Whites Financial Management Ltd

Independent Financial Adviser  19 Blacket Place, Edinburgh, City of edinburgh, EH9 1RJ
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FCA authorised
Last authorised 29th June 2020
This financial solutions business has been built on trust and integrity over many years, and offers bespoke financial advice.
We can advise you on
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Annuity purchase
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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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SIPPs
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Stakeholder
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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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OEICs
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Unit trusts
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group income protection
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Group life insurance
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Stockbroking services
Meet our advisers
Simon White
Director
About us

We are a small friendly firm specialising in bespoke advice to individuals on Pensions and Investments. Financial Advisers should combine technical knowledge and experience with a professional and personal approach.
Simon White, an adviser since 1982, has the Advanced Financial Planning Certificate held by about 10% of advisers. Whites Financial Management was established in 1996. To maintain consistent service levels there are three qualified administrators with only Simon White giving advice.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

19 Blacket Place, Edinburgh, EH9 1RJ

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