Investments

How Investments work with us…

At Thomas Whiting Ltd we understand that our clients usually want two things from their investments, to reduce risk and maximise their returns. Our Firm’s platform of choice is the True Potential Platform. This platform caters for the majority of our clients and allows us to utilise technology and have complete synergy with our back office systems. However if the platform is unsuitable for a particular client we also have the option to choose from the whole market in order to suit the clients needs.

Thomas Whiting Ltd therefore offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online. With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax rules can change at any time.

Different Options of Investment Accounts…

A good way to understand investments is to imagine it in three layers. The first layer is the underlying investment itself. it will fall into one of four classes.

  • Shares
  • Bonds
  • property
  • cash

Looking for Pension 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