Chancellor are a Chartered independent advisory firm established in 2006, although our roots in Bolton stretch back much further. We are proud to be acknowledged as one of the region’s leading firms of independent financial advisers, advising clients across the North West of England and beyond.
Chancellor are independent and clear thinking. We have a bespoke approach for each client as we consider the broadest possible range of financial planning options to meet their needs and to adapt to different market environments.
We work on a very personal level with clients, encouraging open dialogue to forge strong, long term relationships, built on trust.
We have a track record in providing high levels of service and expert financial advice. Regular face to face meetings ensure that we have a full understanding of personal circumstances and this allows us to play our part in helping clients to achieve their goals and aspirations.
In 2012 we were awarded the prestigious status of Chartered Financial Planners by the Chartered Insurance Institute (CII), which recognised our dedication to delivering the highest standards in financial planning. Additionally, all our advisers have achieved Chartered Financial Planner status personally.