Richard White DipPFS
Independent Financial Adviser
About me
I am a fully qualified financial advisor with over 23 years of experience in the profession. I believe in working closely with clients to develop a deep understanding of what they really need and want. I take the time to learn about their families, their businesses, their short-term needs and long-term goals.
I work with a variety of clients, from individuals, business owners/directors and high net worth families, providing them with tailored financial planning solutions to help them achieve their financial goals and objectives.
Specialisms include:
• Personal, Executive & Business Protection
• Personal, HNW & Corporate Savings & Investment Planning
• Pension & Retirement Planning
• Tax, Trust & Estate Planning
Location
Midlands