Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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| Independent Financial Advisors in HalifaxWhitehill Financial Management LtdPersonalised advice at a time to suit you  Address: Althorpe, Norland Road, Upper Greetland, Halifax West Yorkshire, HX4 8PT Telephone: 01422 311553 E-mail: richard@whitehillfm.co.uk Contact: Richard Whitehill, Independent Financial Adviser in Halifax General information Whitehill Financial Management Ltd is a small IFA firm, directly authorised by the Financial Services Authority, run by me, Richard Whitehill. I am an Independent Financial Adviser with over 17 years experience of giving face-to-face advice in the Halifax and West Yorkshire area. I pride myself on providing personalised, tailored solutions to a vast range of personal financial scenarios in a down-to-earth, easily understood way. I usually see my clients in the comfort of their own home at a time to suit them. I consider myself to be a ‘general practitioner’ IFA, giving advice on all areas of financial planning, as I firmly believe that long-term financial planning can only be truly effective if all aspects are considered. In conjunction with this, I tend to work towards building long-term relationships with my clients, altering financial plans to suit changing circumstances, and building a long-term understanding of my clients’ needs, aspirations, and attitude to risk and reward. Areas of advice that I typically cover are: investments & savings, pre retirement, at retirement, mortgages, life insurance, health insurance, income protection insurance, and inheritance tax planning. I also advise on more complex cases, including Trusts, but this type of advice is typically included with the above areas as necessary. In addition, I am quite happy to assist small and medium sized businesses with any financial advice needs they might have, including pensions and staff benefits schemes. I also have links with accountants and solicitors to assist my clients if necessary. Initial meetings are free and without obligation in order to discuss your needs and how I might be able to help. Potential future costs and preferred payment method (fees or commission) are discussed at the initial meeting and are always agreed in advance. Tell us you found an Independent Financial Advisors in Halifax on SearchIFA. |
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