Financial Planning

Our financial planning company, Whitelaw Wells Financial Planning Ltd, was formed in 1995 to provide advice to company directors, professional and business people. Our principal consultant, Colin Kerr is an experienced independent financial adviser and is well qualified to answer the questions which pop into people’s minds at various periods from time to time.

• Where am I financially?
• What may I hope for?
• Is my retirement secure?
• Can I reduce my exposure to Inheritance Tax?
• What, if anything, should I be doing now?

The first meeting is always free of charge and clients are at liberty to choose whatever method of paying for our work (fees or commission) suits them best. If you would like to take advantage of this free consultation, contact Colin Kerr on 0131 226 5822.

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