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Whitefoord LLP
Tom Roberts's Company Details
Whitefoord's Wealth Management Service comprises two elements. Our Asset Management Division adopts a rigorous approach to building investment strategies suited to a range of client risk appetites and financial objectives. These are continuously scrutinised and adjusted to reflect our view of the investment world, its risks and opportunities. The Consulting team take a holistic view of a Client's financial position and objectives, assisting Clients in the development of appropriate financial plans and the establishment of a suitable investment portfolio. We manage portfolios currently valued at over £430 million on behalf of private clients, trusts and funds, both onshore and offshore. We specialise in offering a bespoke and highly personal service to these Clients, rather than institutions. We offer a range of portfolio models to meet a Client's objectives and risk appetite using direct stocks and shares as well as collective funds where appropriate.