Whitehall Financial Independent Ltd.

Whitehall House, 5 Brunel Business Park, Brunel Parkway, Derby, DE24 8HR

Tel:
01332 296 222

Fax:
01332 296 333

eMail:
karls@whitehallfinancial.co.uk

Website:
www.whitehallfinancial.co.uk

Contacts:
Karl Shatford

Whitehall Financial Independent Ltd.

Karl started his financial services career in 1987 and within a few years had acquired valuable knowledge and experience in many areas of the financial services market, particularly pensions, investments and protection.

As an employee of a leading life assurance company then as an Independent Financial Adviser, he developed a comprehensive client bank and a valuable network of contacts to provide bespoke planning solutions to both individual and corporate clients. Karl also attained the Chartered Insurance Institute Financial Planning Certificate.

Karl’s experience has ld him to specialise in the more complex areas of financial planning, offering advice on intricate tax issues and investment portfolios.

June 2002 saw Karl Whitehall Financial Independent Limited and together with their team of specialists provides a total wealth management service to both existing and new clients in the Derby area.

Services

Corporate Clients:

• Corporate financial health check
• Executive & directors pension planning
• Business assurance protection
• Employee benefits
• Commercial property investment

Private Clients:

• Financial health check
• Life assurance
• Retirement planning
• Tax efficient investments
• Inheritance tax planning
• Tax shelter investments
• Long term care planning
• Commercial property investments

 

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