I'm usually sceptical about financial advisors and what they do due to my bad experiences I've had in the past.... But I took the chance with this Company after receiving a call which seemed the same... Voir plus
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Hi & good day to you Josh & investment team. fsn global i am happy with the performance as sent to me & with Your services Joshua its always been excellent & above board & effort. regar... Voir plus
L'entreprise a répondu
Kieran assisted me with personalizing a tailored financial strategy, both short - and long term. He is always available, answered all questions and really listens to what your goals are, and ad... Voir plus
I was approached by White Knight Wealth (WKW) to look at possible savings options for expats. WKW Tax & Pension Specialist Joshua Jones made a real effort in looking at my particular case, i.e. J... Voir plus
À propos de l'entreprise
Informations provenant de diverses sources externes
Financial Services taken to the next level. Alleviating from the idea of policy and turning it into relationship.
Coordonnées de contact
Royaume-Uni
- whiteknightwealth.com
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Pension, Investment and Tax Planning
I work in Saudi Arabia, and found myself in a position where I had the possibility to earn enough to consider retiring early and leaving something for my sons future.
Whilst I had some idea about pensions, I was not aware of all the options I had regarding Pension, Investment and Tax planning.
I was contacted by many wealth management companies, but was unimpressed with many as they chose to offer negative views of other companies "culture" or ethical behavior.
I came across Josh Jones from WhiteKnight Wealth, and he and the company did not appear interested in mud slinging, but said they would offer impartial advice to help me achieve my goals.
I found their methods clear and simple, and over the first 3 months they have walked me through every step of what I need to do - themselves carrying out 98% of the work required to fill application forms, track down details, to chase transfers - and all for no up front charges.
I am very clear about their charging structure, and am also very confident that they are helping me invest my schemes and monies into options which suit me with regards my personal risk approach.
I am happy with my choice to work with WhieKnight, and despite market variations, we are seeing the start of a good return based on my very clear expectations from Josh and WhiteKnight.
Positive first 4 months!
I've been very skeptical about financial advice in the past but I knew I needed to review my pensions and discuss what options I had, James reached out to me from WhiteKnight and made everything as simple as possible and now I'm seeing much better returns from my pension pot than I ever have before so I'm extremely happy with the service I received and I'm so glad I kept an open mind
Salem Mansuri at Whiteknight
Salem Mansuri has been very efficient in responding to my requests and supporting me through a process i was not familiar with. He has insured that i was kept up to date on any progress made and all of the advice received was clear and transparent. I have absolutely no reservations in recommending Salem or Whiteknight to anyone looking for financial advice.
Holly Castle WhiteKnight Wealth
As a British expat residing in the ME for the last several years, receiving calls from financial advisors was common place, all of which had been declined.
Back in April after receiving a call from Holly Castle at WKW, I decided to take the time and listen to what was potentially available. To my astonishment I was blissfully naïve of my UK pension options and entitlements, only through the her knowledge and guidance, was made fully aware of the assets full potential. Holly is a true professional, identifying the right investment to optimize my future financial needs, whilst assisting to navigate every step of the process.
I would strongly recommended taking the time to discuss your financial affairs with Holly.
Great team
Holly Castle and Salem Mansuri have been my investment advisors for my defined benefit pension transfer. Very happy and impressed with the returns seen during the pandemic. I am actually up by a considerable amount so am very happy with the work put in. Portfolio has performed very strongly. Always on hand to answer questions and looking forward to working with the WK team going forward. Thanks
Great service for Expats seeking financial advice.
Josh from WhiteKnight approached me as I was seeking a financial advisor, in particular with knowledge in pensions for expats as I work in KSA. Josh from the start has been attentive and given me all the information I require to make educated decisions about my finances. I can firmly say I trust him as my financial advisor. He is always available to answer any questions and he is always very keen to keep in touch and give you a very personal service. I would recommend Josh and Whiteknight to anyone.
So far so good and I hope it continues.
Smashing job so far
Smashing job so far. Chris consolidated my pensions 2 months back which are now complete. Great communication. Will increase to 5 stars once performance expectation is proven.
We certainly recommend the company from what we've experienced up to this stage.
Holly @ WKW
I have found dealing with Holly to be a great experience! She is very professional, thorough and honest with all her advice. I would recommend Holly to others seeking financial advice and solutions without hesitation!
Holly has been excellent in dealing…
Holly has been excellent in dealing with straight forward, clear , concise and no shall we say over promising. Holly backs everything up with facts and.figures in very clear way to understand. Her mannerism and professional approach is a delightful change for the sector to be honest and look forward to working alongside her to achieve my financial goals.
Kieran assisted me with personalizing a…
Kieran assisted me with personalizing a tailored financial strategy, both short - and long term.
He is always available, answered all questions and really listens to what your goals are, and advises to your comfort level always keeping your best interest at heart.
He is very knowledgeable and assists swiftly with all applications and queries.
Very happy with his services.
I am relatively new to this investing…
I am relatively new to this investing game, always thought I had it figured out for myself, however through multiple discussions with Kieran Breen, I realized how wrong I was. What I really liked was the approach taken, more specifically in understanding my personal level of comfort, and recognizing long term goals versus my reality of "today". While I was initially skeptical (based on past personal experiences) it did not take long for me to establish the required level of trust to make some decisions. This was based on the understating of what I need and what I wanted, just took someone else to help me see it properly!
Thanks Joshua Jones & WKW
I was approached by White Knight Wealth (WKW) to look at possible savings options for expats.
WKW Tax & Pension Specialist Joshua Jones made a real effort in looking at my particular case, i.e. Josh came over to my office and we looked at my existing pension plan and finances. After this meeting, Josh proved to be very professional in answering all my questions and offering an interesting savings plan.
I can highly recommend working with Josh and his colleagues at WKW.
Excellent Service
Being a younger saver than usual, Kieran has been an excellent point of contact.
His approachable demeanor and market knowledge allowed Kieran to tailor a plan suited to my current financial situation and proposed aspirations.
From this Kieran has given me the confidence and trust to allow him to handle my finances.
Transparent, with honest advice
I was impressed by WhiteKnight for two reasons. Firstly, they are completely transparent on fees, terms & products.
Secondly, they did not hesitate to tell me if I was not in the ideal position for a particular product and followed-up with me later in my career.
In my opinion, this distinguishes them from the 'financial product salesmen' chasing expatriates, and as the professional advisers I would recommend to others working in the Middle East.
Joshua Jones @ White Knight Wealth
White Knight Wealth have been an excellent company to work with for managing my finances. Since 2018, I have been in contact with Joshua Jones at the firm and he has been instrumental in helping me in financial management and investing my money for secure and prosperous growth. I respect how Joshua listens to advice and then offers practical solutions, based on my current and future career goals. Approachable, professional and knowledgeable, I thoroughly recommend both Joshua Jones and White Knight Wealth for Middle East ex-pats from all walks of life for expert financial advice. SW, Qatar.
Thank you Kieran
I would like to thank Kieran Breen for his fantastic advice and service. Kieran helped me with the process end to end in a seamless manner. He helped to search for the pension that I had lost touch with and handled all the paperwork with the minimum of hassle for myself.
Keiran is always available with fast response time whenever I reached out. I highly recommend Whitenightwealth and Kieren Breen as a trusted financial advisor.
Transparent and Honesty Equals Integrity
I was looking at transferring out of a pension scheme to another, of course, there is a lot of 'be careful' warnings doing something like this. I engaged Whitenightwealth and from the first conversation felt that there was an element of trust. This was confirmed when, simply put, their advice was of a nature that dealt with me as the client first. They shared the succinct reasoning why I should take their advice. The outcome was that I would not be moving forward with transferring, and would stay where I am, as the alternative would be not to my benefit.
So when I am in the position to move forward and also discuss other potential matters, I will go to Whitenight first.
Thank You Mr. Kieran Breen
I would like to thank Mr. Kieran Breen of White Knight Wealth for his continued expert advice in making and managing my investment portfolio for the future.
He is consistent in keeping me up to date on the progress and issues on a regular basis, and I highly recommend his services to manage and enhance your portfolio of investments.
Kind regards
Karthik
Impressive Process
I joined WhiteKnight with Kieran Breen some time back and was reluctant to write a review until I had seen some performance on my pension arrangements.
So far so good. Based on what I have seen this year, I look forward to what the next 10 years will bring.
Firstly, the initial mapping of my finance stance was very impressive. Certainly and eye opener. I recommend that anyone goes through this even if they don't go with the advice.
Secondly, my changes have performed exactly how they were originally promised (slightly better actually).
Well done to the team and Kieran especially.
A particular well done to Grant
A particular well done to Grant. He approached me on linkedin and was friendly yet professional. This far we are happy with the advice received and look forward to our 6 month review.
Thanks,
Gill and Adrian
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