Thomas Whiting Ltd, a family-run financial planning firm in Bolton, has evolved within the industry for many years. The firm remains at the forefront of embracing innovative technology to enhance clients' experiences, allowing them to access, update, and augment their existing arrangements. Founded by Tom Whiting, an independent financial adviser, Thomas Whiting Limited boasts a team with extensive experience in UK financial services, offering comprehensive advice and guidance. Utilizing unique planning tools, the firm ensures that clients' investment goals are realistic and practical. By leveraging the latest technology, they conveniently deliver clear and transparent advice. Thomas Whiting Ltd provides a broad spectrum of investment options and financial plans. Emphasizing exemplary service delivered promptly, the firm is highly approachable, encouraging clients to reach out with any questions. They advise on existing and new investments and conduct thorough reviews to ensure clients' funds are strategically placed to align with their needs and goals. By leveraging innovative technology, Thomas Whiting Ltd is dedicated to helping clients achieve their financial objectives. Interested parties are encouraged to reach out for a consultation on their financial planning needs.
UNIQUE FACTS:
• Investment Options Available.
• On-site Services.
• Unique Planning Tools.
• Provide Strategic Options.
3 Best Financial Services in Bolton, UK
Expert recommended Top 3 Financial Services in Bolton, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
THOMAS WHITING LTD REVIEWS
We recently worked with Stuart at Thomas Whiting to secure a better deal on our current buy to let mortgage. Stuart was amazing, he managed to fine me a great interest rate on a 5 year term, meaning I don't need to worry about the rising interest rates for a while. Thank you Stuart for making the whole process simple and easy. I would defiantly recommend anyone who is looking for a mortgage or life insurance to contact Stuart!
Roisin and Ash were so helpful in finding the right mortgage for me especially in difficult economic circumstances and when a few providers didnt like the details of my property, their expertise and patience was so welcome and appreciated. Would highly recommend. Personal, friendly and professional approach.
Cannot praise Ashley enough. Absolutely amazing service - he has been brilliant and made our stressful situation a lot easier. Always on hand for any questions we had! Thank you isn’t enough! 100% will be using in future if needed.
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'Capstone Financial Management Ltd' is a prominent financial planning firm in Bolton, led by Managing Director Daniel Healey. With a team of seasoned professionals, the firm offers comprehensive investment solutions and continuous services to support clients in reaching their financial objectives. Drawing on decades of collective expertise, the team delivers expert financial advice to private clients and business owners. They aim to collaborate with clients and their families, providing tailored financial plans that align with specific needs. Capstone Financial was established to empower its team of qualified financial advisers to excel in their core strengths: building client relationships, offering expert advice, and guiding families in crafting long-term financial plans. The firm's experienced financial planners in Bolton have access to diverse individual funds and risk-rated portfolios, ensuring a well-rounded approach by spreading investments across various asset types and countries. Whether clients seek investment for income, growth, or a combination, Capstone Financial Management Ltd delivers quality advice, comprehensive investment solutions, and ongoing service to achieve financial goals. The firm has expanded its reach with offices in Manchester, London, Leeds, Liverpool, Altrincham & Glossop.
UNIQUE FACTS:
• No Obligation Financial Consultation.
• Online Appointments.
• On-site Services.
• Ongoing Reviews.
• Individual Funds & Risk-rated Portfolios.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CAPSTONE FINANCIAL MANAGEMENT LTD REVIEWS
Alan Worthington took over the running of both my company and private pensions after my original adviser retired. He has continued the excellent work of the original adviser, and the outcome has exceeded what I was hoping for. We have an annual review of the pension, where Alan explains everything in detail, and I can contact Alan if and whenever I need to, which I think is very important. Alan has exceeded my expectations and I am very pleased with the service he has provided.
I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.
I've worked with the team at Capstone for a little while now and consider them to be a strategic partner. They look after many of our clients wealth managements, pensions, life insurance etc. Rob in particular has been fantastic. I'd happily recommend their services.
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Halcyon Financial Planning Ltd, led by financial planner Kevin Titmus, specializes in delivering comprehensive financial planning services tailored for business owners and successful individuals. The firm's core focus goes beyond mere investment returns; instead, they emphasize achieving a return on life. Their passionate commitment is to assist clients in identifying, attaining, and living the lifestyle of their dreams. The mission of Halcyon Financial Planning Ltd revolves around helping clientele pinpoint and realize their ideal life, overcoming any unexpected challenges that may arise. Through a profoundly personalized and sustainable approach to financial planning, they guide individuals in defining their perfect life and set them on a path to actualizing it. By taking care of the financial aspects, the firm ensures clients can look forward to a secure financial future for themselves and their families. At Halcyon Financial Planning Ltd, the belief in value-based advice is unwavering, accompanied by an uncompromising promise to provide clients with exceptional service that aligns with their financial goals and aspirations.
UNIQUE FACTS:
• Comprehensive Financial Planning.
• Capable Financial Professional.
• Provide The Best Possible Approach.
• Listens And Responds To Your Particular Issues.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HALCYON FINANCIAL PLANNING LTD REVIEWS
Kevin has been my financial adviser for the past 6 or 7 years. He is highly professional, gives sound advice and is very knowledgeable but above all listens and responds to my particular issues and concerns. I feel he is genuinely committed to helping me achieve my personal as well as financial goals. I would definitely recommend him!
We've been in good hands at Halcyon. Kevin went above and beyond to share his expertise and ensure we were comfortable every step of the way. Much appreciated and would very much recommend.
Kevin is an excellent adviser, who really gets to understand your financial position and your needs. Highly recommended.
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