Financial Advice: Pension, Investment, Estate Tax, Mortgage, Protection
DipFA qualified pension, investment & IHT financial advice.
CeMAP qualified Whole of Market mortgage advice.
Financial Consult
Advice Areas
Pensions & Retirement
Pensions & Retirement
Pensions & Retirement
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.
Investments
Pensions & Retirement
Pensions & Retirement
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.
Estate Planning
Pensions & Retirement
Estate Planning
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.
Mortgages
Testimonials
Estate Planning
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.
Protection
Testimonials
Testimonials
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.
Testimonials
Testimonials
Testimonials
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.
Advice & Support
Simon Pardoe
Jethro Seaton
Simon Pardoe
Local to Swindon and specialising in Business Protection and Self-Employed clients, our DipFA & CeMAP qualified financial consultant, Simon Pardoe, provides quality advice on Pensions, Investments, Business Protection, IHT, Mortgages and Protection to Professional and Retail clients.
For a FREE no-obligation consultation: Call +44 (0)7825 789141 or e-mail: simon.pardoe@whiteeaglefinance.co.uk
Hiring
Jethro Seaton
Simon Pardoe
Looking for a financial advice admin support role?
White Eagle Finance seek a casual administrator to help support their financial consultants with back office functions.
For more information, e-mail your CV and covering letter to: simon.pardoe@whiteeaglefinance.co.uk
Jethro Seaton
Jethro Seaton
Jethro Seaton
Local to Bournemouth and specialising in high net-worth clients, our DipFA, CeMAP & CeRER qualified financial consultant, Jethro Seaton, provides quality advice on Pensions, Investments, Mortgages (including Equity Release) and Protection to Professional and Retail clients.
For a FREE no-obligation consultation: Call +44 (0)7845 049149 or e-mail: jethro.seaton@whiteeaglefinance.co.uk