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Whitehall Financial Independent Limited : Documents

Please find a selection of documents that might be of use:

PDF Icon   WFI Winter Newsletter 2009
PDF Icon   WFI Investment Management Service
PDF Icon   WFI Risk Profiles
PDF Icon   WFI Risk Profiles Chart
PDF Icon   Classic Tax Tips
PDF Icon   High Net Worth Statement
PDF Icon   Financial Planning Questionnaire
PDF Icon   Whitehall Financial letter of Authority
PDF Icon   Whitehall Mortgage Services letter of Authority
PDF Icon   Client Agreement
 
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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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