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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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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Wealth management
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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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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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Capital gains tax
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Estate planning
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Taxation planning
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
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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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