Carey White, Independent Financial Adviser

An introduction to Carey White

Your career to date?
I have worked in a variety of roles within financial services over a career exceeding 25 years. My breadth of experience enables me to understand client's needs, while providing them with a professional financial planning service.

I specialise in care fees planning, ethical investments and pensions. I am passionate about these aspects of financial planning as they compliment my values and faith. With the demographic changes in the UK, I believe long-term care planning is essential to ensure families are aware of all their options and benefits they are entitled too.

I am married, enjoy running, history and attend a local church. I also spend time with my two grown-up children.

What do you specialise in?
Long Term Care, Mortgages, Equity Release, Home Reversion Plans, Ethical Investments.

If you could offer one piece of financial advice to an individual, what would it be and why?
Ensuring you have basic financial planning in place.

Which areas of financial planning do you feel an individual should be addressing in the next 2 years?
Linking what you want to do in life with your finances, and remembering the 'latte' factor.

What is the most common mistake you find individuals make in financial planning?
Not reviewing their finances and financial plans on a regular basis or never, and being suprised at what they find.

As an independent financial adviser what, for you, are the main benefits of being a part of Honister Partners Ltd?
Being able to trade under a respected brand name.