About

CII-Corporate Chartered FinPlanners WhiteReynolds Wealth Management are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Click here  to see what this means for you

We concentrate on creating bespoke financial plans for pre and post retirement clients. We use a vast array of tools to ensure that you have the best possible solution to your financial needs.

First established in 2008, we have since built up a strong loyal client base and are careful that we only  take on a small number of clients each year to ensure that our high ongoing service remains just that.

We are highly qualified with the Chartered status giving our clients piece of mind that we offer advice to a high standard with excellent processes. We are specialists in our area’s of advice and are committed to remaining Independent as we feel it is the only way to give true financial advice.

Our philosophy

We are Independent Financial Advisers and a proud of the industry and what we can do for our clients. We only take on clients who we feel we can really help. We are especially driven to ensure that clients in this country have a good retirement and strive to help build this dream in the pre retirement years before ensuring we enhance the actual retirement income as much as possible when the time is right.

Most importantly we are fee based advisers and are clear in the way in which you pay for our services, the day of “product floggers” is gone with a new transparent dawn emerging which we are happy to be part of.

There are many IFA firms around, each with their own niche areas, we have one niche, we care about our clients and try to act in their best interests at all times.

Are we right for you

We always take the time to offer you an initial consultation at our cost which is held at our office on Upper St John Street, Lichfield. This enables you to see if you feel we are the right advisers for you.

Are you right for us

We generally speak to clients about maximising wealth, but you don’t have to be a millionaire to become a client of ours! Generally we look to take on clients with assets in excess of £100,000 for the Wealth Management Service, but will advise clients on a transactional basis with lower funds than this. Advice isn’t linked to how much money you have in the bank, it is about the objctive of the client and whether an adviser can assist in this.

Helpful Websites

Money Advice Service

FSA

Office of Fair Trading