White Horse Financial Services
BR7, Chislehurst
BR7, Chislehurst
Financial Advice comes in all sorts of shapes and sizes, and the type that I offer is what some might consider old fashioned.
I like to take my time getting to know my clients, understanding what they want to get out of life. Learning what pushes their buttons and, just as importantly, what turns them off.
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What do you love most about your job?
The satisfaction of being able to put someone in a better financial position than they were before they met me.
What inspired you to start your own business?
White Horse financial services was established with the aim of providing honest advice to local people.
Having worked for a number of other firms, I felt that there was a place for clients to be treated as individuals rather than as a policy number and where, over time, I would get to know them and their wishes and wants and where they would have a proper adviser rather than someone who only turned up when it was time to sell them something
Why should our clients choose you?
I do not believe in avarice and choose not to work with potential clients for whom the objective is the accumulation of wealth for its own sake.
I also will not work with those looking for a get-rich-quick scheme, those who choose to think that it is possible to earn large returns without also being able to withstand and be prepared to accept large losses or who are not fully committed to a long-term working relationship.
If you fall into any of these categories, then thank-you for your interest but you will need to find another advisory firm to look after you.
However, if you're still reading, and you like the sound of working with an adviser who puts your interests first (no 'sales targets' here) and who aims to treat you like he would like to be treated himself, then have a look around the website, pick up the phone or drop me a line (post or email). The first consultation is on me, and will give you a chance to see how I might help you.
Can you provide your services online or remotely? If so, please add details.
I can offer remote meetings via Zoom or by phone but will only do so after we have met. Certain documents, such as evidence of your identity, I need to see in-person and there will also often be files of old papers that have been kept and that might be useful to sift through as well as needing to witness your signatures.
To be honest, all of my current clients prefer to see me and chat about their finances, their situations, their family etc. in person over coffee and biscuits and it's nice to build up a rapport and a relationship over the years in this way.
What changes have you made to keep your customers safe from Covid-19?
While I no longer routinely take a test, I am happy to wear a face mask and hold meetings in a neutral setting which has been kept professionally clean and has sanitising gel available along with space for us to be distant.
To avoid issues with cross-contamination, I will typically keep meetings to one per day.
Where you are now
Contacting your existing insurers and providers to make sure that you have a record of exactly what you've got, how well it's doing the job you need, and what it's costing you.
Setting meaningful goals
"Make my money work harder" doesn't help you in the long-term. I work with you to discover what "a comfortable" retirement actually means.
We look at what quality of life you want, your goals for any set spending (overseas property, travels, passing money to children).
Putting timescales and figures to these can help you set priorities and budgets for the years ahead.
Setting sail
Now you know where you want to get to and how long it's going to take, it's worthwhile checking the charts and a compass (or GPS) from time-to-time to make sure you've not been blown off course.
By meeting regularly, we can keep on top of any changes in your life, in legislation and in the markets to keep you on the right heading.
