Welcome

Professionally Connected Financial Planning (PCFP) was established in 1999 as a firm of fee-based Independent Financial Advisers in Bolton.

PCFP specialise in the highly complex areas of Pensions and Divorce, Retirement Options and Pension Transfers. Mick is qualified and experienced in Long Term Care Advice. Mick is G60 qualified, an Associate of the Personal Finance Society and a Chartered Financial Planner.

Other key strengths are Comprehensive Financial Planning via lifetime cashflow modelling, Investments & Inheritance Tax Planning. 

At the time of PCFP being awarded Corporate Chartered Financial Planner status by the CII in October 2007, fewer than 100 firms had achieved Chartered status. It is a highly exclusive award reserved for the leading firms within the financial advice market. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

Since the retirement in 2008 of one of the founding partners, PCFP has been solely owned by Michael Norris, based in Harwood near Bolton. As a sole trader, PCFP no longer require Corporate Chartered Financial Planner status.

PCFP aim to offer all clients a friendly, efficient and professional service.

Professionally Connected Financial Planning is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 189648

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Neither Professionally Connected Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.