FAQs
Yes, you can choose either in-person meetings or video calls. We feel meetings are best held in person, as this leads to better discussions and outcomes.
Yes we do. Our genuine client reviews can be viewed online on Google or on VouchedFor. We also have several client video testimonials on our website.
We proudly provide independent financial advice. We are not tied to any product or provider, which means our advice and recommendations are based purely on what is best to achieve your goals.
White Stone Financial Planning Ltd is regulated by the Financial Conduct Authority and entered on the FCA register.
White Stone Financial Planning has been providing independent financial advice for over three years to clients across the UK.
We work with clients across the Midlands and wider UK. This includes Lichfield, Sutton Coldfield, Coleshill, Burton upon Trent, Barton-under-Needwood, Ashby-de-la-Zouch and Coalville. We also work with clients in Derby, Nottingham, Sheffield and Birmingham.
Our FCA number is 991595.
We put our clients at the heart of everything we do and provide great financial advice personalised to their needs. Our firm was founded on the basis of client’s being treated as individuals with their own unique priorities and that they should never be treated as just another number on a corporate spreadsheet.
We can meet at our offices in Tamworth, and we are more than happy to come see you at your home or at your work offices. Of course, if your preference is to meet virtually, then we can easily arrange an online meeting to suit your needs.
Our office is located in Tamworth and we happily work with clients outside of our local area. This includes Lichfield, Sutton Coldfield, Coleshill, Burton upon Trent, Barton-under-Needwood, Ashby-de-la-Zouch and Coalville. We also work with clients further away in Derby, Nottingham, Sheffield and Birmingham.
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