Whichers Mortgage Desk

Our Story

Established for over 50 years, Whichers IFA has built a reputation for providing a personal and bespoke service to our clients. Our commitment to family values and exceptional customer service has led to a steady stream of referrals, showcasing the trust and loyalty that our clients have in our expertise.

Our dedicated and friendly team has an in-depth understanding of our clients' needs and strives to consistently exceed their expectations. We take pride in developing long-term relationships with our clients, becoming their trusted adviser and partner in all aspects of their financial and succession planning.

Our Principles

Our success is built upon three core principles: we always aim to constantly exceed client expectations, we develop long-term, personal relationships with our clients, and we employ highly qualified, ethical, and empathetic advisers and support staff.

Our Services

At Whichers IFA, we offer a comprehensive range of financial planning services tailored to our clients' individual needs. Our approach involves developing long-term relationships with clients who value a bespoke service.

We take the time to understand what our clients require and how their financial planning should be tailored to meet their current and future objectives. Our financial planning process starts by identifying in detail their current financial circumstances, followed by a review of their plans, values, goals, and objectives.

We adopt a holistic approach to financial planning, considering our clients' present circumstances, tax planning, and protection requirements. This comprehensive process involves a review of all areas of their financial situation, including establishing short-term and long-term goals, designing and implementing strategies to reach these goals, and ongoing reviews of progress towards their stated objectives.

Our financial planning services typically include:

• Financial goal setting
• Cashflow, income, and expenditure analysis
• Net worth analysis
• Investment analysis and planning
• Retirement planning
• Insurance analysis and planning
• Education analysis and planning
• Tax planning
• Estate and inheritance tax planning
• Charitable giving

What You Can Expect

When working with Whichers IFA, you will have a dedicated and knowledgeable adviser to guide you through the financial planning process. Our team is committed to providing a professional and friendly service, taking the time to understand your needs and goals.

We will work with you to develop a tailored plan that meets your individual circumstances and objectives, and will provide ongoing reviews and guidance to ensure that your plan remains on track.