BEST RATED BOLTON, UK FINANCIAL SERVICES

3 Best Financial Services in Bolton, UK

Name: 3 Best Financial Services in Bolton, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Bolton, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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THOMAS WHITING LTD

4.8

318 Chorley Old Road, Unit 2, The Studios, Bolton BL1 4JU, UK Directions

Since 2002

Speciality:

✓ Pension and Retirement Planning ✓ Investment Advice ✓ ISA ✓ General Investment Account ✓ Onshore Investment Bond ✓ Offshore Investment Bond ✓ Investment Trust ✓ Open-Ended Investment Companies (OEICs) and Unit Trusts ✓ Investment Advice Charges ✓ Wealth Management ✓ Pension Transfers and Consolidation ✓ Independent Mortgage Advice ✓ Buy-to-Let and Landlord Mortgages ✓ First-Time Buyer Support ✓ Remortgage Solutions ✓ Protection and Life Insurance ✓ Critical Illness Cover ✓ Income Protection ✓ Inheritance Planning ✓ Tax-Efficient Investing ✓ Financial Reviews ✓ Equity Release Advice ✓ Business Protection Planning ✓ Retirement Income Strategies

“Thomas Whiting Ltd is a family-run financial planning firm that serves individuals and businesses predominantly in the North West of England and some clients further afield. With over 35 years of experience, they offer a holistic service covering all areas of financial planning, including investments, retirement planning, mortgages, life insurance, and protection for individuals and small business owners. They provide a free initial, no-obligation consultation where they can review your current situation, recommend products, and advise you on these going forward. They can also assess your existing arrangements to determine whether they suit your needs. The team at Thomas Whiting Ltd provides a wide range of investment options and financial plans. You can contact them today to schedule a consultation for your financial planning.

2025 Update: Thomas Whiting Ltd is a trusted, independent financial advice firm that offers clear, personalised advice tailored to your goals. The company is FCA-authorised and regulated. They provide personal, face-to-face or remote financial advice and transparent fees. They are trusted by clients across the UK.”

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CAPSTONE FINANCIAL

4.8

120 Bark Street, 6th Floor, Bolton BL1 2AX, UK Directions

Since 2014

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Employee Financial Wellbeing ✓ Access to Specialist Banking and Mortgages ✓ Intergenerational Wealth Management ✓ Inheritance Tax ✓ Gifts ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Later Life Planning ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategies ✓ Using Retirement Income Across Generations ✓ Whole Family Protection ✓ Stepping Onto The Property Ladder ✓ Investing On Children’s Behalf ✓ Future-Proofing Your Wealth

“Capstone Financial is an award-winning financial planning firm that provides clients peace of mind by ensuring their personal and business finances are well-managed. Daniel Healey is the managing director of the firm. They spend time understanding your financial priorities and will work with you to develop a long-term financial plan tailored to your needs once they know what you want to achieve. Their experienced financial planners in Bolton have access to various individual funds and risk-rated portfolios to help spread your investments across multiple asset types and countries. Whether you want to retire, make your money work harder, invest profits from your business tax-efficiently, or ensure your wealth is transferred effectively to future generations, they can help you achieve your goals. Capstone Financial has offices in Manchester, London, Leeds, Liverpool, Altrincham, and Glossop.

2025 Update: Capstone Financial is owned by a team of experienced professionals who have been delivering expert financial advice for decades. You can contact them to book a no-obligation initial consultation.”

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KILBRIN FINANCIAL

4.8

71 Chorley Old Road, =, Bolton BL1 3AJ, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bond ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“2025 Update: Kilbrin Financial is solely focused on achieving clients' financial aspirations. Robert Campbell is the director and chartered financial planner of the firm. The team specialises in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. They believe that building long-term relationships with their clients is central to everything they do. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. Their chartered financial advisers specialise in business owners, pensions and high net worth individuals.”

3 Best Financial Services in Bolton, UK