Financial advisers in Bolton

Our IFAs serving Bolton can provide a range of financial advice including investments, pension advice and tax planning.

Waterfall in the heart of the Roddlesworth forest in Bolton, Lancashire by Daniel Kay

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Our nation-wide team includes financial planners serving Bolton. They are passionate about helping people, just like you, manage their money more effectively.

Bolton is a mill town close to the West Pennine moors, with a rich industrial and cultural heritage. During the 1930s it was one of the world’s largest and most productive centres of cotton spinning, thanks to its 216 cotton mills. By the 1980s, however, cotton manufacture had virtually stopped in Bolton. In 1874 local pupils formed Bolton Wanderers FC, who were among the twelve teams to form the original English Football League.

Amber River has a highly-qualified team of independent financial advisers serving Bolton and the surrounding areas. Our advisers sit on the same side of the desk as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future.

They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Bolton Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Bolton.

Kristan Oakley

Associate Director, Chartered Financial Planner

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Mark O’Neill

Director, Chartered Financial Planner

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David Oversby

Senior Associate Director, Chartered Financial Planner

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Andrew Rowland

Chartered Financial Planner

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Andrew Horrocks

Independent Financial Adviser

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Paul Mullin
Paul Mullin

Chartered Financial Planner

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David Houghton

Associate Director, Chartered Financial Planner

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James Curry
James Curry

Chartered Financial Planner

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John Phillips
John Phillips

Financial Planning Manager

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Mike Clarke

Director, Chartered Financial Planner

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Rob Squibbs

Senior Associate Director, Independent Financial Adviser

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Michael Hawthorne

Associate Director, Chartered Financial Planner

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Roger Lavecchia
Roger Lavecchia

Associate Director, Independent Financial Adviser

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David Ryder IFA
David Ryder

Financial Planning Consultant

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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