At Whitebridge Financial Services, we offer a fully comprehensive financial advice service to help with all your financial planning requirements.

General Insurance
Estate Planning

The value of pensions and investment can fall as well as rise. You may get back less than you invested.
You home may be repossessed if you do not keep up repayments on your mortgage.

Will writing, Power of Attorney & Funeral Plans are not Services that Whitebridge Financial Services Offer.  Any Enquiries for these services will be referred out to an appropriate Firm.

We Will Help You

At Whitebridge, we can help you at different stages of your financial planning, whether its about helping you:

Save Money, Grow your Money or Protect your family and Assets

Save and Grow

Whitebridge Financial Services can help you with Will writing, Power of Attorney & Funeral Plans, by referring any enquires on to a specialist firm.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage

Mortgages & Financial Services

We understand that financial products / services are not easy to understand. It’s important to us that you are able to get your answers, whether it’s information you require on different services or application process or something else….

What Our Clients Say

  • We can’t thank you enough for organizing and simplifying our requirements which seemed like climbing Everest. The adviser took all the desired information and came up with 3-4 of the best options available – be it Mortgage / Remortgage / Buy-T–Let / Insurance / Investments etc. Would sincerely recommend them and rate them 5 stars.

    Amar Kumar
  • We have had the peace of mind of knowing that our money is being looked after by a very knowledgeable, approachable and trustworthy person. I am busy with my clients all day and don’t really have time or energy to learn about investments. I am able to get advice and reviews on a regular basis and know that whatever is recommended is the right thing for me

    Pritesh Patel
  • I was really surprised at how little effort I had to put in for planning my mortgage, insurances and children’s investment planning. My Advisor met us at the office to set up everything up and then visited us twice at our home to go over everything again, which is fantastic and rare to see, as usually other companies don’t care once you have signed up for something.

    Manish Suri
  • Whitebridge is a platform, that provides excellent service which I will always recommend to friends & Relatives – very professional, honest and friendly. My first mortgage, two years back was not an easy task for me but re-mortgage through Whitebridge made the whole process stress-free with best options available at your door step.

  • Thank you very much for all your professional services in dealing with our varied Mortgage and Insurance needs. We are now in a position to think / dream big as we know that we have Team Whitebridge with us for all our future endeavors. For those who looking to get answers for their Financial needs (like Investments / Mortgages etc) – this is highly recommended. Hassle and Stress in these matters is now taken away from us and moreover the team is always available on the other side of the phone to answer any doubt that is in your mind.


    Mala R
  • Thanks for sorting out our mortgage and insurance cover. In the past I had to take 3 days off work to visit my local bank to sort out my mortgage and even then I never got the best deal. This time, thanks to Whitebridge, I had meetings in the evening which suited me perfectly. I was offered a lender who offered the best deal in the market, which I never knew and possibly would have never found myself. I also had a real lack of knowledge about insurances before the meeting. Now I not only understand everything but feel relaxed knowing that my family and home are fully covered! -Thank you so much


    Sana Abraham
Whitebridge Financial Services is a trading style of Lockhart Grey Financial Planning Limited, who are an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, who are authorised and regulated by the Financial Conduct Authority.
Lockhart Grey Financial Planning Ltd: Registered in Scotland, No. SC330925. Registered Address: Suite 104 111 West George Street, Glasgow, G2 1QX. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. The Financial Conduct Authority does not regulate Will Writing, Power of Attorney, Trusts and Buy to Let mortgages.