Whitehall Financial Independent Ltd - Independent Financial Advisers
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One of South Yorkshire’s Largest Firm of Independent Financial Advisers*
Whitehall Financial Independent Ltd. are a firm of Chartered Financial Planners as certified by the Chartered Insurance Institute
*Whitehall Financial Independent Ltd were ranked 98th out of approximately 12,000 financial advisers groups in “The UK’s Top 100 Financial Adviser Groups 2008” as published in the November 2008 supplement of Professional Adviser publication.
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Welcome to Whitehall Financial Independent Ltd.

WFI is a large regional independent wealth management organisation with offices in Sheffield, Derby and Lincoln. We provide a bespoke, all-encompassing financial advisory service to a broad spectrum of personal and corporate clients.

With a comprehensive team of qualified independent financial advisers, paraplanners and administrators, our vast pool of knowledge and technical expertise enables us to offer solutions finely-tuned to our clients’ individual needs and long term goals.

Whitehall Financial Independent Ltd - Independent Financial Advisers
 

Private Clients

Most individuals need sound independent financial advice at some time in their lives and at WFI we offer a total wealth management service incorporating virtually every facet of finance and investment.

Personal financial health check
Life assurance
Retirement planning
Pension transfers
Inheritance tax planning
Tax shelter investments
Mortgages
Planning for long term care
Commercial property investment
 
 

Corporate Clients

We provide a comprehensive approach to corporate financial planning offering a range of products for employers and employees alike.

Corporate financial health check
Executive and directors pension planning
Business assurance protection
Employee benefits
Commercial property investment
Corporation tax mitigation
Planning for the sale of business or retirement

 
 

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Whitehall Financial Independent Ltd

For more information please contact us
Tel: 0114 2758882

Or email info@wfiltd.co.uk

Whitehall Financial Independent Ltd - 0800 783 5465
 
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Please ensure you read our User Terms, Terms of business and Privacy statement.

Whitehall Financial Independent Limited's registered address is: Whitehall House, 2 Queens Road, Sheffield, S2 4DG. Registered in England: 3241746

Whitehall Financial Independent Limited is authorised and regulated by the The Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice, personal finance and some aspects of commerical property investment.

Whitehall Financial Independent Limited is entered in the Financial Services Authority register and the registration number is 185288. www.fsa.gov.uk/register

http://www.moneymadeclear.fsa.gov/home.html

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER LOAN SECURED ON IT.

There may be a fee for mortgage advice, the precise amount of the fee will depend on your circumstances, but we estimate that it will be £250.00.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.
Please ensure you read our User Terms, Client Agreement and Privacy statement.



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