IFA, Independent Financial Advisors Bolton, Lancashire
Our Services

Testimonials from Money Solutions clients

"I cannot thank you enough for the valuable advice that you have given me with regards to Mrs XXX's matter. Your advice is very clear and easy to follow even for someone with a brain like mine!! The information from Standard Life that you have sent through to me is very useful not only for this case but for other cases. Once again thanks ever so much and I look forward to seeing you when you are next in the office".

 

"Many thanks for all your efforts in re-mortgaging our property. The whole process was hassle free with each stage being explained by Steve in an 'easy to understand way'. Once the new payments begin we will be saving £70 per month!! The whole mortgage was almost fee free as well, we only needed to pay £20. I would have no hesitation in recommending Money Solutions to anyone who requires a mortgage"

 

"Thank you so much for the time and trouble you took recently in sorting out my pension arrangments. Going from a company scheme to self employed one was a very daunting thought. Your patience in explaining the various options that were open to me was greatly appreciated and dispelled a lot of misconceptions I had.


I would not hesitate in recommending your services to any of my friends, family or associates looking for financial advice".

 

"Just throught I would put down on paper my gratitude for the work you have underatken on a couple of my clients recently.

 

Obviously for confidentiality reason I cannot name them. Nevertheless, I have had feedback from them and whilst it has taken over 12 months to finally sort out the mess they were in, they were extremely happy with the work carried out by you.

 

As you are aware we have had problems with one particular item in their affairs, this being a pension dated back to 1968. in fact he is the only one of three people in the UK to have this particular type. Your knowledge and understanding of the situation, and having the capability of explaining this to them has impressed me!!!

 

I understand that when you get the final amounts transferred to them they will be building an investment portfolio with your professional assistance.

 

Rest assured I have no qualms in recommending you for any investment or pension advice and keep up the good work".

Testimonials
Money Solutions Limited are authorised and regulated by the Financial Services Authority

FSA No.: 454962
Money Solutions News Desk

ISA RULES ARE CHANGING FROM 6 APRIL 2008 From that date: · The annual ISA investment allowance will be raised to £7,200. up... [Read More].

New Website Launched We always try to aim to keep our advice simple and easy to understand, as such we have relaunched... [Read More].

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Money Solutions Advisors Ltd
Kirkhall Place
69 Chorley Old Road
Bolton
BL1 3AJ

Money Solutions Advisors Limited: Registered in England and Wales: 4698059

Tel: 01204 366300
Fax: 01204 366344