At Whitebridge Financial Services, we provide a single platform for people to achieve their financial goals.
We specialise in helping our clients in various stages of financial life such as:
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Protecting you and your family’s standard of living against the unexpected.
Ensuring the most suitable arrangements for your home, second home, buy-to-let or commercial properties.
Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.
Ensuring you maximise your standard of living for when you do not want to work so hard.
Helping small and medium-sized enterprises to grow and become more profitable.
Preserving the value of your estate for the benefit of your family.
Retaining more of your hard-earned money legally and ethically.
Estate Planning, Inheritance Tax Planning, Some Buy to let Mortgages, Commercial Mortgages, Tax Planning, Trusts, Some Bridging Finance, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority. Commercial Mortgages, Secured Loans Mortgages and Bridging Finance & Powers of Attorney are by referral only.
Will Writing & Powers of Attorney are not part of the Quilter Financial Planning offering and are offered in our own right. Quilter Financial Planning accepts no responsibility for these aspects of our business. Powers of Attorney are by referral only.
We want to help people simplify financial planning by following these steps:
We gather information about your circumstances, preferences and what you are looking to achieve. We will then be able to show you how you will benefit from working with us.
Understand your income and outgoings.
Help you keep the costs down for your borrowing needs.
Insuring you, your assets, and your family against disaster
Help you grow your money by utilising tax allowances and reducing costs.
We will work on your behalf with the provider or lender. This will save you a lot of time and effort and ensure your plans are set up correctly.
Nothing stands still, so it makes sense to check the progress and appropriateness of your plans regularly. We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation. You will also hear from us if we have something that we feel will interest you.
We are professionals. We have the tools, market knowledge and access to exclusive products through our network Quilter Financial Planning.