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.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
