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A focus on financial planning, not products.

At Whiting & Partners we believe in focusing on you and your financial planning, rather than taking the product-based approach of some advisors.

Everyone’s needs are different. Our aim is to understand yours and your family’s needs and to base all our advice on that understanding. We will look to identify your life goals and to understand which are the most important. We will talk to you about your personal resources in order to be able to advise you the best we can, and also look at your attitude to risk and return. Most importantly, we will take the time and trouble to build a full picture of your financial situation.

Only when we fully understand your priorities and objectives, will we discuss with you the financial plan you need, to hopefully ensure you live the life you want to live, and to help secure you and your family’s long-term financial future.

The Wealth Management Process

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What we offer

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A focus on financial planning,
not products »

Unlimited telephone & email access to your adviser »

Investment Portfolio Construction »

Efficient Portfolio Management »

Regular face to face review meetings with your adviser »

  • 6 monthly or annual review meetings with your adviser
  • Financial check-ups on your long term cash flow planning towards your needs
  • A complete review of your financial planning strategy and any amendments needed to keep you on track
  • Helping to sort out the key pieces of post and paperwork that you need to keep or answering any questions you have about them

Taxation and Estate Planning »

Advice on all aspects of financial planning including »

  • Financial planning for individuals
  • Cash flow planning
  • Lump sum investments
  • Investment portfolio management
  • Regular savings
  • Managing your cash
  • Planning for retirement
  • Pension choices at retirement, including drawdown and annuities
  • Pensions including transfers
  • Long term care planning
  • Individual protection including life assurance
  • Income protection
  • Private medical insurance

  • Investments for Charities and trusts

  • Tax planning for businesses
  • Employee benefits
  • Workplace pensions
  • Group protection for employees
  • Key person protection
  • Shareholder protection
  • Corporate investment

Transparent fee based service »

  • Fees are agreed in advance with our clients, to cover work undertaken on
    your behalf
  • These fees are advice based and not related to any product rates
  • This demonstrates the independence of our advice
  • We will advise on the most tax efficient way of paying our advice fees

Our commitment to learning »

We are committed to investing time and resources into learning and staff training, to ensure our advice remains relevant to your needs and those of the ever changing regulations and taxation rules.

Transactional Clients »

Please note that non-regular, i.e. transactional based, clients will not have access to all of these services.

The value of investments and income from them can go down as well as up. You may not get back the original investment.