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Whitewell Presentation

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An overview of Whitewell Financial Planning and our services

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Whitewell Presentation

  1. 1. Whitewell Financial Planning – All about us<br />Business 4 Breakfast<br />Last Drop Village, Bolton<br />23 April 2009<br />
  2. 2. What we do?<br />Our clients <br />Example – Financial Planning<br />Advice<br />Summary<br />Any questions<br />Agenda<br />
  3. 3. Financial Planning - Goals<br />Financial advice – Add Value<br />Second opinions - Reassurance<br />What we do?<br />
  4. 4. Directors – owner managed businesses<br />Retirees<br />Medical practitioners – The Medical IFA<br />Divorcees – The Divorce IFA<br />Our clients<br />
  5. 5. Solicitor<br />Age 44<br />Earning £60,000 p.a.<br />Wanted a career change at age 50<br />Case study<br />
  6. 6. Lifetime Cashflow forecast<br />Could change job but...<br />Shortfall at retirement<br />So increased pension contributions to level to meet deficit (saved tax!)<br />Restructured existing pensions to meet her attitude to risk (sleep at night!)<br />Case Study<br />
  7. 7. Investment strategies<br />Retirement planning<br />Protection planning<br />Inheritance Tax planning<br />Long Term Care<br />Financial advice<br />
  8. 8. Financial planning = long term client relationships<br />Advice builds on this to add value by saving time, tax and money<br />Who do you know who could benefit from this approach<br />Summary<br />
  9. 9. ?<br />Any questions<br />
  10. 10. For more information visit:<br />www.white-well.co.uk<br />Whitewell Financial Planning Limited is an appointed representative of The Whitechurch Network Limited, which is authorised and regulated, by the Financial Services Limited.<br />Further information<br />

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