Whites Financial Management Ltd

Independent Financial Adviser  19 Blacket Place, Edinburgh, City of edinburgh, EH9 1RJ
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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Simon White
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

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.

Where to find us

19 Blacket Place, Edinburgh, EH9 1RJ

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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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