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Financial advisers · Bolton

5 companies · updated daily

Bolton currently has 5 Financial advisers companies listed. Top-rated: Kilbrin Financial. Browse ratings, addresses and contact details below.

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Financial AdvisorInvestment serviceFinancial plannerMortgage broker
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Clear Vision Wealth Management
Clear Vision Wealth Management
Bolton · Financial advisers
5.0(30)
Millennium Finance Ltd
Millennium Finance Ltd
Bolton · Financial advisers
5.0(40)
KF
Kilbrin Financial
Bolton · Financial advisers
5.0(60)
Thomas Whiting Ltd
Thomas Whiting Ltd
Bolton · Financial advisers
4.9(44)
MA
Money Advisor
Bolton · Financial advisers
4.7(277)

How much does Financial advisers cost in Bolton? (2026 price guide)

An initial financial planning consultation is often free or low-cost, but ongoing advice is typically charged as a percentage of assets under management, usually around 0.5-1% per year, or as a fixed fee of £500-£1,500 for a one-off pension or investment review. Complex financial plans covering multiple goals can cost £1,500-£3,000 or more.

Costs depend on the complexity of your financial circumstances, whether ongoing reviews are included, the size of assets being advised on, and whether the adviser is restricted or independent, with independent financial advisers (IFAs) sometimes charging more for access to the whole market. Cashflow modelling and retirement planning tend to require more time than a single product recommendation.

Always ask for the total cost in pounds rather than just a percentage figure, and confirm whether ongoing advice fees continue after the initial recommendation.

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