Whitefoord LLP
Homepage http://www.whitefoord.co.uk
LinkedIn Profile https://linkedin.com/company/wh***ord-***
HQ Location
United Kingdom , London13th Floor 10 Brock Street London, United Kingdom
Whitefoord’s Wealth Management Service comprises two elements. Our Asset Management Division adopts a rigorous approach to building investment strategies suited to a range of client risk appetites and financial objectives. These are continuously scrutinised and adjusted to reflect our view of the investment world, its risks and opportunities. The Consulting team take a holistic view of a client’s financial position and objectives, assisting clients in the development of appropriate financial plans and the establishment of a suitable investment portfolio. We manage portfolios currently valued at over £430 million on behalf of private clients, trusts and funds, both onshore and offshore. We specialise in offering a bespoke and highly personal service to these clients, rather than institutions. We offer a range of portfolio models to meet a client’s objectives and risk appetite using direct stocks and shares as well as collective funds where appropriate.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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