Chancellor Financial Management
Chancellor Financial Management is an independent financial planning firm based in Bolton, established in 2006. They provide financial advice to individuals, businesses, and families.
- Wealth management
- Investment advice
- Retirement planning
- Bespoke financial advice
- Independent financial planning
Locations
Digital Popularity
Available on
Competitors
Whitewell Financial Planning helps clients make informed financial decisions that benefit them and their loved ones.
Taylor & Taylor is an established financial planning firm that has been providing trusted, independent financial advice for over 40 years.
Womens Financials is an independent financial services provider that offers expert advice on various financial matters including pensions, investments, and family protection.
Company Details
Chancellor Financial Management is operated by Chancellor Financial Management Limited and is a Active company incorporated on 3 April 2006 with the registered office located in Bolton, Greater Manchester. Chancellor Financial Management Limited was registered 19 years ago.
Status
Active
Size
Micro
Directors
3
Age
19 years old
Employees
16
Turnover
Unreported
Total Assets
£487.82K
Cash in Bank
£359.77K
Total Liabilities
-£223.55K
Teams
12
7
7
6
Director
Office Manager • Joined May 2024
Head Of Employee Benefits • Joined Jun 2009
Administrator • Joined Oct 2023
Administrator • Joined May 2006
Administrator • Joined Nov 2024
IFA Administrator • Joined Nov 2020
Finance Administrator • Joined Jul 2021
Financial Controller
Financial Planner • Joined Jan 2022
Director
Office Manager • Joined May 2024
Head Of Employee Benefits • Joined Jun 2009
Financial Planner • Joined Jan 2022
Paraplanner • Joined May 2019
Client Support • Joined Jun 2018
Trainee Financial Planner • Joined May 2022
Office Manager • Joined May 2024
Head Of Employee Benefits • Joined Jun 2009
Administrator • Joined Oct 2023
Administrator • Joined May 2006
Administrator • Joined Nov 2024
IFA Administrator • Joined Nov 2020
Finance Administrator • Joined Jul 2021
IFA Administrator • Joined Nov 2020
Finance Administrator • Joined Jul 2021
Financial Controller
Financial Planner • Joined Jan 2022
Paraplanner • Joined May 2019
Trainee Financial Planner • Joined May 2022
View 12 members