A family business providing independent financial advice to personal and corporate clients.
Buchanan & Company Financial Services Limited is a premier provider of comprehensive financial services, dedicated to ensuring the financial security of its clients both now and in the future. Located in Bolton, Lancashire, at Broadmeadow Cottage, Turton, Bolton, Lancashire BL7 0JH, GB, the company offers specialist advice on pensions, investments, inheritance tax planning, trusts, life assurance, and corporate insurances.
Buchanan & Company Financial Services Limited prides itself on maintaining long-term relationships with clients through regular meetings and discussions. This approach ensures that the inevitable changes in life are always catered for, providing a bespoke, tailored service based solely on individual requirements. As independent advisors, Buchanan & Company Financial Services Limited has complete freedom to provide solutions without being restricted to particular insurance companies, products, or providers.
With a commitment to excellence and a deep understanding of financial planning and wealth management, Buchanan & Company Financial Services Limited aims to provide advice that suits your needs, framed in a way you can understand. The firm focuses on protecting both businesses and family wealth, advising multiple generations of families. We invite the manager of Buchanan & Company Financial Services Limited to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Compare Buchanan & Company Financial Services Limited with 3 companies in Financial-Services
| Comparison Field |
Buchanan & Company Financ...Main Company |
Standard Life UKView Profile |
Cambria Wealth Manag...View Profile |
Temple Row Wealth Ma...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 1825 | 2016 | 2019 |
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Company Size
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— | 1,001-5,000 | 2-10 | 2-10 |
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City
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Bolton, Lancashire | Edinburgh, Scotland | Bedford, Bedfordshire | |
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Country
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United Kingdom | United Kingdom | ||
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Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Pensions
Investments
Inheritance Tax Planning
Trusts
Life Assurance
Corporate Insurances
pensions
investment
inheritance tax planning
financial services
financial advice
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2 Total
2 Unique
Unique Skills:
retirement
savings
|
11 Total
11 Unique
Unique Skills:
b2B
Chartered Financial Planner
corporate advisory
defined benefit transfer
Estate Planning
final salary pension
+5
|
5 Total
5 Unique
Unique Skills:
life insurance
Long term care planning
pension planning
retirment palnning
wealth management
|
Other organizations in the same industry
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