About us

Established in 2017, White Wealth Management is a family business, built on strong values, such as respect, integrity and trust, with each and every client firmly at the centre of everything we do.

We have over 40 years of financial services experience in the office and we are all committed to continually invest in our professional development. The Practice Director Daniel White, is a Chartered Financial Planner and a Fellow of the Personal Finance Society, which is the highest qualification awarded by the professional body, which shows his commitment to professionalism, ethics, business practices and professional development.

We help our clients plan for a successful financial future, offering advice across a broad range of financial planning areas, with expertise around complex Pension Planning, Estate Planning and advising Business Owners.

Fundamentally we see our approach as one of problem-solving for the client, rather than product-selling. As a result, our clients can expect to receive the highest levels of service as well as the most comprehensive and appropriate advice at all times.