Financial Planning

Every Client is unique with different needs and aspirations. We will help you understand your options and assist in making financial arrangements best suited to your personal circumstances. Our advice will be no less rigorous if it emerges that you would be better served by remaining with an existing product or manager.

The advice process for new Clients comprises a number of important stages. The first is to understand fully your financial position and personal objectives. This is for your benefit, as it will mean that we can recommend the approach we feel best suited to your needs.

A face-to-face meeting is highly recommended so that personal requirements, the service we provide and potential costs can be discussed. This meeting also allows any initial questions or concerns to be covered. We do not charge for this first meeting and there is no obligation at this stage.

Should you decide to progress to the next stage, a detailed appraisal will be prepared, which will set out the current financial position. It will set out our recommendations for the most appropriate Whitefoord strategy consistent with your objectives.

Financial Planning