3 Best Financial Services in Bolton

Expert-recommended Top 3 Financial Services in Bolton, UK. All selected financial services undergo rigorous 50-Point Inspection, assessing reviews, reputation, history, price, proximity, and more to ensure excellence. No Pay-to-Play!

CALL CONTACT

THOMAS WHITING LTD

318 Chorley Old Road, Unit 2,, Bolton BL1 4JU, UK Directions

Since 2002

Pension and Retirement Planning ISA Investment Trust OEIC Investment and Wealth Management Insurance Saving Accounts Will Planning Estate and Financial Planning Self-Invested Personal Pension Mortgages & Protection

Thomas Whiting Ltd is a family-run financial planning firm has 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. Contact them today to schedule a consultation for your financial planning.

Reviews | Play Video | Write a Review
Registration 04807040

Contact:

01204 840881

Mon-Fri: 9am - 8pm
Sat & Sun: Closed

TBR® Inspection Report:

CALL CONTACT

CAPSTONE FINANCIAL

120 Bark Street, 6th Floor, Bolton BL1 2AX, UK Directions

Since 2014

Inheritance Tax and Investment Planning Retirement and Financial Planning Estate Planning Corporate and Personal Protection Mortgages Shareholder Protection ISAS Employee Benefits & Director Pensions

Capstone Financial is an award-winning financial planning firm that provides clients peace of mind by ensuring their personal and business finances are well-looked. 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.

Reviews | Play Video | Write a Review
Registration 09225559

Contact:

01204 366300

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

TBR® Inspection Report:

Bolton financial services Halcyon Financial Planning Ltd image 1
Bolton financial services Halcyon Financial Planning Ltd image 2
Bolton financial services Halcyon Financial Planning Ltd image 3
CALL CONTACT

HALCYON FINANCIAL PLANNING LTD

20 Chorley New Road, Bolton BL1 4AP, UK Directions

Since 2018

Financial and Retirement Planning Business Planning Investments Mortgages & Pension Specialisation

Halcyon Financial Planning Ltd has a 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. 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. 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.

Reviews   |   Write a Review
Registration 11229293

Contact:

01204 588000

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

TBR® Inspection Report:

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.