Welcome to Whiteleys Financial Services LLP
It is critical to recognise the need for professional advice and guidance in order to realise your financial objectives, and essential to have coordinated planning and assistance in the management of your personal finances and taxation affairs.
Are you confident that you can attain your financial objectives? We offer a comprehensive financial planning service for all your investment and protection needs:
- Retirement & Pension Planning
When do you want to retire and how much income will you need? Is your retirement income planning on target? Are you confused by the myriad of options available and legislation?
- Life Assurance
Is your family adequately protected in the event of death or serious illness?
- Income Protection
Have you considered the financial impact of being unable to work due to accident or ill health?
- Investments/Regular Savings
Are you getting the best return from your investments and regular savings? Are you using your tax exemptions and allowances?
- Inheritance Tax Planning
Will the taxman be a significant beneficiary of your estate? Do you wish to preserve your assets free from inheritance tax?
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail us or use one of our contact forms.