years as a client servicer in the insurance profession working for major insurance brokers, and is a former President of The Insurance Institute of Bolton. He decided to use this knowledge and experience to set up PD Financial. PD Financial focuses attention on providing clients with the old fashioned values of personal service and commitment, something that is not always available in this era of online purchases and "Call Centres". less

Bury Financial Adviser

Bury Financial Adviser

Bury, Greater Manchester, North West England, BL9 5BT (5.49 ml)

As Independent Financial Advisers (IFAs) we are not tied to any particular provider so we are able to offer advice on all the products or solutions in the marketplace. This website highlights some of the areas we offer advice on, but we do also offer many other services like Tax Planning, Inheritance Tax (IHT) Mitigation, Pensions & Divorce, Business Protection and Corporate Pension solutions, amongst other things. less

Samuels Financial

Samuels Financial

Manchester, Greater Manchester, North West England, M25 1JF (5.67 ml)

Samuels Financial is a Manchester-based firm of professional and experienced Chartered Financial Planners who will become your trusted financial partner. Our philosophy focuses on providing a dedicated service to all our clients, based on integrity and excellence. less

Mackenzie Financial Planning

Mackenzie Financial Planning

Bury, Greater Manchester, North West England, BL9 6BU (5.87 ml)

Paul Jones and Jane Holt have shared values in business, and a passion for providing clients with real financial planning. As a boutique financial planning practice, Mackenzie Financial Planning provide a bespoke advantage financial planning service that is tailored to the clients individual requirements. Many of these clients come to us through introductions from solicitors and accountants. less

Court Financial

Court Financial

Leigh, Greater Manchester, North West England, WN7 2PW (5.97 ml)

Court Financial are commercially aware Chartered Accountants that specialise in the provision of flexible and cost-effective accountancy, bookkeeping and advisory and compliance services. We provide support and advice to businesses including sole traders, freelancers, contractors and limited companies. Our fixed fee packages are market-leading and are tailored to meet your requirements, meaning you only pay for what you need. less

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Most of the usual clients of a financial advisor in Farnworth would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Farnworth to help us get on the right pat. However, nowadays the clientele of a financial advisor in Farnworth is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Farnworth. A financial advisor in Farnworth is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Farnworth is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Farnworth.

Tip from a Financial Advisor in Farnworth: Take Bigger Risks

You are maybe thinking that a financial advisor in Farnworth in their right state of mind would never advise you on taking risks. However, the good financial advisor in Farnworth knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Farnworth would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Farnworth: Invest in Yourself

Another important tip from a financial advisor in Farnworth you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Farnworth will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Farnworth won’t get tired to tell you.

Tip from a Financial Advisor in Farnworth: Follow Opportunities

Like literary, a good and experienced financial advisor in Farnworth can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Farnworth knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Farnworth would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Farnworth and allow yourself all chances.