White Horse Financial Services

White Horse financial services was established with the aim of providing honest advice to local people.

Having worked for a number of other firms, I felt that there was a place for clients to be treated as individuals rather than as a policy number and where, over time, I would get to know them and their wishes and wants and where they would have a proper adviser rather than someone who only turned up when it was time to sell them something.

The majority of clients are at a stage in their lives when they are approaching retirement or have already stopped work or moved to working part-time. This often means that other financial priorities have taken the place of mortgages, school fees and regular savings. As a result, I have developed considerable experience in:

* Planning to mitigate Inheritance Tax to pass on wealth to future generations

* Arranging the most appropriate way to convert pension savings into pension income

* Managing lump-sum Investments whether for an extra income or for cautious growth

* Sourcing life-long funding for private long-term care

* Working with individual lay trustees as well as professionals to ensure they meet the requirements of the Trustee Act (2000)

I also work with local business owners and their accountants on matters such as pensions and insurance plans that will protect the business’ future in the event of the ill-health or death of one of the owners.

I have been accredited by my professional body as a Later Life Specialist which recognises that much of my work is with more mature clients and their families, and I have been vetted and approved by the AgeUK London business directory. 

If you like the sound of working with an adviser who puts your interests first (no ‘sales targets’ here) and who aims to treat you like he would like to be treated himself, then have a look around the website, pick up the phone or drop me a line (post or email). The first consultation is on me, and will give you a chance to see how I might help you.

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