Bill White IFA Associates

Who we are

Bill White IFA Associates is a team of experienced and qualified Independent Financial Advisers based in the picturesque Scottish Borders. We are committed to providing comprehensive and tailored financial planning solutions to individuals and businesses alike. With over 40 years of combined expertise in the financial services industry, we are confident in our ability to deliver robust and reliable guidance.

Our Approach

As "whole of market" Independent Financial Advisers, we have access to the entire market of financial products and services. This allows us to provide unbiased and impartial advice, tailored to your individual needs and goals. We utilize advanced software tools to research, compare, and select the most suitable products currently available.

Our Services

Our comprehensive range of services includes:

Personal Financial Planning

• Retirement planning and pension advice
• Protection planning through life insurance and critical illness cover
• Mortgage solutions and affordability assessments
• Inheritance tax planning and mitigation strategies
• Savings and investment guidance
• Comprehensive financial reviews and planning

Business Financial Planning

• Succession planning for businesses
• Business protection strategies
• Employee benefit planning and implementation
• Financial risk assessments and mitigation

Digital Services & Calculators

We are committed to leveraging technology to improve the client experience. We offer online services and interactive calculators to empower our clients to take control of their finances and track their progress.

Our Commitment

Our primary focus is on building lasting client relationships and providing exceptional service. We believe in open communication, transparency, and building trust with our clients. We are dedicated to working collaboratively with you to achieve your financial goals and navigate the complexities of the financial landscape.