Thomas Whiting (Financial Services) Ltd

Thomas Whiting (Financial Services) Ltd A Family Firm of Financial Advisers offering Advice on Pensions, Investments, mortgages, protection

Financial Advising Service: Pensions,Retirement Planning, Investments, Insurance, Protection and Mortgages. We choose the most suitable product for you from the whole market, unlike high street banks.

Heard of the pension 'Carry Forward' hack? ⚡ Use unused allowances from the last 3 years to boost your pension and get e...
03/06/2026

Heard of the pension 'Carry Forward' hack? ⚡ Use unused allowances from the last 3 years to boost your pension and get extra tax relief. It’s 'use it or lose it'; don't miss out! DM us to check your limit. 📈

Don't let the 2027 'Double Tax' trap catch you out! 🪤 Combining IHT and income tax could slash your pension by 67%. You ...
02/06/2026

Don't let the 2027 'Double Tax' trap catch you out! 🪤 Combining IHT and income tax could slash your pension by 67%. You have until April 2027 to review your options and protect your legacy. Calm planning starts now. ☕️

UK Finance Q1 data shows RIO mortgages are on the up while lifetime mortgages dip! 📈 For the 55+ crowd, RIOs offer great...
01/06/2026

UK Finance Q1 data shows RIO mortgages are on the up while lifetime mortgages dip! 📈

For the 55+ crowd, RIOs offer great flexibility and help keep costs down. A modern way to manage your home & future. 🏡

Good news for your retirement! 🚀 The new Pension Schemes Act could give your pot a £29,000 boost through better consolid...
29/05/2026

Good news for your retirement! 🚀 The new Pension Schemes Act could give your pot a £29,000 boost through better consolidation and investment rules. It’s a great time to check in on your future. 💰

HMRC forgot how to count? 🤦‍♂️ 1.7 million pensioners were overcharged due to a tax blunder. Don’t just trust those pre-...
29/05/2026

HMRC forgot how to count? 🤦‍♂️ 1.7 million pensioners were overcharged due to a tax blunder. Don’t just trust those pre-filled self-assessment figures; check your maths! We’re here to help keep your retirement tidy.

Moving in 2026? It’s a marathon! 📦 With moves taking around 7 months, a 'marathon mindset' is key. Stay ahead by keeping...
22/05/2026

Moving in 2026? It’s a marathon! 📦 With moves taking around 7 months, a 'marathon mindset' is key. Stay ahead by keeping your mortgage offer valid and planning early. We’re here to get you home! 🏠

Is your house your real pension? 🏠 UK retirees hold 3x more wealth in property than pensions (£2.92 trillion!). Bricks a...
21/05/2026

Is your house your real pension? 🏠 UK retirees hold 3x more wealth in property than pensions (£2.92 trillion!). Bricks and mortar are often the 'emergency' fund. How does property fit into your plan? Get in touch to discuss.

The Pension IHT clock is ticking. 🕰️ Under the Finance Act 2026, unused pensions won't be the tax-free haven they used t...
21/05/2026

The Pension IHT clock is ticking. 🕰️ Under the Finance Act 2026, unused pensions won't be the tax-free haven they used to be from 2027. Gifting now could be a smart move for your family's legacy. Let's chat. 🤝

A pay rise is great news, right? 📈 Not always. Crossing into a higher tax bracket can mean losing more than you gain thr...
15/05/2026

A pay rise is great news, right? 📈 Not always. Crossing into a higher tax bracket can mean losing more than you gain through 'fiscal drag.' Don’t let a bonus become a burden. Let’s chat about making your money work smarter. 💼

Off on holiday soon? ✈️Before you pack the SPF, check your family’s protection. Reviewing your life insurance now means ...
14/05/2026

Off on holiday soon? ✈️

Before you pack the SPF, check your family’s protection. Reviewing your life insurance now means peace of mind while you're poolside. Don't leave your family's future to chance.

Address

Unit 2, 318 Chorley Old Road
Bolton
BL14JU

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm

Telephone

+441204840881

Website

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