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Whitehall Financial Independent Limited : Branch details
Whitehall Financial Independent Limited

Address

Whitehall House
2 Queens Road
Sheffield
South Yorkshire
S2 4DG
 
Contact

info@wfiltd.co.uk
Tracy Wilkinson
 
Telephone

0114 2758882
 
Facsimile

0114 2758001
 

Our Specialists   Speciality   Photo

Mr Charles Gillespie

  Estate Planning
Health / Long term care
Lump Sum Investments
Offshore Investments
Pension choices at Retirement
Tax Planning for businesses
Tax planning for Individuals
Unit Trusts / Investment Trusts
 
         

Mr Paul Archer

  Employee Benefits
Estate Planning
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Investments for Trusts
Key Person Protection
Lump Sum Investments
Pension choices at Retirement
Pension Transfers
Pensions (excl Stakeholder)
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mr Mark Rendall

  Commercial Mortgages
Employee Benefits
Estate Planning
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Key Person Protection
Lump Sum Investments
Offshore Investments
Pension choices at Retirement
Pensions (excl Stakeholder)
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
Unit Trusts / Investment Trusts
 
         

Mr Mark Oliver

  Commercial Mortgages
Employee Benefits
Estate Planning
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Investments for Trusts
Key Person Protection
Lump Sum Investments
Pension choices at Retirement
Pension Transfers
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mr Timothy Couldwell

  Commercial Mortgages
Employee Benefits
Estate Planning
Group Pensions
Group Protection
Group Stakeholder
Investments for Trusts
Key Person Protection
Lump Sum Investments
Offshore Investments
Pension choices at Retirement
Pensions (excl Stakeholder)
Residential Mortgages
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mr Martin Lomax

  Commercial Mortgages
Employee Benefits
Estate Planning
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Key Person Protection
Lump Sum Investments
Offshore Investments
Pensions (incl Stakeholder)
Residential Mortgages
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
Unit Trusts / Investment Trusts
 
         

Mrs Lynda Donaldson

  Estate Planning
Individual Protection
Investments for Trusts
Key Person Protection
Lump Sum Investments
Pension choices at Retirement
Pensions (incl Stakeholder)
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mr Rob Mitchell

  Estate Planning
Key Person Protection
Lump Sum Investments
Offshore Investments
Pension choices at Retirement
Pension Transfers
Regular Savings
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mr Lee Thompson

  Employee Benefits
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Key Person Protection
Lump Sum Investments
Offshore Investments
Pension Transfers
Pensions (incl Stakeholder)
Regular Savings
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mrs Claire Winchurch

  Commercial Mortgages
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Lump Sum Investments
Pension choices at Retirement
Pension Transfers
Pensions (excl Stakeholder)
Pensions (incl Stakeholder)
Residential Mortgages
Unit Trusts / Investment Trusts
 
         

Mr Kevin Holleron

  Commercial Mortgages
Employee Benefits
Group Pensions
Group Protection
Group Stakeholder
Individual Protection
Key Person Protection
Lump Sum Investments
Pension choices at Retirement
Pensions (incl Stakeholder)
Regular Savings
Residential Mortgages
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
Unit Trusts / Investment Trusts
 
         

Mr Mark Jones

  Estate Planning
Ethical Investments
Group Pensions
Group Stakeholder
Individual Protection
Investments for Trusts
Lump Sum Investments
Offshore Investments
Pensions (incl Stakeholder)
Regular Savings
Tax Planning for businesses
 
         

Mr Robert James
robertj@wfiltd.co.uk

  Estate Planning
Individual Protection
Lump Sum Investments
Pension choices at Retirement
Pensions (incl Stakeholder)
Regular Savings
Residential Mortgages
Unit Trusts / Investment Trusts
 
         

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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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