Your Personal Insurance Provider - Your Personal Service
At P W White & Partners Ltd, we are dedicated to paving the way for a more secure financial future for you, your family, and your business. We believe that financial freedom is achieved when your heart and mind are free from worry about life's uncertainties. Our goal is to help you achieve this freedom by offering a highly professional service, tailored to your specific needs and goals.
As a well-established firm of Financial Advisers, we have been serving the Amersham community for over 50 years. Our clients have grown to become more like long-standing friends, with whom we enjoy a one-to-one, comfortable, friendly relationship based on trust. We pride ourselves on delivering a clear, courteous, and personalised service that meets your particular requirements.
Based in Amersham On The Hill, within a short walk from the Metropolitan Line railway station, local shops and amenities, we are able to handle all of your general insurance and financial services needs. Our Advisers are well qualified and have many years of experience in the industry. We offer a broad range of services, including Financial Planning, Equity Release, and Retirement Planning.
Our Services
*Financial Planning*
Financial Planning is at the core of our business. Our aim is to provide you with a clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is achieved through a comprehensive process that involves listening, understanding, analysing, recommending, and implementing.
*Equity Release*
Equity Release is a way of releasing the equity tied up in your property without having to sell it. It is a specialist area that requires expert advice. Our Advisers have the necessary qualifications and experience to guide you through the process and help you make informed decisions.
*Retirement Planning*
Retirement Planning is about ensuring that you have enough income to live the lifestyle you want in retirement. We offer a range of services, including Pensions, Annuities, Income Drawdown, and Retirement Planning, to help you achieve your retirement goals.
How We Work
Our process is designed to help you achieve your financial goals. We start by getting to know you, your current financial situation, and your goals and aspirations. We then analyse your current financial position and outline our initial thoughts for the plan. After agreeing on the plan, we implement it and regularly review it to ensure it stays on track.
Contact Us
If you would like to learn more about how we can help you achieve your financial goals, please contact us. We offer a free, no-obligation initial consultation. You can call us on 01494 434544 or email us at info@pwwpl.com.
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