Chancellor Financial Management

Chancellor Financial Management, founded in 2006, is a trusted financial planning firm based in Bolton, England. We are dedicated to providing bespoke and independent financial advice to individuals, businesses, families, and professional connections in the north of England and beyond. Our team of experienced and qualified professionals work closely with our clients to create tailored financial plans that align with their unique needs and aspirations.

1. Wealth Planning for Individuals and Families

We assist individuals and families in planning for their financial future through:

• Retirement planning
• Investment planning
• Estate planning and inheritance
• Tax optimization strategies
• Cash flow management

2. Business Planning Solutions

We partner with businesses to:

• Develop and implement retirement and employee benefits plans
• Succession planning and shareholder agreements
• Financial risk management strategies
• Financial performance analysis and benchmarking

3. Family Wealth Management

We offer comprehensive solutions to families to:

• Protect and preserve wealth
• Plan for future expenses and education costs
• Ensure the smooth transition of wealth to the next generation
• Optimize tax efficiency

4. Retirement Planning and Guidance

We provide personalized guidance on:

• Optimizing your defined benefit plans
• Maximizing your private pension contributions
• Understanding and utilizing state pension schemes
• Planning for a financially secure retirement

5. Financial Planning for Retirees

We assist retirees in:

• Creating a sustainable income plan
• Planning for long-term care expenses
• Optimizing your social security benefits
• Maximizing your retirement savings

6. Professional Connections and Expertise

Our team has extensive experience working with:

• Family businesses
• Families
• Trustees
• Professional connections

Why Choose Chancellor Financial Management?

• Independent and unbiased advice
• Bespoke and personalized plans
• Client-centered approach
• Access to experienced and qualified professionals
• Strong track record of success