Financial Planning

Whitelaw Wells Financial Planning Limited is the financial planning arm of Whitelaw Wells Chartered Accountants, with offices in Edinburgh, North Berwick and Glasgow with clients spread across the length and breadth of Scotland. We provide bespoke financial planning and investment advice to private individuals and companies. Whitelaw Wells Financial Planning Limited offers a range of specialist services including advice on personal and corporate investment, inheritance tax planning, trust arrangements, all types of pension planning including Defined Benefit Pension Transfers.  We also offer a range of protection strategies against unforeseen circumstances for families and businesses.

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

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

Financial Adviser

Appointing a good financial adviser is one of the most important decisions you will ever make and can have an enormous influence on both your own and your family’s future prosperity.