Discover the Biggest Financial Consulting Firm in Bolton

Bolton, a town in Greater Manchester, England, is home to a thriving financial sector. Numerous financial consulting firms provide expert advice and services to businesses and individuals. Here are the five largest financial consulting firms in Bolton:

• Deloitte UK:

Deloitte UK is one of the “Big Four” accounting and consulting firms globally. The firm provides a wide range of financial consulting services, including audit, tax, consulting, and risk assurance. With a large presence in Bolton, Deloitte UK serves various clients, from small businesses to multinational corporations.

• EY:

EY, another “Big Four” accounting and consulting firm, has a significant presence in Bolton. The firm offers a comprehensive suite of financial consulting services, including assurance, tax, consulting, and strategy and transactions. EY’s Bolton office caters to clients across various industries, from financial services to manufacturing.

• KPMG UK:

KPMG UK, also part of the “Big Four” accounting and consulting firms, operates out of Bolton. The firm provides a diverse range of financial consulting services, including audit, tax, consulting, and deal advisory. KPMG’s Bolton office serves clients in various sectors, including healthcare, technology, and energy.

• PwC UK:

PwC UK, another “Big Four” accounting and consulting firm, has a substantial presence in Bolton. The firm offers a comprehensive portfolio of financial consulting services, including assurance, tax, consulting, and deals. PwC’s Bolton office serves a wide range of clients, from startups to large enterprises.

• Grant Thornton UK:

Grant Thornton UK, a leading mid-tier accounting and consulting firm, has a well-established office in Bolton. The firm provides a diverse range of financial consulting services, including audit, tax, consulting, and forensic accounting. Grant Thornton’s Bolton office caters to clients in various industries, including manufacturing, retail, and hospitality.

These top five firms in Bolton serve the financial needs of businesses and individuals, offering expertise in various financial disciplines. Their presence in Bolton contributes significantly to the town’s financial sector and supports economic growth.

The 7 Biggest Financial Consulting Firm near Bolton

Caledon Hills Private Wealth-iA Private Wealth

• Address: 21 Parr Blvd Unit 5, Bolton, ON L7E 4G3, Canada
• Map: Click here
• Rating: 5 (16)
• Phone: +1 866-909-0799
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Miriam Windmoller✭✭✭✭✭

  a month ago

  We have been investing with Shane for many years and are always impressed by his professionalism, his thorough market knowledge and commitment to educating his clients, his good humour and his empathy for people in all stages of their lives. We are fortunate to have become clients early on and we would highly recommend Shane and his team (Beth and Tracy) for all your investment needs. Whether you are just starting out or reaping the benefits of their superior financial advice, Caledon Hills Private Wealth is an excellent investment choice.

  M G✭✭✭✭✭

  2 months ago

  Shane quickly understands my circumstances and provides great advice, and the office team are also friendly and quickly handle transactions. I’m grateful to be able to turn to this amazing and friendly team!

  Chris Squibb✭✭✭✭✭

  2 years ago

  We’ve been working with Shane Nixon and his team for quite a few years now and are always impressed with their dedication and professionalism. They respond quickly to our calls or questions, provide sound advice and have given us great service. They know their business! Shane has done a terrific job managing our portfolio, keeping our funds safe during downturns and anticipating and quickly responding to market upswings to get us great returns. He’s always upgrading his skills to provide more options and extended services for all his clients. We trust his judgment completely and highly recommend Shane and the team at Caledon Hills Private Wealth.

  Michele Hankins✭✭✭✭✭

  a year ago

  It is always a pleasure to speak with Shane about our portfolio. He and his team are very organized, all paperwork is accessible and current, and they are constantly updating their knowledge of market trends to help us make the most positive gains in our portfolio. Thanks Caledonian Hills Private Wealth!

  Dave Doan✭✭✭✭✭

  6 months ago

  Shane & his team are fantastic & look forward to our reviews with Shane. I highly recommend Caledon Hills Private Wealth & Shane Nixon.

Edward Jones – Financial Advisor: Rob Payne, DFSA™

• Address: 22 Simona Dr Unit 8, Bolton, ON L7E 4E9, Canada
• Map: Click here
• Rating: 5 (11)
• Phone: +1 905-857-0874
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  G Rawly✭✭✭✭✭

  3 years ago

  My wife and I have been using Rob as a financial planner for several years now and above helping us making sound investments and retirement plans, he has achieved something few people get from us, our trust.

  We all have busy lives and most do not have the time to spend reviewing our investments and following the market, but Rob maintains very regular communication with us and is extremely patient, taking the time to explain every little question we have until we understand fully.

  He is always quick to respond and in fact contacts us more than we contact him. He regularly reviews our portfolio and has been startlingly accurate in his projections with our investments. We are very happy with him as a financial planner and it is evident this isn’t just a job for him, he genuinely cares about his clients as people and their successes.

  andy dilena✭✭✭✭✭

  3 years ago

  I decided to invest with Rob because I wanted more financial freedom later in my life. I am very happy I decided to go with Rob because he is a very kind person, family oriented and very responsive, not to mention very good at his job. My account has been seeing a very nice rate of return and continues to climb. I highly recommend Rob as a financial advisor, not having him can be consequential to your future financial liberty.

  Celina Ferraro✭✭✭✭✭

  3 years ago

  I’ve had such a great experience working with Rob over the past few months. He is very responsive and always ensures to keep me in the loop on even the smallest details. I appreciate Rob’s professional but friendly approach, and highly recommend him as a financial advisor to anyone who is looking!

  Tony Alfano✭✭✭✭✭

  3 years ago

  Rob has been our Financial Advisor for 2+ years and me and my family could not be happier. Through his professionalism and availability he has guided us to make the best decisions with our money. We are always well informed of where we are financially and where we need to be. Thank you Rob!

  Michael Miceli✭✭✭✭✭

  3 years ago

  Rob has been our financial advisor for the last few years and we are very pleased with his professionalism and great advise. We have experienced a number of financial advisors and Rob is exceptional. If your looking for a Financial advisor we highly recommend Rob and the Edward Jones team of professionals.

PS Consulting & Professional Services

• Address: 151 Parr Blvd, Bolton, ON L7E 2Z8, Canada
• Map: Click here
• Rating: 5 (7)

Business Affairs Ltd

• Address: 21 Parr Blvd, Bolton, ON L7E 4G3, Canada
• Map: Click here
• Rating: 5 (4)

Kimberly Pacula – Mortgage Agent Bolton -Neighbourhood Dominion Lending Centres

• Address: 2 Holland Dr Unit 10, Bolton, ON L7E 1E1, Canada
• Map: Click here
• Rating: 5 (3)

Core Financial Planning Group Inc

• Address: 365 Healey Rd #20, Bolton, ON L7E 5C1, Canada
• Map: Click here
• Rating: 5 (1)

Anil Jaspal – BMO Financial Planner

• Address: 475 Queen St S, Bolton, ON L7E 2B5, Canada
• Map: Click here
• Rating:

Discover top consulting firms in various cities, like those mentioned in Keswick – Elmhurst Beach, Timmins and Innisfil, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Bolton, Ontario, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Bolton

When it comes to financial consulting firms in Bolton, there are several top options to choose from. These firms provide expert advice and services to individuals and businesses in managing their finances and making smart investment decisions. Here are three of the most popular financial consulting firms in Bolton:

• Grant Thornton: Grant Thornton is one of the leading financial consulting firms globally and has a strong presence in Bolton. They offer a wide range of services, including financial planning, risk management, tax advisory, and business valuation. With their extensive expertise and global network, Grant Thornton is considered a trusted advisor for many businesses and individuals looking to improve their financial performance.
• BDO: BDO is another top financial consulting firm operating in Bolton. They provide a comprehensive range of financial advisory services, including accounting, taxation, mergers and acquisitions, and business restructuring. BDO takes a personalized approach to each client, understanding their unique financial needs and tailoring solutions accordingly. They have a team of experienced professionals who stay up-to-date with the latest trends and regulations to provide accurate and reliable advice.
• RSM: RSM is a global financial consulting firm with a strong presence in Bolton. They offer a wide range of financial advisory services to businesses of all sizes, including audit and assurance, tax consulting, risk management, and corporate finance. RSM prides itself on its personalized approach, working closely with clients to understand their financial goals and providing tailored strategies to achieve them. Their team of experts combines deep industry knowledge with innovative thinking to deliver exceptional client service.

These financial consulting firms in Bolton are renowned for their expertise, professionalism, and commitment to client success. Whether you are an individual looking to improve your personal finances or a business in need of strategic financial advice, these firms are trusted partners to navigate the complexities of the financial world.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.