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Tel: 0131 225 6544 | Email: info@whitesfm.co.uk

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions

When do you want to retire and how much income will you need?
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Investments

Are you making the best use of any spare capital or surplus income?
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OUR PEOPLE

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our 'Contact Us' page.


Simon White
Simon White, Director
Tel. 0131 225 6544
Email. infowhitesfm.co.uk
Simon's professional qualifications are BA Hons (Economics), and Dip PFS. He was one of the first ever advisers to obtain the Financial Planning Certificate, which is referenced 0000037.

Financial advice involves discussing and setting financial goals. An adviser's experience in understanding the approach to take, particularly in terms of priorities is absolutely paramount to make sure any financial plan (which should be designed to run for many years) is successful. Selecting a financial adviser with an appropriate level of experience and an ability to explain complicated issues in an understandable format is essential.

Simon started work as a graduate trainee in accountancy at Scottish & Newcastle brewery, working on the site now occupied by the Scottish Parliament. In 1982 he started giving financial advice, gaining experience with a range of financial institutions and established Whites Financial Management in 1996. Since inception Whites Financial Management have never employed other advisers to maintain consistency of advice.

Whites Financial Management is a small business providing bespoke advice to a limited number of clients - a very successful business model as reflected by the stability of both staff and clients with staff at Whites Financial Management having 40+ years’ service with the company. Experience. Experience. Experience!

For more information on Simon White, see details under "The Director".
Caroline Porter
Caroline Porter, Office Manager
Tel. 0131 225 6544
Email. carolinewhitesfm.co.uk
Caroline joined our small team in August 2015. Caroline brings a wealth of experience having previously worked for 7 years with another firm of independent financial advisers. She has worked in the financial services industry in Edinburgh since 1990. Caroline recently became Office Manager after Janice retired in April 2022.
Lesley Blackie, Client Support
Tel. 0131 225 6544
Email. lesleywhitesfm.co.uk
Lesley joined our small team in March 2022, having worked in various roles in Financial Services over the last 10 years.

For more information please take a look at our 60 second interviews.

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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 29/03/2024 at 12:00 PM