BEST RATED » BOLTON » FINANCIAL SERVICES

The Best Financial Service in Bolton

Hand-picked top 3 financial services in Bolton, UK. 50-Point Inspection includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!

THOMAS WHITING LTD

1 Saunton Avenue, Harwood, Bolton BL2 4HL

Since 2003

Pensions Planning, Investment Management, Life and Critical Illness Cover, Income Protection and Mortgage Protection, Retirement Planning, Risk-Based Strategies, Wealth Management Solutions, Investment Trusts, Investment Portfolio & Financial Planning

Wide Range of Investment Options Available to Meet your Needs ● To Help you Achieve Your Financial Goals ● They Can Invest your Capital within Innovative Risk-Based Strategies from Several Leading Investment Managers or Choose to Construct a Bespoke Plan Using the More than 8200+Mutual Funds, 315 Investment Trusts and REITs, 1100 ETFs, 5500 Direct Equities

Registration 04807040

tom@thomaswhiting.co.uk

thomaswhiting.co.uk

Reviews

Mon - Fri 9:00 am - 7:00 pm
Sat & Sun Closed

TBR® Inspection Report

MACFARLAINE AND BROOKS IFA LTD.

1st Floor, Bayley House, St George's Square, Bolton BL1 2HB

Since 2013

Retirement Planning and Pension Advice, Family Income Benefits, Life Cover, Investment Portfolio, Risk Management Advice, Wills and Estate Management, Saving Planning, Cash ISAs (Individual Savings Accounts), Holistic Advice Options, Regular Savings Planning, Company Insurance Advice, Key Person Insurance, Life Insurance & Critical Illness Planning

Each of their Advisers is a Specialist in at Least One Area of Financial Advice ● Offer Free Initial Consultations ● Bespoke Advice to Find the Savings Plans and Investments that Work Best to Help You Get Where You Want to Go ● They will Come Up with a Retirement and Pension Plan to Give you a Shot at Achieving your Retirement Goals

Registration 08768736

info@mb-ifa.co.uk

macfarlainebrooks.co.uk

Reviews

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report

CAPSTONE FINANCIAL MANAGEMENT LTD

69 Chorley Old Road, Bolton BL1 3AJ

Since 2003

Retirement Planning, Self-Invested Pension Planning, Maximising Your Pension Fund, Investing for Income, Income Solutions, Unit Trusts, Discretionary Fund Management, Asset Allocations, Investment Portfolio, Individual Savings Accounts, Philanthropy and Charitable Giving, Investment Bonds, Estate Planning, Offshore Investments, Banking & Mortgages

Delivering Exceptional Financial Advice to Help you Achieve a Secure and Independent Financial Future ● Specialises in Insurance and Corporate Lending ● Wide Range of Global Asset Types and Choose Fund Managers with Different Investment Styles to Create a Balanced and Diversified Investment Solution ● Offers Extracting Profits from Director-Owned Businesses in a Tax-Efficient Manner ● Serves in Altrincham, Bolton, Glossop & More

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capstone-financial.co.uk

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report