White Horse Financial Services, 1 Bromley Lane, Kent, Chislehurst, BR7 6LHMake an enquiry
Whether working for private clients or alongside accountants and solicitors for business and trustees, with over 30 years experience, I provide bespoke financial planning, and "Treating people fairly" is at the heart of what I do.
I like to work with mature clients who appreciate that good advice and financial planning is not all about "the money" but about meeting their goals and aspirations - both in terms of their own lifestyle and planning for those that they will one day leave behind.
My clients enjoy having a long-term relationship with an adviser who takes the time to understand them and their financial goals.
Located in Chislehurst, Kent, most of my clients are drawn from the local areas of Keston, Bromley, Petts Wood, Orpington, Blackheath and Bexley as well as Chislehurst itself.
With first-hand experience of the funding issues surrounding residential care, I work with clients and their families to research the best ways to meet the fees payable to private homes to ensure that the money will not run out.
Explaining the benefits and pitfalls of Pension freedoms - Drawdown, Annuities etc. making sure you make the right decision.
Helping you manage your inheritance or existing investment portfolio for whatever reason you have in mind.
Effective Inheritance Tax planning, including making full use of all the various allowances available so you can pass on your wealth to your friends and family.
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