our approach

Thomas Whiting Ltd approaches every client’s business as if it were our own. We believe our firm should be more than an advisor. We put ourselves in our clients’ shoes, align our advice with the clients objectives, and collaborate to help clients reach their financial goals. This builds deep and enjoyable relationships.

The right approach is necessary for the right outcome. Thomas Whiting Ltd Uses innovative Technology to help clients reach their goals and objectives.

Wide range of Investment options available to meet your needs

To help you achieve your financial goals, we 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 8,200+ Mutual Funds, 315 Investment Trusts and REITs, 1,100 ETFs, 5,500 Direct Equities

Our exclusive relationships help us get the best pricing possible.

Through partnering with investment experts, We can provide strategic options designed to achieve your goals.

These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.

Our Unique Planning tools ensure your Investment goals are realistic

By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.

We ascertain your risk profile through a number of methods and display these in a way that is easily understood. Our investment specialists also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.

We make it easy for you to control your finances

You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, ipad and Android).

You also have the ability to communicate directly and securely with your adviser through your client website.

This firm have a wealth of experience in all forms of financial advice. They managed to sort out my mortgage and find me a much better rate, as well as saving me money on my existing life insurance and home insurance. Would recommend and use myself again in future.

Gemma
Mortgage Client, Mortgage Client

Looking for Financial Advice?

Thomas Whiting Ltd. Registered Head Office: Thomas Whiting Ltd, Unit 2, The Studios, 318 Chorley Old Road, Bolton, BL1 4JU. Thomas Whiting Ltd is authorised and regulated by the Financial Conduct Authority. FCA register number 526095