Whites Financial Management Ltd

We are a small, long established firm offering financial advice to individuals. We invest considerable time with each client to make sure both parties understand the optimum way to move forward.  Our approach is on a personal one-on-one basis and avoids an over-reliance on technology-driven solutions. If you are based in or near Edinburgh and wish financial advice, then you have come to the right business.  We offer financial advice that is tailored to your needs. If you are looking for an Edinburgh based financial adviser, offering financial planning, pension and investment advice on a personal one-to-one basis, Whites Financial Management Ltd will be able to help you from our Edinburgh based office.  Importantly, there is only one adviser - Simon White - which allows a personal and consistent long-term service, with the emphasis on building a long-term working relationship. Whites Financial Management employs three highly qualified and experienced administrators, who between them have over 25 years of service at Whites Financial Management.  The high staffing levels of one adviser to three administrators are most unusual in firms offering investment and financial advice, as usual, it is 3:1, not 1:3. Most firms employ advisers to generate new business rather than administrators to look after existing business.  This illustrates Whites Financial Management's commitment to high levels of client care. We understand that every client is different, and make an effort to find out about our clients' background, personal circumstances, needs, and aspirations, before offering financial, investment and taxation advice.