Whitewell Financial Planning

Whitewell Financial Planning assists clients in making financial decisions. They provide guidance in a complex financial landscape and offer advice tailored to individual needs.
  • Investment Advice
  • Pension Transfers
  • Financial Planning
  • Retirement Planning
  • Divorce Financial Advice
Size
Small
Phone
01204 – 663904
Website
white-well.co.uk
Email
N/A
Locations
3 Chorley New Rd, BL1 4QR
01204663904
Digital Popularity
Social Media
Competitors
Chancellor Financial Management
Chancellor Financial Management is an independent financial planning firm based in Bolton, established in 2006.
Womens Financials
Womens Financials is an independent financial services provider that offers expert advice on various financial matters including pensions, investments, and family protection.
Company Details
Whitewell Financial Planning is operated by Whitewell Financial Planning Limited and is a Active company incorporated on 28 April 2008 with the registered office located in Chorley, Lancashire. Whitewell Financial Planning Limited was registered 17 years ago.
Status
Active
Size
Micro
Directors
2
Age
17 years old
Employees
4
Turnover
Unreported
Total Assets
£148.19K
Cash in Bank
£90.08K
Total Liabilities
-£34.89K
Gillian Elaine O'Connor
Director • British • Lives in England • Born in Sep 1970
Philip Todd O'Connor
Director • Financial Advisor • British • Lives in England • Born in Dec 1974
Mr Philip Todd O'Connor
PSC • British • Lives in England • Born in Dec 1974
More information on Whitewell Financial Planning Limited
Teams
All
2
Support
1
Other
1
Charlene Abdoelhafiezkhan
Personal Asssistant/Administrative Assistant • Joined Jun 2023
Phil O'Connor
IFA, Chartered And Certified Financial Planner • Joined Oct 2008
Charlene Abdoelhafiezkhan
Personal Asssistant/Administrative Assistant • Joined Jun 2023
Phil O'Connor
IFA, Chartered And Certified Financial Planner • Joined Oct 2008