Independent Financial Advisors - IFA Bolton, UK

We have a team of HIGHLY QUALIFIED staff including two Chartered Financial Planners, four advanced financial planning certificate holders and three advanced qualified pension specialists, making us one of the most highly qualified financial planning teams in the North West. In addition, the majority of our team have worked within a top 5 Accountants Practice gaining vast experience of dealing with all departments within an Accountancy Firm along with advising the higher end of the high net worth client market.

OUR COMMITMENT is to deliver what we believe is an outstanding financial and investment planning service. We are based on the outskirts of Bolton, but we work with clients throughout the UK. We believe in friendly and efficient professionalism, and where possible contact our clients by phone instead of sending unnecessary emails and letters. We want to hear from our clients regularly to understand their hopes, dreams and aspirations. We enjoy what we do for and with our clients, and take pleasure in helping them to achieve their goals. Our aim is to work as one with our clients to develop a financial plan that will continue to meet their needs as their circumstances change in the future.

OUR APPROACH to investment is built on academic research, not flavour of the month fund picks, fashion fads or the amount of commission payable. We build diversified portfolios, tailored to satisfy our client’s appetite for risk and reward, whilst minimising costs, often at a heavy discount. The best results come from sensible diversification and risk management, at a reasonable cost. A further fundamental aspect to our beliefs is the need for regular, structured reviews to rebalance portfolios as they gradually drift away from agreed parameters.

OUR AIM is to be one of the key drivers for change in personal financial advice in the North West. We will put our clients first in all stages of our relationship and will strive to exceed their expectations at every opportunity. Through this approach, we will attract and maintain client relationships for mutual benefit. Our clients, our team and our peers will hold us in the highest regard and recognise that we provide an exceptional and comprehensive financial planning service for private clients who are, or aspire to be, financially independent. Above all, we all enjoy our work and take great pleasure in helping our clients achieve their financial and lifetime goals.