Whites Financial Management Ltd

Whites Financial Management Ltd is authorised to provide the following areas of advice: Life Insurance/Protection; Investment Advice; Pensions & Retirement Planning; Estate Planning

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Whites Financial Management Ltd
Whites Financial Management Ltd

Whites Financial Management is a small business. Simon believes that it is impossible to decide on the most appropriate financial solution without a full appreciation of each client's personal and financial background. Client meetings, therefore, involve both personal and business chat. An understanding of, and empathy with, each client's circumstances and aspirations is essential in the advice process. Inevitably this means that Simon invests much time with each client, particularly at outset. Clients of Whites Financial Management often do not see what happens "behind the scenes". For this reason, detailed below are short biographies of our staff, to help put the names and faces together. Indeed, you can go one step further than this by selecting "60 second interviews" from the "About Us" tab. This gives a 60 second interview on each member of staff, which you may find of interest. If you are looking to make the most of your current financial position, then you have come to the right firm. Here you will find a bespoke financial planning service that is tailored to suit your needs. If you are looking for an Edinburgh based financial adviser, offering financial planning and wealth management on a personal one-to-one basis, Whites Financial Management Ltd will be able to help you.


Address: 29 Stafford Street, Edinburgh, Scotland EH3 7BJ, United Kingdom

Phone: +44 131 225 6544
FAX: +44 870 442 1762