Whites Financial Management Logo

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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 WHITES Financial Management Ltd

OUR APPROACH

Whites Financial Management Ltd will help you to make the most of your finances. Recommendations will only be submitted to you once your objectives are understood by our only financial adviser, Simon White. Whether you need more information on the risks involved or need to make your existing investments including pensions work better for you, you can trust us to find the most appropriate solution. 

We offer a bespoke financial advisory service.  Pension and investment advice is our forte.  Our financial advice will seek to fulfil your objectives on pensions, taxation and investments. 

Whatever your financial situation, we have the knowledge, experience and staffing to make sure the correct decisions are made at outset and regularly reviewed in the future. Simon White, the only adviser in the firm, has been providing investment, tax & pension advice since 1982, so you can rest assured you are in experienced, capable and caring hands.

Our Range of Financial Services Includes: 

  • Pension Planning
    When do you want to retire and how much income will you need? Are your pension schemes correctly structured in terms of contributions, contracts used and risk strategy?  Pensions are a very tax efficient way of saving for retirement.  
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?  Could you benefit from investment advice?  
  • Tax Planning
    Do your finances have the best structure to avoid unnecessary exposure?

          The Financial Conduct Authority does not regulate tax advice.

  The General Insurance Services made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

  MISSION STATEMENT

This financial solutions business works with individuals on a one-to-one basis giving bespoke financial advice.  We work in partnership to help our clients make the best decisions to achieve their financial goals. Our greatest reward is our clients' peace of mind.


 


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

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