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.
19 Blacket Place, Edinburgh, EH9 1RJ
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