Whitebridge Financial Planning

We aim to use our knowledge and experience to provide a thoroughly trustworthy and professional service that our clients really value. Areas We Specialise In Choices at Retirement – Proposed rule changes give you a great deal more freedom in how you can access your pension funds; this means that getting good advice is even more important. Our retirement specialist John Welsh can help you understand the value of your existing pensions and advise you on the best options to provide for you in retirement whether this is an annuity, drawdown or an alternative income option. Reviewing Existing Pensions & Investments – Getting your existing plans reviewed will ensure they are invested in the optimum places for you to make money whilst at the same time controlling risk. Ensuring that you are getting value for money out of the charges you are paying is also a very important part of this process. Mortgages & Protection – Our independent mortgage and protection adviser David Harrod has over 30 years’ experience in advising clients on their mortgage and life insurance needs. Wealth & Investment Planning – The first steps in investing is determining what an individual investor’s aims are together with quantifying the period of investment, flexibility needed and risks. We have robust processes in place to ensure we protect the value of your wealth as well as aiming to grow it.

Address: 9 Sinderby Close, Gosforth, Newcastle upon Tyne, NE3 5JB, United Kingdom

Phone: +44 191 213 6947
FAX: +44 191 285 0268