Our Office

How to find the home of highly-qualified, independent, transparent, fee-only investment advice.

Office Map

If you know Bolton, then you know Chorley New Road; it’s where the financial advisers, accountants, solicitors, architects and valuers are all to be found. If you are coming by car you can park directly behind our office, the car park is accessed via Queens Park Road. Pop BL1 4QR into your sat-nav and it will do the rest. The car park gates automatically open between 8.00am and 6.00pm.

How long do we need initially?

The cost of any initial meeting is borne by us whilst we take the time to understand what you are looking for and we explain the fixed cost of our advice.

Each individual’s requirements are different, but an hour or so initially should tell you whether we are just what you are looking for or not. The commitment from you picks up after that and our clients tend to set aside at least half a day a year thereafter.

Will we come to you?

We tend to hold the vast majority of our client meetings at the office. We have access to the information we need to answer your queries here. However if due to transport difficulties you would prefer to hold the meetings at your home this could be arranged.

Do we always have to meet up face to face?

Of course not. After we have got to know each other we can employ communications media such as Skype & Facetime to ensure we stay in touch. We could even resort to the good old telephone.

What do I do next?

If you are ready to set up that first meeting then email us or call us on 01204-559696 and say you have seen the website. Instructions to help you get the most from your first meeting are here.