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Our Team

Dedicated to managing your individual requirements.

Ross Bolton

Independent Financial Adviser

“The best things in life are free” as the Beatles lyrics say… Whilst this may be true, in our busy material world we all need money to support our lifestyles, at every stage of our lives.

Money may have come to you through hard work, thrift, skill, fortitude or inheritance – whatever the source my role is to listen to what you want it to do for you and support you in planning with it for a long & healthy life.

Throughout the journey we’ll ensure you have it protected where possible from unnecessary taxation and help you plan that as much as possible is kept within the family and goes to those that you love after your death – after all, whilst it’s important that we pay our fair share, none of us want to pay more tax than we need.

We could talk ISA, PP, SIPP, SSAS, FIB, PHI, CIC, IHT, EIS, VCT and other such abbreviations all day long, but you can go anywhere for that, or simply google them all – it doesn’t really excite me and after over 30 years’ experience if there is one thing I’ve learned it’s that in general it probably doesn’t do it for you either.

If life were to be compared to a 2 week holiday many of my clients are into their 2nd week, think back to your last holiday and remember how fast that 2nd period goes. If that reminds you that you really ought to set aside some time to look at all that ‘stuff’ around your money & life – let me know, let’s meet and see if we have a basis to work together.

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SOLLA Accredited Later Life Adviser

Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.

“Thank you for all your help and patience in assisting me with my finances. After the death of my husband, I did not know what to do with all the lawyers papers and am embarrassed to say I had no idea what it all meant. My husband used to deal with everything. You made sense of it all and I now feel that I have had a huge weight lifted off my shoulders. Thank you.”

Mrs L, Dore, Sheffield

“Just a quick note to say thank you for sorting out my various pension plans that I had accumulated over the years. I had lost track of what I should be doing and was surprised to see how poor the performance was of some of the older plans. Your report was very thorough. I now feel that I am on target for retiring at sixty-five. I would also like to thank your wonderful staff who were always helpful and attentive to me.”

Mr S, Bradway, Sheffield.

As a trustee of a final salary pension scheme, I was very dissatisfied with my previous pensioner trustees. My accountant recommended you and I am very happy to see that we are now receiving correspondence when we should.”

Mr C, Dronfield

“Having been the victim of an accident at work, my solicitor recommended that I speak with you. I received a substantial award for my injuries and I needed to ensure that the money would last me for the rest of my life. I cannot thank you enough for all your help and also for explaining things in such a way that I understood what we were doing and knowing we had considered all the options available.”

Mr B, Chesterfield