Wealth Management Whiting & Partners Wealth Management Limited is a subsidiary of the Whiting & Partners accountancy practice, providing independent financial advice & portfolio management services to our clients. As a Chartered firm of financial planners you can be confident of high service quality, professional support and advice from our team. We believe that professional independent wealth management can add significant value to individuals and businesses and we pride ourselves in making the difficult decisions a little easier. Our approach focuses on the ways we can help you live the life you want to live. We work closely with you to provide regular financial check-ups and access to highly qualified advisers, who keep you frequently updated on all relevant matters that are important to you. Our team offer independent advice regarding: Investments & deposits Pensions Life assurance & other forms of financial protection Why choose us? To offer best advice (suited to your particular requirements for risk, social responsibility, accessibility and tax efficiency) if you find yourself: With funds from selling your business In receipt of an inheritance Saving for your retirement Building up financial security for your family A brand you can trust Long-established team of independent professionals Work alongside your accountancy practice adviser Chartered firm of financial planners Get in touch with your local office and speak to one of our specialist advisers about our Wealth Management services. Download our Wealth Management leaflet or visit the website to find out more Whiting & Partners Wealth Management Ltd is authorised & regulated by the Financial Conduct Authority (Registration number 435190). Related Services Private Client Tax Pensions Tax Planning Wealth Protection Charities Client Review Property Investor I have always found Whiting & Partners helpful, reliable and always willing to discuss problems and advise on the best procedure. Case Studies Top 10 Tax Elections – to minimise tax »Overnight Sweeping »Salary Sacrifice to Boost Pension Funding »Bed & Breakfasting Shares »
