Looking for a Financial Adviser in Bolton?

I provide truly independent financial advice tailored to help you achieve your financial goals. Whether you’re planning for retirement, growing your investments, or protecting your wealth, I offer clear, personalised guidance to support your journey.

With years of experience in retirement planning, investment management, tax-efficient strategies, and wealth protection, I simplify complex financial matters, ensuring you make informed decisions with confidence. My approach is fully independent, meaning my advice is always based on what’s best for you.

As a Financial Adviser in Bolton, I work with individuals, families, and business owners across the region. Whether you need help with pension planning, estate management, inheritance tax planning, or investment growth, I create bespoke strategies to suit your unique circumstances.

Why Choose Truly Independent Financial Advice?

As part of Truly Private Clients, I deliver a modern, seamless financial planning experience that adapts to your needs. My services are fully regulated under the Financial Conduct Authority (FCA), ensuring professional, ethical, and transparent advice. With a clear pricing structure, you can use the Fee Calculator to estimate costs based on your requirements.

I provide financial advice in Bolton and the surrounding areas, with the flexibility to support clients nationwide through virtual consultations:

• Manchester
• Salford
• Wigan
• Bury
• Rochdale
• Oldham
• Stockport
• Warrington
• Preston
• Blackburn
• St Helens
• Chorley

Visit My Website

For more details about my services, insights, and how I can help you plan for a secure financial future, visit my website.

Book a Free Consultation Today

Take control of your financial future with expert, independent advice tailored to your unique needs. Whether you’re planning for retirement, growing your investments, or protecting your wealth, I’m here to help you make informed decisions with confidence. Book a free consultation today—available in person (where possible), via Teams, or over the phone at a time that suits you. Let’s discuss your financial goals and create a strategy that works for you.