It is our role as Independent Financial Advisers to help you to invest wisely and in a tax efficient manner.  Whether your savings are wrapped in a pension, ISA or directly in Unit Trust or Investment Trusts, they still need to be managed.

It is our role at Whyte Sharp Independent to help you select the right investments in order to help you meet your financial objectives. What you need to give some thought to is what those objectives are. Sensible investment planning revolves around understanding what your investment aims are.

In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your attitude to investment risk and tax position.

We help investors make more of their savings & investments by providing them with all the support they need, from the first getting to know you meeting, through the research and report process, to the presentation of our advice.

To discuss investments further, please contact us.

Pensions are generally long term investments.  While the prospect of retirement may be thrilling for some, it makes many people feel uneasy.  Why? It depends on how well you have prepared.  It is important that your pension is properly managed.  

Whyte Sharp Independent can provide answers to the typical questions about retirement:

• How much can I expect in retirement?
• How much should I contribute to my pension?
• Where do I invest to obtain a good return?
• What are my options in retirement?

Income from state pensions is simply not enough to let you enjoy your retirement with the level of financial comfort you may be planning for.

We are experienced in the retirement marketplace and can guide you through the options

To discuss Retirement Planning further, please contact us.

The importance of business protection is often overlooked. It helps business owners plan for the unexpected by providing cover to ensure the business can continue with minimal disruption following the loss of one of their key employees or one of the business owners through death, critical illness or temporary disablement.

To discuss Keyman Cover further, please contact us.