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
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
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