LATER LIFE FINANCE Founder of White Horse Financial Services CHRIS BEARFOOT PLANNING SERVICE OF THE YEAR We’re delighted to have Chris Bearfoot, the founder of White Horse Financial Services, with us today to discuss the evolution of his company and his unique approach to financial planning. Founded in 2008, White Horse Financial Services has become renowned for its client-centric approach, emphasizing personalised financial advice and long-term relationship building. Chris, you first started White Horse Financial Services in 2008, what were your goals for the company and how have you achieved and gone beyond these with your success today? From the outset, I wanted to be able to bring a personal approach to financial planning. Having worked for firms large and small, it always struck me as if it was the business owners’ interests that were being put first rather than those of the most important people, the clients. I have been able to build a practice that relies on my clients trusting me and my having a close understanding of what they want to achieve with their finances and me being there over the long-term to see it through. I’m now at the stage where I’ve been approached to take over other advisers’ businesses as I am seen as a safe pair of hands to look after their clients when the advisers retire. I guess as I’m still enjoying what I do for a living, and my clients still trust and rely on me, I must be doing something right! BA(Hons) APFS FRSA White_Horse_FS White.Horse.Financial christopherbearfoot Chris Bearfoot Chartered Financial Planner White Horse Financial Services Tel: 020 8468 1015 Email: mailbox@whitehorse-fs.co.uk Web: www.whitehorse-fs.co.uk Serving London & Kent for over 30 Years UNITED KINGDOM 40 Finance Monthly Global Awards 2023.
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