Investment Advice


Please contact us for full details of our investment advice service. We will be happy to advise on medium to long term investments which may include:
 

  • - ISAs
  • - Bonds
  • - Unit Trusts and OEICs
  • - Investment Trusts
  • - Fund supermarkets or fund platforms

The value of Investments and the income they produce can fall as well as rise. You may get back less than you invested.

Long term Investment Management

Monitoring your investment regularly is essential to ensure that it is performing as it should and is still appropriate to your needs is essential.

At Whiter Financial we offer a range of services that include a bespoke review service that will enable you to sit down with an adviser on a regular basis to discuss the progress of your investments and decide upon any changes that may be necessary to your portfolio.

It's good to save

Whether your intention is to save regularly for a specific purpose or to grow the money you have already accumulated, structured savings and investment advice will help you achieve your aims.

Our investment advice service will help you meet your goals both in the short and long term. We don't sell plans or policies, we provide you with sound, good quality investment advice to help your money grow. We will provide guidance on investment strategy, portfolio construction, risk profiling and tax efficiency. Whilst this may sound confusing, our experienced financial advisers will explain and guide you through the various options to tailor an investment plan just for you.

Saving for a rainy day or a specific purpose

No problem for us. We can calculate how much you need to save to achieve a specific lump sum in the future. Please contact us to find out more.

Lump sum investment

You have worked hard for your savings and understandably you want your money to work hard and to grow. Our investment advisers will devise an investment plan that is specific to your needs and wishes. Using a combination of different investment products such as low risk deposit accounts, ISAs, unit trusts and bonds we will build you a personalised investment portfolio. This of course needs to be monitored on a regular basis to see if its on track, yes we will do that as well. Please contact us to find out more.

 Savings  ~  Investments  ~  Portfolios

 Please contact us for the Investment Advice you need on 0208 302 1805

Whiter Financial

Whiter Financial Limited. Registered in England and Wales under No. 05272402. Registered Office address - 119 Station Road, Sidcup, Kent. DA15 7AJ.

Whiter Financial Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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