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Welcome to

P W White & Partners Ltd



01494 434544



Independent Financial Advisers in Amersham, Buckinghamshire

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01494 434544 or email us at and we'll be pleased to help you.


Who we are & what we do


P W White & Partners Ltd. are a family oriented firm of Financial Advisers located in Amersham for 50 years.

We offer a highly professional service, but as a well-established firm, many of our clients have grown to become more like long-standing friends with whom we enjoy a one-to-one, comfortable, friendly relationship based on trust.

Ours is a clear, courteous and personalised service, designed to meet your particular requirements.

Based in Amersham On The Hill within a short walk from the Metropolitan Line railway station, local shops and amenities we are able to handle all of your general insurance and financial services needs. Our Advisers are well qualified and have many years experience in the industry.


The general insurance book of P W White & Partners Limited has now been acquired by The Clear Group, and will be operating from the Clear Insurance Management Amersham branch. Clear Insurance Management is an independent Chartered insurance broker authorised and regulated by the Financial Conduct Authority.  
To access their insurance services, please visit


Our Main Services

  • Financial Planning

  • Equity Release

  • Retirement Planning


Here's how we formulate the plan towards your financial goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • 4

  • How to get there

  • So now we know where you are and where you want to be.

  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • 6

  • Review the Plan & Progress Updates

  • If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.