We understand that when it comes to your money, it needs to work hard for you. There is little benefit in trading investments too often if it becomes expensive, but you need to keep an eye on things to ensure you keep the best investments. Likewise, investing in banks will offer little protection against inflation, which is presently running higher than most interest rates offered to savers.
There’s plenty of clever ways in which people can manage their wealth, but knowing who to trust to find the best options can be very difficult. That’s why finding the best independent financial adviser to help you is so important, simply because it can be so beneficial, financially speaking.
At The Whitehall Partnership our professional experts provide financial advice to individuals, trustees and businesses with the upmost integrity. We understand financial planning is complex, which is why our services are designed to make life easier for you. Our distinctive approach allows us to build long-term financial relationships that puts our clients at the centre of everything we do. We provide independent financial advice in plain English and make sure our clients are kept up to date, enabling you to take advantage of every financial opportunity.
As an independent financial adviser, we provide a wide range of services including, retirement planning, investments along with estate planning and inheritance tax. We are committed to making sure you get the best advice possible in specific and highly technical areas. If your circumstances require additional expertise, we will consult you and if necessary introduce a specialist colleague.
We all prefer to do business with people we trust, which is why our first meeting is provided free of charge. You can decide if we are the right kind of adviser for you without any obligation and we only take matters forward with your permission.
Following this first meeting, we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services. We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.
For more information about all our services please browse through the website.