Whitewell Financial Planning Limited

www.white-well.co.uk

If you truly value peace of mind, reliability, trust, security and accessibility then you have come to the right place. We take time to understand our clients - their pains, problems, frustrations, dreams, beliefs, values and hopes - and endeavour to create solutions which enable their financial freedom. Take a look around www.white-well.co.uk to find out more about the way we operate, particularly our investment and planning philosophies. Our Services • Expert Financial Planning and Advice • Financial Life Planning • Long Term Care • Inheritance Tax and Estate Planning • Pensions • Asset Management • Protection • Divorce To discuss anything further, please call us on 01204 663 904 or email at phil@white-well.co.uk Our Mission To enrich people's lives with financial planning and advice that informs, educates and inspires. Our Vision To be the UK's most trusted and well respected financial planning firm. Our Values TRUST: This is the foundation of Whitewell. We are independent, impartial and honest. RESPECT: Showing genuine concern and caring for others. INTEGRITY: Being reliable and accountable in word and behaviour. EXCEED: To continuously strive to improve and to go beyond our clients' expectations. PERSONALITY: Having fun and bringing humour to our work helps to achieve more and make us more interesting. We pride ourselves on our commitment to you and your financial needs. so why not get in touch today and get on your way to financial freedom? Call us now on 01204 663 904 or email at phil@white-well.co.uk

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If you truly value peace of mind, reliability, trust, security and accessibility then you have come to the right place. We take time to understand our clients - their pains, problems, frustrations, dreams, beliefs, values and hopes - and endeavour to create solutions which enable their financial freedom. Take a look around www.white-well.co.uk to find out more about the way we operate, particularly our investment and planning philosophies. Our Services • Expert Financial Planning and Advice • Financial Life Planning • Long Term Care • Inheritance Tax and Estate Planning • Pensions • Asset Management • Protection • Divorce To discuss anything further, please call us on 01204 663 904 or email at phil@white-well.co.uk Our Mission To enrich people's lives with financial planning and advice that informs, educates and inspires. Our Vision To be the UK's most trusted and well respected financial planning firm. Our Values TRUST: This is the foundation of Whitewell. We are independent, impartial and honest. RESPECT: Showing genuine concern and caring for others. INTEGRITY: Being reliable and accountable in word and behaviour. EXCEED: To continuously strive to improve and to go beyond our clients' expectations. PERSONALITY: Having fun and bringing humour to our work helps to achieve more and make us more interesting. We pride ourselves on our commitment to you and your financial needs. so why not get in touch today and get on your way to financial freedom? Call us now on 01204 663 904 or email at phil@white-well.co.uk

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City (Headquarters)

Bolton

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Employees

1-10

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Founded

2008

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