Welcome to Whitewell Financial Planning
We exist to help you make better, more informed financial decisions that benefit you and the people you care about.
Let’s face it, “financial planning” can be an absolute minefield. Not only do you get mixed messages from the media about what you should do with your money, but there’s also a whole load of “armchair experts” giving you their two cents on what you should do too. It doesn’t have to be that way.
How we can help:
In the busy and chaotic world we live in, sound financial planning and advice can help you answer life’s key financial questions:
- How much is enough?
- Will I run out of money?
- When can i retire?
- What if i die or become unable to work?
Those are the questions we can help you answer at Whitewell.
We don’t dress it up. We don’t sugar coat it.
We provide clear, concise and easy-to-understand advice to help you get the peace of mind that comes when you know that your money is working as hard as you need it to.
One of the key things we believe in at Whitewell is that there’s no “right answer” across the board. What works well for one person, won’t necessarily work well for another, which is why we take time to understand our clients – their pains, problems, frustrations, dreams, beliefs, values and hopes – in order to ensure we arrive at a bespoke solution that suits your needs.
If that sounds good to you, then the best thing to do is schedule a no-obligation telephone conversation. We can get to know each other better, we can understand your situation better and you can get a feel as to whether we’re the right solution for you.
Give us a call now on
WHY CHOOSE WHITEWELL?
- Gives you an informed choice.
- Expert advice and guidance.
- Independent research and advice.
- More confident decision making.
- Financial planning and advice that you can understand.
AREAS WE SPECIALISE IN..
- Financial Planning
- Investment
- Retirement Planning
- Divorce
- Pension Transfers
Whitewell have a broad range of bespoke plans right for you see our whole range here
What Our Clients Say...
His fees are clear and the rationale underlying his advice was explained very well...
“I thought I understood the products I had/have and what best to do with them. I didn’t. Phil highlighted which had guaranteed annuity rates, which did not and mapped a strategy for maximizing the benefit from those in accord with my attitude to risk and overall retirement strategy. He reviewed my portfolio of savings and investments and some were repositioned; again in accord with my risk profile. His fees are clear and the rationale underlying his advice was explained very well. He challenged some of my long held views which was refreshing. I have since realigned some of those views.”
Robin Unsworth – Bolton
My Promise
“If after working with us you do not feel that you have received the necessary value then you do not pay. 100% satisfaction guaranteed.”
