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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. Only the bee's knees!

CAPSTONE FINANCIAL MANAGEMENT LTD

69 Chorley Old Road, Bolton BL1 3AJ DIRECTIONS

Since 2003

Here’s The Deal:
'Capstone Financial Management Ltd' is one of the prominent financial planning firms in Bolton, England. The firm offers expert financial advice to private clients and business owners. Their goal 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 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 services to assist you in achieving your financial goals. They offer tailored financial plans to your specific needs. You can also get a no-obligation financial consultation. Capstone Financial Management Ltd has offices in Manchester, London, Leeds, Liverpool, Altrincham and Glossop.

SPECIALITY:
Contingency, Estate, Income, Retirement and Investment Planning, Unit Trusts, Investment Bonds, Wealth and Discretionary Fund Management, Offshore Investments, Mitigating Tax Liabilities, Corporate Services, Banking & Mortgages

Registration 09225559

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capstone-financial.co.uk/...

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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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, UK. They are dedicated to delivering excellent financial planning to their clients. Sarah Woodward and Tom Lanigan are professionals at Cheetham Jackson Ltd. Their clients obtain benefits from their access to leading investment and fund managers from the whole of the investment market. They help people take control of their financial planning by working with their customers to empower them with information, education and understanding and then applying it to assist them in achieving their unique financial planning goals. 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:
Shares, Investment, Bonds and Gilts, Pensions, ISAS and Other ‘Tax-Efficient’ Plans, Inheritance Tax Planning, Wealth Management, Retention & Preservation

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cheethamjackson.com/who-w...

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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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. The firm offers a wide range of investment options and financial plans. 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 the founder and independent financial adviser of 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, Self-Invested Personal Pension, Home and Buildings Insurance, Saving Accounts, Financial Planning, Mortgages & Protection

Registration 04807040

[email protected]

thomaswhiting.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: