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Financial Planning

Our aim is to ensure that you receive the best possible service through a genuinely impartial approach to providing tailor-made financial planning solutions to suit the distinct and changing needs of our clients — whether individual or corporate.

Our specialists can help you navigate through the complex and often difficult matters found when planning for your future.

We believe that the key to successful long-term planning is the continuity of the relationship between clients and adviser. This is why we recruit and retain experienced advisers to achieve the highest level of professional standards as evidenced through qualifications.

Horwath Clark Whitehill and Horwath Clark Whitehill Financial Services Limited advisers are authorised and regulated by the FSA and our investment advisers can advise you in respect of:

To find out about our 'Investment philosophy' download details now.

 

Meet the specialist team

Cheltenham*
- Neil Denniss

London/Kent/Thames Valley*
- Phil Smithyes

Manchester*
- Jacob Wolf

The firms marked * are regulated by the FSA. Please note that the FSA may not regulate all the products and services referred to on this website.