I am an experienced mortgage and protection adviser in Bolton specialising in mortgages, life insurances and general protection and have advised clients on property investment (both residential and commercial) for over 20 years. I pride myself on looking after my clients, friends and their families, offering a professional and friendly service to help build strong ongoing multi-generation relationships through recommendations and referrals.
My financial advice approach is to listen to what my clients want to achieve within their means and to give them the best advice and recommendation from a completely independent perspective. I focus on clear, no jargon communication so that my clients fully understand the facts and recommend solutions which enable them to make well-informed decisions.
I offer financial advice to clients in Bolton and throughout the North West. Some of the areas I provide advice include:
If you are looking for a financial adviser in Bolton and the North West I offer a complimentary, no-fee, initial consultation for customers. Please contact me to arrange yours.