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Financial Advisors in Ramsbottom

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

CAVA Finance

Ramsbottom, Greater Manchester, North West England, BL0 9BJ (1.01 ml)

CAVA Finance are a well respected finance broker within the North West and have a great reputation for fulfilling financial and vehicle / asset requirements of clients all over the UK including Bury, Liverpool, Manchester and the Lake District across a wide range of markets and sectors. CAVA Finance is owned by Mike Bailey, who has over 30 years in the finance industry and has a good understanding of the market place and has built up an enviable reputation with specialist funders. less

Bury Financial Adviser

Bury Financial Adviser

Bury, Greater Manchester, North West England, BL9 5BT (2.59 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

Mackenzie Financial Planning

Mackenzie Financial Planning

Bury, Greater Manchester, North West England, BL9 6BU (2.7 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

S Holmes Fairtrade

S Holmes Fairtrade

Bury, Greater Manchester, North West England, BL9 6UA (2.77 ml)

Hi I'm Steve Holmes, your Fair Trade Independent Financial Adviser based in Manchester, UK. Over the past three decades I have advised hundreds of clients with all elements of financial services. Recently however, I, perhaps like you, have become frustrated with Investment and Pension Providers' distinct lack of customer care and un-willingness to provide us, the customer, with the information we require as efficiently as we would like. less

Epic Financial Care

Epic Financial Care

Rochdale, Greater Manchester, North West England, OL12 7UG (3.75 ml)

Epic Financial Care is a firm of Chartered Financial Planners who are dedicated to providing independent financial advice to meet the financial goals and objectives for a wide variety of private and corporate clients. The company is directly authorised and regulated by the Financial Conduct Authority. At Epic Financial Care we operate a co-ordinated approach with accountancy and legal advisers where appropriate, to ease the burden of tax year end declaration. less

P D Financial

P D Financial

Bolton, Greater Manchester, North West England, BL1 8SD (4.82 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

Tricketts Financial Group

Tricketts Financial Group

Rossendale, Lancashire, North West England, BB4 8EG (5.07 ml)

Sophisticated technology is an essential party of the modern financial services company and we use it to enhance the relationship between ourselves and the client, never to hinder it. Personal and business customers can benefit from our extensive range of financial and insurance services, access specialist advice on financial planning, tax and trust, and take advantage of our investment management services. less

JonSimon Financial Advice

JonSimon Financial Advice

Radcliffe, Greater Manchester, North West England, M26 2SQ (5.1 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

McNeil Financial Services

McNeil Financial Services

Rossendale, Lancashire, North West England, BB4 8EQ (5.11 ml)

At McNeil Financial Services whether you are investing £1,000,000 or £10, looking to start a pension or looking at taking an income from your existing pension, we invest our time in you to make sure that your investments work for you both now and in the future. We will keep in regular contact with you to make sure that any recommendations that we have given suit your circumstances both now and in the future. less

Chancellor Financial Management

Chancellor Financial Management

Bolton, Greater Manchester, North West England, BL1 (5.43 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

Woodland Financial Solutions

Woodland Financial Solutions

Rochdale, Greater Manchester, North West England, OL12 6BZ (5.47 ml)

Our dedicated team provide a holistic approach to independent financial advice, fully embracing modern technology whilst maintaining a personalised service tailored to your specific needs. Many of our clients have been with us for as long as 20 years and have recommended their friends, family and colleagues to us on the back of our "Plain English" explanations and solutions to a wide range of financial issues. less

Brown Shipley

Brown Shipley

Bolton, Greater Manchester, North West England, BL1 1EJ (5.82 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 (5.91 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

Leedham Independent Financial Advisers

Leedham Independent Financial Advisers

Bolton, Greater Manchester, North West England, BL1 3AD (6.2 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

H.J.Scott

H.J.Scott

Bolton, Greater Manchester, North West England, BL1 4QR (6.21 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

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Most of the usual clients of a financial advisor in Ramsbottom 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 Ramsbottom to help us get on the right pat. However, nowadays the clientele of a financial advisor in Ramsbottom 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 Ramsbottom. A financial advisor in Ramsbottom 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 Ramsbottom 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 Ramsbottom.

Tip from a Financial Advisor in Ramsbottom: Take Bigger Risks

You are maybe thinking that a financial advisor in Ramsbottom in their right state of mind would never advise you on taking risks. However, the good financial advisor in Ramsbottom 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 Ramsbottom 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 Ramsbottom: Invest in Yourself

Another important tip from a financial advisor in Ramsbottom 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 Ramsbottom 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 Ramsbottom won’t get tired to tell you.

Tip from a Financial Advisor in Ramsbottom: Follow Opportunities

Like literary, a good and experienced financial advisor in Ramsbottom 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 Ramsbottom 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 Ramsbottom 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 Ramsbottom and allow yourself all chances.