Whites Financial Management Ltd.

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Welcome to WHITES Financial Management Ltd

I established my business in 1996 although prior to this I was employed by a number of financial firms which means that I have been giving advice since 1982. Knowledge combined with experience are both essential if financial advice is to be satisfactory. I always invest considerable time with each prospective client to establish the optimum way to move forward.  Whilst this is time consuming, this strategy avoids an over-reliance on impersonal technology driven solutions.

My office in Stafford Street (just along the road from Charlie Miller) is in the heart of the West End of Edinburgh.  I employ two full time support staff, Caroline who is the Office Manager and Lesley our Client Support Administrator. A staffing ratio of one adviser to two administrators is unusual in financial services as usually there are more advisers than support staff. My approach demonstrates our commitment to providing a comprehensive service to all of our clients. If you are based in or near Edinburgh and wish financial advice tailored to your needs, I may be able to help you. Every client is different, so the first step is for me to understand your background, personal circumstances, needs and aspirations.  If you wish assistance on pensions, investments or tax planning, please e-mail me on [email protected] or give my office a telephone call on 0131 225 6544.

Simon White

Director

Whites Financial Management Ltd, 29 Stafford Street, Edinburgh EH3 7BJ
Telephone number: 0131 225 6544

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