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Kilbrin Financial

5.0(60 reviews)See reviews ↓·Bolton

What customers say

Based on genuine customer reviews

Kilbrin Financial is the Bolton firm behind a body of feedback in which pension transfers, ISA consolidation and retirement planning feature prominently, and where a small group of named advisers carries most of the praise. Avi is described repeatedly as informative and efficient, keeping clients updated at each stage and responding promptly to questions, while Rob earns credit for explaining products thoroughly, often through analogies that make the detail easier to absorb. An aspect raised across a number of reviews is the absence of pressure: reviewers recall being allowed as much time as they needed before committing, and feeling heard rather than steered.

Phil is linked to pension moves and consolidation, with clear guidance and dependable support through the process, and his personable manner is singled out as much as his technical input. Home appointments are noted as a convenience, and clients speak appreciatively of honest, upfront advice that treats modest portfolios with the same consideration as larger ones. Business owners weighing retirement and individuals revisiting existing arrangements both appear among those advised, and several have passed the firm's details to friends, family and colleagues, citing wealth planning and pension consolidation as the work involved.

Reviews

Reviews are taken from publicly available sources.

II
Insidious Inflation1 September 2026

Phil is an excellent Financial Advisor who brings his experience and vast network to help with pension and wealth planning. Would highly recommend to anyone.

JJ
Jane Jackson7 August 2026

We transferred our pensions and ISA over to Avi from Kilbrin Financial in Feb 2026, she is most informative and keeps you informed every step of the way, very efficient and you always get a prompt response to any queries or questions, would highly recommend best move my husband and I made.

MH
Mandy Handford4 August 2026

We have been supported by Rob at Kilbrin for some years now. Although we are very small in financial terms, we are always treated with the utmost respect and guided through pension advice being given plenty of time to absorb details to make informed decisions.

JC
Jackie Crouch24 July 2026

From the initial consultation until now, I have been very pleased with the advice that I have received. Rob has always explained everything thoroughly and uses analogies that I can understand. I never feel pressured into making a decision and have felt listened to. Thanks Kilbrin Financial.

SB
Steph Barcroft24 July 2026

Rob is brilliant. He explained everything clearly and concisely and at no point was he pushy. He provided a honest review of products and what to expect providing guidance and support where necessary. I would have no hesitation in recommending him as prior to using him I was highly skeptical. I have recommended him to several other people and they are also delighted with his approach and care.

WM
Wendy McDonald23 July 2026

We met Avneesha Waland (Avi) 12 months ago when we were remortgaging our property and needed financial/pension advice. It was super that she could come to our house to discuss. She is a lovely person who put us at ease immediately upon meeting and guided us through our process in an extremely professional way in words we could understand. She gave us all the time we needed to decide what to do and never felt rushed in making decisions. We have recently met up for our 12 month review and again went through our investment in a very professional manner. Very pleased with her investment for us. We know our money is in safe hands with Avi

KB
kath bennett22 July 2026

Avi has been my financial adviser for over a year now and she has always been so helpful and supportive and goes above and beyond for me. I have literally found her to be an absolute lifesaver and puts up with scattiness! Thanks Avi, for everything!

Financial advisers in Bolton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bolton are compared.

RankProviderRatingReviewsOpen Sat.
1Kilbrin Financial (this page)★ 5,060No
2Millennium Finance Ltd★ 5,040No
3Clear Vision Wealth Management★ 5,030No
4Thomas Whiting Ltd★ 4,944No
5Money Advisor★ 4,7277Yes
Contact
www.kilbrinfinancial.co.uk71 Chorley Old Rd, Bolton BL1 3AJ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed