TESTIMONIALS  

Treating Customers Fairly is embedded within the culture of Whites Financial Management. Since 2008, we have regularly reviewed client servicing, with a view to continually improving our service.  Detailed below is a selection of comments by both clients and external professionals.

CLIENT COMMENTS 

“as well as benefitting financially from the use of your services over the years we've always enjoyed our one to one contacts and…..the good natured discussions as well as the Christmas greetings”

N.F. June 2021

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"We’d both like to thank you and your team for the way you handled our recent transactions. As “pensioners” we have to consider every financial decision with care and are totally confident in the way Whites handles our investments".

J.H. August 2021

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“I have now, at last, found an adviser that I can trust.  From experience, financial advisers are not all trustworthy”

J Hendry, BDS, Buckie

“As a nervous investor I very much appreciate Simon’s clear explanations and patience.  I have never felt rushed into a decision and he keeps on explaining until he is sure I understand.  Having had one previous bad experience with another IFA, Simon White is extremely professional and has my complete trust”

H.H. Edinburgh

“Very impressed with clear and concise explanations.  Finally have an understanding of what I have and why”  

Paul Aitken, Perthshire

"my wife and I have appreciated the assurance we have had in the knowledge of your expertise and advice"

I.S. July 2021

"I would like to thank you and your colleagues for the professional advice and direction over the years and my only regret is that I did not start off with Whites Financial Management many years earlier.

M.R.H. June 2021

EXTERNAL CONSULTANT EVALUATION

We employ a firm of external consultants, ThreeSixty Services, who, amongst other roles, carry out a full audit of our systems, controls and client communication once a year.  

A recent audit report was carried out by a consultant who previously worked at the Financial Services Authority, and their conclusion was:

"Overall it is evident that your firm has very high standards. The time devoted by Janice in assisting you in putting the necessary systems and controls in place and resolving identified issues has been beneficial and is reflected in the firm's overall position and the general ethos shown throughout the firm to get things right and to ensure that the client is at the forefront of what you do. You have a very enthusiastic professional team, all of whom are clearly on board to deliver the firm’s business strategy".