Established in 2006, the history and experience of Chancellor Financial Management extends back much further. Headed by Grant Farnell, a leading independent financial adviser for many years, the business came together to pool the resources of some of the North West's leading finance professionals, to offer clients an unparalleled amount of independent financial experience. Joined by Dave Heaton and David Torkington, Chancellor has grown into the sophisticated and focused financial management company it is today.
Located in the North West Chancellor serve a range of clients, with a particular focus on families, business owners and trustees. We work with those looking for the highest levels of professional independent financial advice. In 2012 Chancellor were awarded the prestigious status of being Chartered Financial Planners by the Chartered Insurance Institute (CII), recognising our dedication to the delivering the highest standards in financial planning.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 6 Calvin Street, Bolton, BL1
01204526846
Business Name
Chancellor Financial Management
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