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BEST RATED BOLTON, UK FINANCIAL SERVICES

3 Best Financial Services in Bolton, UK

Expert-recommended Top 3 Financial Services in Bolton, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Thomas Whiting Ltd
Thomas Whiting Ltd
Thomas Whiting Ltd
Bolton financial services Thomas Whiting Ltd video
8+ YEARS IN TBR
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THOMAS WHITING LTD

(4.8 Score)
318 Chorley Old Road, Unit 2, The Studios, Bolton BL1 4JU, UK Directions

Since 2002

Speciality:

✓ Pension and Retirement Planning ✓ Investment Advice ✓ ISA ✓ General Investment Account ✓ Onshore Investment Bond ✓ Offshore Investment Bond ✓ Investment Trust ✓ Open-Ended Investment Companies (OEICs) and Unit Trusts ✓ Investment Advice Charges ✓ Wealth Management ✓ Pension Transfers and Consolidation ✓ Independent Mortgage Advice ✓ Buy-to-Let and Landlord Mortgages ✓ First-Time Buyer Support ✓ Remortgage Solutions ✓ Protection and Life Insurance ✓ Critical Illness Cover ✓ Income Protection ✓ Inheritance Planning ✓ Tax-Efficient Investing ✓ Financial Reviews ✓ Equity Release Advice ✓ Business Protection Planning ✓ Retirement Income Strategies

“Thomas Whiting Ltd is a family-run financial planning firm that serves 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. You can contact them today to schedule a consultation for your financial planning.

2025 Update: Thomas Whiting Ltd is a trusted, independent financial advice firm that offers clear, personalised advice tailored to your goals. The company is FCA-authorised and regulated. They provide personal, face-to-face or remote financial advice and transparent fees. They are trusted by clients across the UK.”

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Registration 04807040

Contact:

01204 840881

Mon-Sun: 9am - 5pm

TBR® Inspection Report:

Capstone Financial
Capstone Financial
Capstone Financial
Bolton financial services Capstone Financial video
8+ YEARS IN TBR
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CAPSTONE FINANCIAL

(4.8 Score)
120 Bark Street, 6th Floor, Bolton BL1 2AX, UK Directions

Since 2014

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Employee Financial Wellbeing ✓ Access to Specialist Banking and Mortgages ✓ Intergenerational Wealth Management ✓ Inheritance Tax ✓ Gifts ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Later Life Planning ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategies ✓ Using Retirement Income Across Generations ✓ Whole Family Protection ✓ Stepping Onto The Property Ladder ✓ Investing On Children’s Behalf ✓ Future-Proofing Your Wealth

“Capstone Financial is an award-winning financial planning firm that provides clients peace of mind by ensuring their personal and business finances are well-managed. Daniel Healey is the managing director of the firm. 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.

2025 Update: Capstone Financial is owned by a team of experienced professionals who have been delivering expert financial advice for decades. You can contact them to book a no-obligation initial consultation.”

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Registration 09225559

Contact:

01204 366300

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

TBR® Inspection Report:

Kilbrin Financial
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KILBRIN FINANCIAL

(4.8 Score)
71 Chorley Old Road, =, Bolton BL1 3AJ, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bond ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“2025 Update: Kilbrin Financial is solely focused on achieving clients' financial aspirations. Robert Campbell is the director and chartered financial planner of the firm. The team specialises in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. They believe that building long-term relationships with their clients is central to everything they do. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. Their chartered financial advisers specialise in business owners, pensions and high net worth individuals.”

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Communication and Education Award – Winner – Better Society Awards in 2025
Wealth Management Company of the Year – Winner – City of London Wealth Management Awards 2025
Customer Relationship Excellence – Winner – Financial Services Eagles Awards 2025

Contact:

01204 913848

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

TBR® Inspection Report:

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THOMAS WHITING LTD REVIEWS

I would 100% recommend Thomas Whiting Ltd. From the very beginning of our process Roisin was amazing. She explained in great detail all the options available for us and even went and seeked alternatives. No problem was to big. I heard about this company online and I'm glad I did. Roisin and Ashley from the start to end where fantastic and I look forward to using them again in the future. If you want a great, professional, friendly service with great outcomes this is the business you need. I can't thank you enough for all your help and putting our minds at ease knowing we have life insurance put in place for our family. Thank you so much.

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.

Danny Salmon has worked his magic yet again! Fast turnaround from discussing our remortgage on the Thursday night & mortgage offer a week later. This is the 3rd remortgage Danny has done for us and he always secures us the best deals. Highly recommend Danny & wouldn’t use anybody else.

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CAPSTONE FINANCIAL REVIEWS

I was recommended to see Debbie Newman about my pensions which I have been putting off sorting for years feeling overwhelmed with what I had, all my options and if I would have enough to even retire. Debbie didn’t disappoint, making what I thought was complicated, understandable and less daunting. She spent time to really get to know me and my future goals, she was friendly and very knowledgeable. I now feel confident with the plan we have put together and wish I had met her much sooner. I would definitely recommend Debbie and Capstone Financial for anyone looking for financial advice.

I have been a client of Capstone Financial for the past 2 years receiving pension advice in the past year from Alan Worthington for myself and more recently my husband and daughter have also become clients. Alan takes the time to explain things clearly and to go over the information at the right level for us. I would recommend them for any financial advise as they make it accessible and understandable.

Had the pleasure of dealing with Capstone through Alan Worthington Helpful, friendly and very professional .Alan helped me with advice and guidance with an issue over pensions, turned what was a very stressful and complicated issue into a solution. I can honestly recommend using this company. Alan was understanding, polite and very easy to communicate with, explaining in detail everything i needed. Very professional.

KILBRIN FINANCIAL REVIEWS

Highly recommend Avi after helping me sort out my pension — something I’d been putting off for too long due to not knowing where to start. From the first phone call, she was always available , explained everything in a way that actually made sense to me and made the whole process way more easier than I thought it would be. If you’re looking for someone who’s knowledgeable, clear with their advice and always helpful then I’d 100% recommend Avi.

Very impressed with Phil! Ive been meaning to get a financial adviser for a while but Im not the best myself with these things and was a bit scared that I would feel stupid and not understand anything. Phil is easy to talk to, explains things well and never laughs at my silly questions. He made me feel very comfortable straight off the bat.

I have been hugely impressed by the level of service and advice I have had from Kilbrin, in particular the careful handling of my pension and the regular updates. Have felt a priority throughout the process and have recommended Kilbrin to family members already. BIG thank you to Callum and Tom.

TBR® Inspection Score Report

THOMAS WHITING LTD Total Inspection Points: 116/120
Business Hours: 9
License: 9
Current Evaluation: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10

TBR® Inspection Score Report

CAPSTONE FINANCIAL Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Real Discounts: 10
Website Standard: 10

TBR® Inspection Score Report

KILBRIN FINANCIAL Total Inspection Points: 114/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Review Analysis: 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10
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