THOMAS WHITING LTD
318 Chorley Old Road, Unit 2, The Studios, Bolton BL1 4JU Directions
Since 2003
Here’s The Deal:
"Thomas Whiting Ltd is a family run financial planning firm in Bolton, England that offers a wide range of investment options. They have been developing in the industry for many years. They are always open to innovative technology that enhances their client's experience and allows them to view, update and add to their existing arrangements. Tom Whiting is an independent financial adviser and founder of the Thomas Whiting Limited. The team have extensive experience in UK financial services includes advice and guidance. Their unique planning tools ensure your investment goals are practical. They use the latest technology to provide straightforward and transparent advice simply and conveniently. Thomas Whiting Ltd firmly believed that their clients need to receive the right service at the right time."
SPECIALITY:
Pension Planning, Investment and Wealth Management, Home and Buildings Insurance, Self-Invested Personal Pension, Saving Accounts, Financial Planning, Mortgages & Protection
Registration 04807040
TBR® Inspection Report:
CHEETHAM JACKSON LTD
7 Chorley New Road, Bolton BL1 4QR Directions
Since 2009
Here’s The Deal:
"Cheetham Jackson Ltd is an independent financial planning company in Bolton. They are dedicated to delivering excellent financial planning to their clients. Sarah Woodward, Adam Hussein and Tom Lanigan are professionals at the Cheetham Jackson Ltd. Their clients obtain benefit from their access to leading investment and fund managers from the whole of the investment market. Also, they offer a free initial consultation to prospective clients. Cheetham Jackson Ltd has offices in Chorley, Central, Bolton, Glossop, Chesterfield, Sale, Glossop, Southport, Wakefield, Clitheroe, Warrington, and Lytham."
SPECIALITY:
Investment, Shares, Bonds and Gilts, Pensions, ISAS and Other ‘Tax-Efficient’ Plans, Inheritance Tax Planning, Wealth Management, Retention & Preservation
TBR® Inspection Report:
CAPSTONE FINANCIAL MANAGEMENT LTD
69 Chorley Old Road, Bolton BL1 3AJ Directions
Since 2003
Here’s The Deal:
"Capstone Financial Management Ltd is a prominent financial planning firm in Bolton, England. The firm offers expert financial advice to private clients and business owners. Their purpose is to work together with you and your family, supporting you to accomplish your financial aspirations. Daniel Healey is the managing director, and Sarah Healey is the marketing director of the Capstone Financial Management Ltd. Sharon Ardern is the operations director Andrew Williamson is the director of the firm. The team provides comprehensive investment solutions and ongoing service to assist you in achieving your financial goals. They offer tailored financial plan to your specific needs. Capstone Financial Management Ltd has offices in Manchester, London, Leeds, Liverpool, Altrincham and Glossop."
SPECIALITY:
Contingency, Estate, Income, Retirement and Investment Planning, Investment Bonds, Unit Trusts, Wealth and Discretionary Fund Management, Offshore Investments, Mitigating Tax Liabilities, Corporate Services, Banking & Mortgages
Registration 09225559