I formed this business in 1998 in conjunction with the Partners of Whiting & Partners Chartered Accountants. My role as Managing Director has many facets; always the most satisfying is advising clients with their financial decisions and helping them achieve their long-term goals. I am proud of what we have achieved to date and the way in which we adapt to the ever-changing arena in which we operate. During this time, one thing has remained constant – our overriding desire to provide our clients with the highest level of service and financial advice.
I joined in 2004 and have worked in financial services since 1985. I joined from a more corporate background, as I wanted to work with a firm that offers a professional, but personal service. My primary role is to help our clients with their financial planning. In addition I act as Director of the company and lead our Investment Strategy Committee. I am qualified as a Fellow and Chartered Financial Planner. This high level of qualification enables me to help our clients with some of the more complex financial decisions they are faced with.
I joined Whiting and Partners Wealth Management in 2008 and have been an adviser to clients since 1998. I have achieved the CII’s premier qualification in being a Fellow and Chartered Financial Planner which enables me to assist our clients with their detailed financial planning needs. In my role I provide bespoke professional advice on investments, wealth management, life assurance and retirement planning.
I have been part of Financial Services all my working life since first qualifying as a Financial Planner in 1999. I have always focused on building and growing a close working relationship, not only with my clients, but also their families to make sure all their goals are met. This is the part of the job I love the most. My background has been over the last 15 years within the Corporate and Private Bank setting dealing with High Net Worth clients in a range of bespoke solutions. Although I have only recently joined the team here, the drive for me has always been to keep a professional, but personal connection with my clients and I feel joining a firm that also believes this should be the main focus, will allow me to continue to grow with my clients. I look forward to building long term relationships with new and existing clients. You will find me at either the St Ives, St Neots or Ely office locations.
I have worked in financial services since 1999 and joined Whiting & Partners Wealth Management in 2007. I hold the Level 4 Diploma in Financial Planning. Supporting our financial planners in preparing efficient financial solutions for our individual and corporate clients, my role demands an in-depth knowledge of the ever-changing regulatory, technical and taxation framework that directs our industry. I also prepare bespoke financial planning reports for our clients, which formally confirms the basis of our clients’ discussions with their financial planners and any recommended solutions. My aim is to make reports straightforward, legible and jargon-free.
I joined Whiting & Partners Wealth Management Ltd in 2003 and have worked in financial services for the last 21 years. My role is that of Office Administrator and I am responsible for day to day administration duties, which includes checking and processing of new business applications, obtaining fund valuations, dealing with client queries and liaising with the various insurance companies to ensure all documentation that is sent out to clients is correct. In addition I ensure all queries are dealt with in a professional and timely manner. It is so easy these days to lose the personal touch and blame every mistake on a computer error, but I am proud to be part of a team that always gives personal attention to each and every client, maintaining that level of service from start to finish.
I joined Whiting & Partners Wealth Management in 2003 to become their office manager and have worked in financial services since 1994. I hold the Financial Planning Certificate 1 qualification and have built on this with over 20 years practical experience within this profession. My main objective is to keep a smooth running of our administration team and our back office systems, so we have to hand any information at a touch of a button should our clients have any queries, therefore providing a professional service to our valued clients.
I joined in 2006, following on from leaving college where I gained various qualifications including accounting and finance. My role is to provide support to the advisers and process new business applications. Also I communicate with the providers to ensure that cases are completed efficiently and accurately, along with assisting with any client queries to ensure a high level of service. I am currently working towards gaining a Certificate in Financial Planning and have already passed exams CF1 and CF2. These qualifications have helped me to gain further skills and knowledge in the work that I do.
I joined in 1997 and as the longest member of the administration team have enjoyed watching the company grow. In my role I help to make sure the administration of our clients investments are dealt with in a confidential and efficient way. I enjoy my job and I am pleased to be part of a great team.