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Whitehall Financial Independant Ltd

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Whitehall Financial Independant Ltd

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We are a regional firm of Independent Financial Advisers directly regulated by the Financial Services Authority specialising in investment and pension planning.

The business is the result of a merger between two established and well respected firms of Independent Financial Advisers both based in Sheffield.

Charles Gillespie formed WFI Ltd in 1996 and since then it has become established as one of the areas leading financial services organisations. It has gained an impressive reputation for it's service, expertise and integrity. Such has been it's success in this regard that today it's services are utilised by a wide range of clients in sectors as diverse as Merchant Banking and professional footballers as well as business owners.

Mark Rendall formed Rendall & Co in 1995 specialising in advising owner managed businesses. In 1997 a strategic alliance was formed with a leading national firm of chartered accountants to advise business and private clients in South Yorkshire. This relationship along with other alliances with the legal profession has resulted in strong organic growth advising high net worth clients as well as many successful companies and their owners.

The merger in 2002 has brought together the diverse specialities, skills and innovativeness of both Charles and Mark together with their established teams, operating from a custom designed office complex which was purchased and completely renovated in 2006 by WFI. The office is conveniently located in Central Sheffield to provide the clients of Whitehall Financial Independent with a comprehensive service covering all aspects of finance, investment and total wealth management.

What sets us apart from other firms

EXPERIENCE

Our advising team have practiced in financial services for many years. The average years experience of our advisers is over 14 years.

EDUCATION AND ONGOING DEVELOPMENT

Our advisers are fully committed to structured training and continuous professional development which we believe is essential in the fast changing world we live in. Two of the company's advisers, Rob Mitchell and Charles Gillespie, were also awarded Chartered Financial Planner status by the CII. This title is only bestowed to leading financial planners in recognition of their adherence to the highest standards of personal practice, professionalism and knowledge and is obtained through qualification and experience. A further significant milestone was reached with the award to WFI of the Chartered Insurance Institute's prestigious "Chartered Financial Planners" title, a distinction reserved for the very best firms within the financial advice market.

SUPPORT STAFF/PARAPLANNERS

Our number of support staff match the number of advisers which is rare in our profession. This enables us to spend more time advising clients. Our support staff are also encouraged and assisted to study for recognised financial services qualifications.

CLIENT SERVICE

As a dedicated team we are able to develop closer relationships with clients. We have invested heavily in technology and best advice systems to assist our advisers. In recognition of WFI's recent investment in technology we won 'E-commerce IFA of the year 2007' at the Bankhall Annual Industry Awards held in September 2007 in Cannes. We also engage the services of a national company, Bankhall Investment Associates to design and monitor our compliance and training procedures. They also negotiate with investment and insurance companies to ensure our clients receive the same contract terms a national firm of Independent Financial Advisers would be able to negotiate.

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