About Bill White IFA Associates
Bill White IFA Associates are "whole of market" Independent Financial Advisers based in the Scottish Borders, offering pensions advice, protection, mortgage, inheritance tax, savings and investment solutions to private and corporate clients. Bill White IFA Associates are part of a network of Independent Financial advisers covering the whole of the country.
As "whole of market" independent financial advisers we can provide advice on all companies and products in the market place, therefore offering clients a wider, more sophisticated range of advice and service.
Our principle adviser Bill White has over 38 years’ experience in Financial Services and has been an Independent Financial Adviser for over 28 years.
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable products currently available. We are thus able to make arrangements to maximise the benefits to our clients.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first consultation is at our cost. There's no charge, and no obligation, while we find out together your needs and if it's worth going ahead.
On receiving an enquiry an initial consultation will be arranged with you. The purpose of the consultation is to gather relevant information from you and to discuss your needs and objectives. We shall agree with you how we are to be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.