Welcome

Professionally Connected Financial Planning is a firm of Chartered Financial Planners based in Bolton. The firm was established in 1999 as fee based Independent Financial Advisers.

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.

PCFP specialise in the highly complex areas of Pension Transfers, Pensions and Divorce and Retirement Options. Michael Norris is G60 qualified and a Chartered Financial Planner.

Other key strengths are Investments & Inheritance Tax Planning. Mick is qualified through the CF8 exam to deal with the sensitive area of Long Term Care advice.

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 (www.fsa.gov.uk/register). 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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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.