For over 40 years we have provided trusted, independent financial advice to clients from all walks of life across Bolton and the wider North West. We are deeply rooted in the community and have earned its trust. We’re proud to be based in our hometown of Bolton; we support many local charities, causes, clubs and schools. What’s more, we work predominantly with people in Bolton and the surrounding areas, including Manchester, Kendal and Liverpool. Keeping integrity, professionalism and reliability at the forefront, we work tirelessly to find the best possible financial solutions for our clients.