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 ourservice 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.
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 andnow 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.
CJT Financial Planning provide comprehensive, unbiased and independent advice on a wide range of financial matters including pensions and retirement planning (incorporating the latest 'pensionreforms'), 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.
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 andemploy 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.
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 theirlong-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.
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 werereceiving. 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.
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 offinancial services. We had our clients' interests at heart when choosing to create a solid base from which to service future generations of clients.
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 NorthWest'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).
Anne Wray is a firm of professionally qualified Independent Financial Advisers. We specialise in giving advice to clergy and charitable organizations. We also welcome the opportunity to work with allother clients. For over eighteen years we have given advice to clients on a wide range of subjects from pensions and investments to mortgages and life assurance.
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 InsuranceInstitute 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".