DipFA qualified pension, investment & IHT advice.
CeMAP qualified Whole of Market mortgage advice
Saving a suitable pension fund for a financially secure retirement can be a worrying process. White Eagle Finance understands these pressures and the associated concerns they can sometimes bring and our professional advisers will guide you succinctly through the entire process. From growing your pension pot to advising on your options at retirement, we're here to help.
Many people find themselves feeling uneasy or uncertain when it comes to investing. With expert guidance on understanding your risk appetite and capacity for loss White Eagle Finance can guide you through the entire investment process. We will make sure you have just the right individual asset mix and make the most of tax-efficient products and services available, optimising your investment returns.
It's a sad and true statement that many of us aren't financially prepared for the event of our death, or don't fully understand our exposure to Inheritance Tax. Whilst losing a loved one is always an upsetting time, making sound financial decisions about the future of your estate can relieve financial pressure and burden. With the right products and services, you can potentially save very large tax liabilities.
Whether you're a home mover, a first time buyer or re-mortgaging, arranging a residential or Buy-To-Let mortgage can be a complicated task. With so many lenders, rates and products, it's difficult to know which are the most cost effective, or even available to you. White Eagle Finance take the pressure off by guiding you through the entire process and finding the most cost-effective products available to you.
Knowing that our loved ones, ourselves and our business interests are properly protected in the event of death, serious illness or long term sickness provides a satisfying sense of peace of mind. Whether you have requirements to cover business or personal interests, there are a wealth of products to suit a vast array of situations and budgets. White Eagle Finance will find a solution to suit you and your needs.
As with any business, testimonials prove to you, the client, that the product or service offered is o high standard and represents good value for money. White Eagle Finance is proud to provide a reliable service to many appreciative clients and our feedback shows how valued we are. Some examples of the type of feedback we receive from real-life clients on a regular basis can be seen by clicking the button below.
Specialising in Inheritance Tax and Self-Employed clients, our DipFA and CeMAP qualified expert, Simon Pardoe, provides quality Pension, Investment, Mortgage and Protection advice to Professional and Retail clients.
To arrange a FREE no-obligation consultation:
Call +44 (0)7825 789141 or e-mail: email@example.com to book an appointment
Specialising in high net-worth clients, our DipFA, CeMAP and CeRER qualified expert, Jethro Seaton, provides quality Pension, Investment, Mortgages (including Equity Release) and Protection advice to Professional and Retail clients.
To arrange a FREE no-obligation consultation:
Call +44 (0)7845 049149 or e-mail: firstname.lastname@example.org to book an appointment
Looking for an admin support role?
White Eagle Finance seek a casual administrator to help with back office functions.
e-mail: email@example.com with your CV and covering letter.
Grace Walk, SN25 1QF / Sylvan Walk, RG30 3HJ
13:00 – 17:00
Evening and weekend appointments are also available.
Please call to arrange a booking.
The FCA do not regulate buy to let mortgages
A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments.
Think carefully before securing other debts against your home. Tour home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments can fall as well as rise.
You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.
Past performance should not be regarded as guide to future performance. Future returns will depend on influences which cannot be guaranteed.
The tax treatment of products will depend on your particular circumstances and should be discussed with your adviser. Tax treatment varies according to individual circumstances and is subject to change.
White Eagle Finance is a trading style of Warwick Road Financial Services Ltd, an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Warwick Road Financial Services Ltd is Registered in England and Wales, No: 09303523. Registered Address: York House, Smisby Road, Ashby De La Zouch, Leicestershire, LE65 2UG.
Copyright © 2018 White Eagle Finance