Keith Whitehead - LJ Financial Planning Ltd

Independent Financial Adviser 2 West Barn, West Sussex, 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

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Pensions & retirement

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Pension consolidation

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Pension drawdown

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Pensions & retirement planning

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Pensions review

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Pensions transfer

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SIPPs

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Financial planning

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Wealth management

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Investments

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Ethical investments

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ISA / Unit Trusts / OEICs

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Investing for income

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Investment trusts

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OEICs

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Socially responsible investments

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Unit trusts

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Savings

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Lump sum

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Regular savings

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Savings for children

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School fees planning

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Tax & trust planning

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Capital gains tax

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Estate planning

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Taxation planning

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Response rating

7.0/10

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FCA authorised

Last authorised 27th June 2022

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: 2 West Barn Home Farm, Hollycombe, Liphook, GU30 7LR

Service coverage

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Preferred clients

Minimum wealth (income/assets)

£51,000

Minimum pension value

£51,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

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FCA authorised

Last authorised 27th June 2022

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