Whinchat Financial Planning Ltd

Yorkshire Based IFA with Chartered FCSI, Chartered Financial Planner and Chartered Wealth Manager status

What we do

Services for Individuals

We provide independent financial planning and wealth management services for a wide range of private investors; helping them plan and achieve their lifestyle and financial objectives.

At Whinchat we advise on all aspects of financial planning. We will create a personalised pension or investment strategy, in a tax efficient way, including advice on life assurance and capital investments that will respond to your unique personal circumstances and lifestyle objectives.

Our commitment to providing independent advice, backed with the very latest in advanced monitoring systems, ensures we are responsive to the changing markets and keep you fully apprised of the latest valuations and progress towards your financial goals.

Contact us now to see how we could help you with any of the following:

  • Savings for retirement
  • Options at retirement
  • Tax Efficient Investments
  • Investment management
  • Trusts
  • Estate and inheritance tax planning
  • Life and Health Insurance

The value of your investment can go down as well as up and you may get back less than the amount invested

We also provide Services for Businesses and would be happy to discuss how we could help.