Financial adviser in Bolton
I'm Max Gallagher, a financial adviser with Financial Options Group, and my office in Walshaw sits right on the Bury–Bolton border, so Harwood, Bradshaw and Bromley Cross are practically on the doorstep. Bolton's money questions are as varied as its housing, Victorian terraces in Halliwell and Tonge Moor, family semis in Sharples and Astley Bridge, bigger gardens out in Heaton, Lostock and Egerton. Wherever you sit on that map, I offer the same thing: straight-talking advice on pensions, investments and mortgages, without the jargon.
Most of my Bolton clients start with a free, no-obligation chat, some at my Walshaw office just over the border, plenty at their own kitchen tables anywhere from Horwich to Farnworth, and a fair few on Teams squeezed around the school run or the Manchester commute. If we're a good fit, I'll do the research and come back with a clear recommendation in plain English, and if I'm not the right person, I'll say so; Bolton folk tend to appreciate a straight answer.
Who I help in Bolton
- First-time buyers weighing up a Halliwell or Great Lever terrace against the new estates rising around Westhoughton and Horwich.
- Growing families in Bromley Cross, Harwood and Ladybridge, where a bigger mortgage and school-run logistics keep pushing protection and wills down the list.
- Manchester commuters in Heaton and Lostock with workplace pensions, share schemes and bonuses that have never been joined up into one plan.
- Business owners and tradespeople (Bolton has always been a town that works for itself) whose pension is the business unless they decide otherwise.
A working life spent around Bolton often leaves a trail of pension pots (an old employer in town, a spell at the Royal Bolton, years commuting into Manchester) and my job is to make sense of what they all add up to.
Whether it's a first terrace in Tonge Moor, an upsize towards the moors in Egerton or Bromley Cross, or a remortgage on a Westhoughton new-build, I help Bolton buyers find a mortgage that fits the life they're actually living.
Your first conversation is free, with no obligation to proceed.
Book your initial consultation150+ five-star Google reviews · Based in Walshaw, Bury · In person or by Teams, UK-wide · Read client reviews