The Service

Our team will work on your behalf to implement a successful strategy designed to meet the objectives of individual clients, families, trustees of family trusts, pension clients, corporate and business clients.

We make use of the latest technology and research to ensure that our clients' affairs are managed effectively and monitored regularly.

The value of the investment can go down as well as up and you may not get back as much as you put in.

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

Tax treatment varies according to individual circumstances and is subject to change.

There are four parts to our service proposition:

Consultations

The purpose of our initial consultation is to:

  1. discuss and evaluate your needs and objectives,
  2. explain our service and what we can do for you,
  3. discuss what benefits could result from using our services,
  4. provide you with the opportunity to appoint WWFP Limited as your advisers and,
  5. establish what you will pay for our services.

Our initial consultation is FREE OF CHARGE.

 
 
Consultations

Following our initial consultation, we will write to confirm what work we are undertaking and the costs attached to this. We will then, on your behalf, gather all relevant information from existing sources, collate this information and conduct our own research before preparing a comprehensive report detailing our recommendations.

The review we carry out can include:

  • a review of your current investments,
  • an estate planning review,
  • consideration of your pensions arrangements,
  • establishing your family circumstances,
  • considering protection for unforeseeable  events and,
  • a review of your financial objectives.

We can also consider your “risk profile”, your tax status, your short and long term cash flow needs.

The value of the investment can go down as well as up and you may not get back as much as you put in.

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

 
 
Implementations

Whitelaw Wells Financial Planning Limited is a firm of Financial Advisers who make recommendations choosing from within a selected wide range of Investment, Protection, Pension and Tax Planning Solutions.

Tax treatment varies according to individual circumstances and is subject to change.

 
 
Ongoing

We firmly believe that we add significant value by developing a long term relationship with you and managing your affairs on an ongoing basis to ensure that your plans achieve your objectives.

We carry out regular financial reviews in report format and, if appropriate will provide you with new ideas as and when appropriate.