As we step into 2025, we at Whitehead Financial would like to extend a warm welcome to all our valued clients.
We hope you’ve enjoyed a wonderful Christmas break, filled with the joy of catching up with family and friends, sharing delicious meals, and creating treasured memories.
1. Enhanced Financial Planning Software – Intelliflo
We are excited to announce the implementation of a new financial planning and client management system, powered by Intelliflo, a leading global company. This innovative platform will streamline how we manage your financial information and provide a secure, seamless way to share sensitive documents through a client portal. Intelliflo will also enable us to adapt to new technological advancements, ensuring we continue to offer a cutting-edge experience as your trusted financial partner.
2. Introducing a Third-Party Portfolio Management Group
To further enhance the management of your investment portfolios, we’re partnering with a dedicated third-party group. This collaboration brings an additional layer of expertise, leveraging their intellectual property and in-depth market assessments to assist us in making informed and proactive investment decisions. With their support, we aim to react more efficiently to market changes, helping to optimise the performance of your portfolios.
3. Launching Our Client Referral Program
We are delighted to introduce a client referral program, designed to show our appreciation for the trust and confidence you place in us. Referrals of family and friends are the highest compliment you can give, and we want to recognise your support. Stay tuned for more details on how you can benefit from sharing your positive experiences with Whitehead Financial.
Our Commitment to You
As always, our mission at Whitehead Financial is to deliver the highest standard of service and professionalism, ensuring your financial goals are achieved with care, expertise, and integrity. These new initiatives reflect our ongoing commitment to improving the value we provide, empowering you to enjoy financial confidence and security throughout 2025 and beyond.
We look forward to working with you in the year ahead and helping you turn your goals into reality. Whether you’re preparing for retirement, managing your investments, or simply seeking peace of mind with your finances, our team is here to support you every step of the way.
From all of us at Whitehead Financial, we wish you a happy, healthy, and prosperous 2025. Let’s make it a year to remember!Warm regards,
The Whitehead Financial Team
