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Welcome to

Whitebridge Financial Services Ltd

Our Vision

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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How we can help

Protecting Wealth

Protecting you and your family’s standard of living against the unexpected.

Property Wealth

Ensuring the most suitable arrangements for your home, second home, buy-to-let or commercial properties.

Managing Wealth

Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.

Creating Wealth

Ensuring you maximise your standard of living for when you do not want to work so hard.

Business Wealth

Helping small and medium-sized enterprises to grow and become more profitable.

Preserving Wealth

Preserving the value of your estate for the benefit of your family.

Retaining Wealth

Retaining more of your hard-earned money legally and ethically.

Whitebridge Financial Services are a locally based, fully qualified financial advice firm who can help you with:

Mortgages

Insurance & Protection Planning

Savings & Investments Planning

Retirement Planning

Tax treatment depends on individual circumstances and is subject to change.

Inheritance Tax Planning, Tax Planning, Trusts, Commercial Mortgages, some Buy to let Mortgages and some

Bridging Finances are not regulated by the Financial Conduct Authority.

Commercial Mortgages, Secured Loans Mortgages and Bridging Finance are by referral only.

We want to help people simplify financial planning by following these steps:

We are professionals. We have the tools, market knowledge and access to exclusive products through our network Quilter Financial Planning.

Kiran has been providing protection, pension and investment advice to my wife and myself for few years now. Due to my work commitments, I have not been able to give time to my financial planning needs. He has been flexible to arrange meetings in his office or our home to provide guidance and deliver quality advice. He is willing to spend time to explain complex issues in a clear way and now we trust his judgement without needing to worry about anything. I would recommend him to anyone looking for a good financial adviser.

RVS | NHS

I was looking for information about clearing my mortgage sooner and I got in touch with Kiran at Whitebridge FS. I was happy that he took time to understand my overall financial situation as I was not aware that I was not insured after changing my job. Also, my income will reduce dramatically once I retire. During our second meeting, my wife joined the meeting and Kiran gave us good advice regarding my mortgage as well as pensions and insurances. Although I find these topics difficult to understand, I am now more aware of what we have because we get regular reviews, and all our arrangements are discussed and updated. I would highly recommend Kiran Sagar as he is a knowledgeable and helpful adviser.

Alan B | Engineering

I was looking for advice on my home and investments when I was introduced to Kiran. Although he is based in Scotland, he was fully aware of the legal process and rules in England and he provided some useful guidance as well as links to information available online, which helped in my decisions. Since then, I have received advice on many areas and the experience has been consistently good.

I have also recommended many friends and people whom I meet in my local church. They have shared the same views and therefore I am happy to introduce more friends in future as we are getting an ‘easy to understand’ and honest advice.