Keith Whitehead - LJ Financial Planning Ltd

Independent Financial Adviser  3 West Barn, West Sussex, Liphook, GU30 7LR
First meeting at adviser's own cost
Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.7/10
check
FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Keith Whitehead
Financial Adviser
About us

Keith who would be your financial adviser is a very experienced investment professional whose career began in the City in 1987. He has worked with private individuals, families including those arriving from overseas, corporates, charities and Clinical Negligence cases over this time.

Where to find us
Head office address: 3 West Barn, Home Farm, West Sussex, Liphook, GU30 7LR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.7/10
check
FCA authorised
Last authorised 22nd February 2021

Similar advisers near you

Independent Financial Adviser 0 mi
Independent Financial Planners, specialising in pensions, investments and retirement planning.
 
Independent Financial Adviser 0.32 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.4 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes.
 
Independent Financial Adviser 0.61 mi
Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both