What we do
As certified financial planners, White Lodge Wealth Management Ltd aim to help you fulfill your financial goals, whilst delivering the highest possible level of care and professionalism.
We offer clients a bespoke service designed specific to your requirements, with the aim of achieving and maintaining your desired lifestyle, in an organised and tax efficient manner.
Regular reviews are set in place, to ensure life changes are incorporated, or changes in objectives are satisfied.
Our advice is based on an independent, fully regulated, non-biased process, which allows us to access a wide range of products, companies and services available in the UK.
As holistic planners, we can introduce you to the services of other professionals to fully maximise your goals potential.
All clients receive at least an annual review, 24/7 contact availability, and a quarterly newsletter.
Remuneration for services provided is agreed on a client by client basis. We offer a choice of commission, fee or a combination of the two. Full details can be found in our menu of options. The first meeting is at the cost of White Lodge Wealth Management Ltd.
Contact us now for
a FREE consultation
Heidi J Kibble CertPFS
Being in the financial services industry for 21yrs, Heidi has a wealth of knowledge in all areas of financial planning and investment management.
Heidi is a member of the Personal Finance Society and is currently studying towards the Diploma in Financial Planning.