Whitehill Financial Management is a small IFA firm, directly authorised by the Financial Conduct Authority, run by me, Richard Whitehill. I started as a financial adviser in 1994, so I’ve accumulated over 25 years of experience giving face-to-face advice in the Halifax and West Yorkshire area, and I’ve been an Independent Financial Adviser since 2001.
In 2013 I decided I would work towards my Chartered Financial Planner status. This is generally accepted as being the ‘gold-standard’ of financial planning, and I achieved this in 2016.
I also decided to work towards the even higher level of ‘Fellow’ through additional advanced-level exams, and I also achieved this in 2016. That makes me a Fellow of the Personal Finance Society in addition to being a Chartered Financial Planner. This is the highest possible level of qualification for a financial adviser.
My job is to take someone’s financial situation, no matter how simple or complicated it is, and advise on the best solution(s). At the same time I try to keep things down-to-earth and understandable.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Althorpe, Norland Road, Greetland, Halifax, HX4 8PT
01422311553
Business Name
Whitehill Financial Management
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