About Us

 

Whitefoord LLP is a wealth management firm providing investment and consultancy services to meet our client’s individual needs.

Established at the start of the new Millennium as a wealth management firm with investment at its core, we take pride in our unique approach to the ever changing financial climate.

We have our own investment management, research and operations teams who provide personalised strategies with impeccable attention to detail and service quality. Central to our investment approach is assessment and control of risk. Over the past two decades we have developed a consultancy team to guide clients, working seamlessly with our investment managers, providing transparent financial management of all aspects of our clients’ needs and objectives.

The Partnership was founded on a few simple principles which we still live by today:

  • Know what you are talking about and make it comprehensible
  • Find out your Clients’ needs, aspirations and realistic expectations
  • Only promise what you can deliver
  • Make sure you deliver what you promise

Our Consultancy Team offer a comprehensive approach to wealth management, taking a holistic view of a client’s financial situation and requirements. Considerable personal attention is given to ensure that any arrangements put in place not only match personal objectives, risk appetite and circumstances, but also reflect Whitefoord’s view of the investment opportunities available.

About Us
About Us

We have in-house ISA and pension tax wrappers and can arrange other tax structures from external providers. We aim to optimise suitable tax planning.

The powerful combination of our expert team of Consultants and Portfolio Managers, backed by our Investment Research Team and efficient administration from our Operations Team is directed to the provision of highest quality financial services.