Personal professional wealth management

Providing our clients with well-designed value for money solutions

About us

A modern approach with traditional values

We were established in 2000 with the intention to provide a highly personal and professional wealth management service to clients within the East Anglia region. We have a very loyal and stable team, that are all committed to making a positive impact towards this service. Although we are based in Wisbech, we also operate out of all of the Whiting and Partners Chartered Accountants offices throughout East Anglia, as well as being happy to see our clients at their office or home.

Treating Customers Fairly

As a business we are committed to offering customers the highest possible standards of service and to ensuring that Treating Customers Fairly (TCF) is embedded in everything we do.

Treating Customers Fairly aligns closely with our strategy to be a trusted & reliable source of advice & assistance. This means providing our clients with well-designed, value for money solutions that are delivered in a straightforward and transparent way.

Our TCF strategy is to ensure that:

Treating Customers Fairly is explicit in our conduct of daily business. It is a fundamental component of our culture and evident in the behaviour of our people.

We consistently demonstrate that we are treating customers fairly, using the Financial Conduct Authority's six consumer outcomes as our guiding framework.

In setting our commercial objectives we fully take account of Treating Customers Fairly.

Chartered status – what it means for you

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Please click here for more detailed information.

Our Parent Company

Whiting & Partners Wealth Management Ltd is a majority owned subsidiary of Whiting & Partners, a firm of Chartered Accountants, established in the heart of East Anglia, with offices in Wisbech, Kings Lynn, March, Bury St. Edmunds , Mildenhall, Ramsey, St Ives and Peterborough.

Whiting & Partners is an established and expanding firm of chartered accountants which provides a comprehensive range of business advisory services to a wide clientele from individuals to substantial companies.

The firm was established in 1928 by the late Walter F. Whiting and has grown over the years to an organisation with eight offices and over 130 members of staff. The client portfolio is varied including professional, commercial, agricultural and industrial businesses as well as the many clients who require personal advice in relation to their taxation affairs.

For further information, please visit their website: www.whitingandpartners.co.uk

Whiting and Partners office