Welcome to WHITES Financial Management

I established my business in 1996 although prior to this I was employed by a number of financial firms which means that I have been giving advice since 1982. Knowledge combined with experience are both essential if financial advice is to be satisfactory. I always invest considerable time with each prospective client to establish the optimum way to move forward.  Whilst this is time consuming, this strategy avoids an over-reliance on impersonal technology driven solutions.

My office in Stafford Street (just along the road from Charlie Miller) is in the heart of the West End of Edinburgh.  I employ two support staff, Caroline who is the Office Manager and Lesley our Client Support Administrator. A staffing ratio of one adviser to two administrators is unusual in financial services as usually there are more advisers than support staff. My approach demonstrates our commitment to providing a comprehensive service to all of our clients.

In October 2024 Whites Financial Management entered into partnership with the Fairstone Group Limited, a national financial advisory and wealth management group to ensure that there is limited disruption when I eventually retire (probably in four years' time).  We will continue to operate from our offices in Stafford Street with no change to the office personnel but with the additional services available from a much larger organisation.

Fairstone are independent so are not tied to any specific products/providers offering both financial strength and stability as well as access to the investment expertise of Fairstone Private Wealth. You can find out more about Fairstone by visiting www.fairstone.co.uk. You will see that on Trustpilot they have had nearly 11,000 reviews with an average score of 4.9 out of 5. Objective views are always the most powerful.

If you are based in or near Edinburgh and wish financial advice tailored to your needs, I may be able to help you. Every client is different, so the first step is for me to understand your background, personal circumstances, needs and aspirations.  If you wish assistance on pensions, investments or tax planning, please e-mail me on info@whitesfm.co.uk or give my office a telephone call on 0131 225 6544.

Simon White

Independent Financial Adviser

Whites Financial Management, 29 Stafford Street, Edinburgh EH3 7BJ
Telephone number: 0131 225 6544

Whites Financial Management is a trading name of Fairstone Financial Management Limited. Fairstone Financial Management is authorised and regulated by the Financial Conduct Authority (FRN 475973). Registered in England and Wales (Company Number 05574120).

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.