3 Best Financial Services in Bolton

“Thomas Whiting Ltd is a family-run financial planning firm in Bolton. They serve 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. Contact them today to schedule a consultation for your financial planning.”

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“Capstone Financial is an award-winning financial planning firm in Bolton. Daniel Healey is the managing director of the firm. At Capstone Financial, the team provides clients peace of mind by ensuring their personal and business finances are well-looked. 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.”

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“Halcyon Financial Planning Ltd is an independent financial planning firm in Bolton. Kevin Titmus is the firm's financial planner with over 25 years of experience in the financial services profession. He is all clients' main point of contact and focuses on enhancing and improving their circumstances while streamlining internal processes. The team at Halcyon Financial Planning Ltd exists to make a difference, and it is important to them that clients feel they add value to their lives. They believe in this so strongly that they'll never ask you to commit to their services until you've personally experienced this value. As an independent firm, they can recommend products from the entire financial market, allowing them to choose solutions that more closely fit your needs.”

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